- Robert Half Finance & Accounting (San Francisco, CA)
- …today and share your resume via LinkedIn with JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're seeking a skilled Client ... enhance the overall client experience. Key Responsibilities + Process client service requests, including account openings, transfers, ACH transactions, RMDs,… more
- CIBC (San Francisco, CA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex ... bring about resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work… more
- Zions Bancorporation (San Diego, CA)
- …"Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. The ** Client Service Associate Lead** leads the daily activities of ... and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a...client service associates (tellers) in **La Jolla, CA** . If… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …is partnering with a long- established , boutique wealth management firm to hire a Client Service Specialist. This team supports ~700 client families with ... Description Client Service Specialist - Wealth Management $80-90K + Bonus + 6% 401(k) Match | San Francisco (Hybrid) Jennifer Fukumae with Robert Half Finance &… more
- Bank of America (Sacramento, CA)
- Advisor Development Program Client Associate Sacramento, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... Client - Associate \_25047602) **Job Description:** **Advisor Development Program Client Associate ** Merrill Wealth Management is a leading… more
- HUB International (Carlsbad, CA)
- …customer's needs and provide them with innovative insurance solutions. The Personal Lines Client Service Associate is responsible for providing exceptional ... **THE OPPORTUNITY:** Our service professionals play a vital role in supporting...of data. + Maintain workflow through EPIC as per established process and procedures (ie adding client … more
- Veritext Legal Solutions (Los Angeles, CA)
- …legal videographers, unmatched expertise in multiparty and complex litigation, unparalleled client service , and state-of-the-art conference spaces across North ... case. About the role: Providing our clients with exceptional service is the foundation of our business. In Technical... is the foundation of our business. In Technical Client Services, you will provide high-level, reliable support for… more
- PNC (Redwood City, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's retail organization, you will be based in ... in this position. **Preferred Skills** Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service , Identifying… more
- World Insurance Associates, LLC. (Santee, CA)
- …Summary Works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. ... to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. + Create activities… more
- Horizon Services, Inc. (Hayward, CA)
- JOB TITLE: Associate Director of Outpatient & Prevention Program Operations LOCATION: Administration - Hayward CA Employment Type: Full-Time (Salary) POSITION START ... Full-Time (Salary) Who are we? Horizon Services, Inc. (HSI) is a nonprofit established in 1974 that offers addiction treatment with the goal of reducing substance… more