- City National Bank (Los Angeles, CA)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years experience in client service , banking operations or relationship management support required. * ... the ongoing business and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute on the concepts… more
- Citigroup (Hermosa Beach, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...stressful situations and provide a high level of customer service in a calm and professional manner.… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...stressful situations and provide a high level of customer service in a calm and professional manner.… more
- Raymond James Financial, Inc. (San Diego, CA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Job Title: Senior Client Service Associate - SF! Location: San Francisco; Hybrid Salary: ... needs, and exceeding expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts + Work closely… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Title: Senior Client Service Associate Location: San Francisco, CA (Hybrid) Salary: $100,000 - $130,000 + Bonus Jennifer Fukumae with Robert ... You'll Be Doing: + Be the go-to contact for client service requests-making sure everything runs smoothly...and tax-savvy strategies + Maintain strong connections with clients' professional teams, like personal CFOs and executive assistants +… more
- HUB International (Los Angeles, CA)
- …supervision + Positive attitude toward client relations to provide exceptional, proactive client service + Ability to interact with people across all levels ... our current clients and onboarding new clients through providing professional , courteous service to our clients, business...in opening new accounts and preparing and processing other client account forms + Run reports and provide status… more
- WTW (Los Angeles, CA)
- …+ Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client ... we unlock potential. Learn more at wtwco.com . The Associate Client Advocate (ACA) client -facing...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- WTW (San Francisco, CA)
- …(IVD) or Geographical Divisions. + Tech, Media and Telecommunications The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
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