- Robert Half Finance & Accounting (Walnut Creek, CA)
- …growing wealth advisory team. This role is ideal for professionals with a banking, financial services , or client -facing background who want to transition ... is a unique opportunity to apply your banking or financial services experience in a client...general administrative tasks, including filing, scanning, and data entry. Client Service Support + Assist with … more
- VCA Animal Hospitals (Tustin, CA)
- …patients and providing those pet parents over the phone with a financial update. ESSENTIAL FUNCTIONS: * Customer service functions, including: greeting ... in the back office would be best. As a financial CSR, your duties will include creating an estimate...based on the doctor's recommendations. * Answering questions regarding services and cost * Managing medical records, charts, reports… more
- M&T Bank (Los Angeles, CA)
- …assigned. **Education and Experience Required:** **Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu ... years' higher education and/or work experience, including a minimum of 1 years' financial services client service experience** Strong customer service… more
- VCA Animal Hospitals (El Cajon, CA)
- …visitors -Booking appointments -Managing phone lines and e-mail correspondence -Processing financial transactions -General client service and communication ... **VCA Rancho San Diego Animal Hospital is seeking a full time Client Service Representative to join our team!** We are a 4 Doctor general practice that treats… more
- BMO Financial Group (Sacramento, CA)
- …**Qualifications:** + 4 - 6 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking ... enhancement opportunities are identified and addressed or referred during client service interactions. + Monitors the financial performance of client … more
- BMO Financial Group (Newport Beach, CA)
- …+ 3 - 5 years of relevant experience in Client Relationship, Financial Services , or Service Excellence in a Commercial Banking environment ... that enhancement opportunities are identified and addressed or referred during client service interactions. **Responsibilities:** + Ensures that tickets are… more
- Robert Half Finance & Accounting (Danville, CA)
- …with onboarding new clients and building relationships. + Prepare reports, recommendations, and financial analyses. + Handle client service tasks, CRM ... Description Michelle Espejo with Robert Half Financial Services is recruiting for a...experience in wealth management with experience in investment management, client strategy, and financial planning. + Experience… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting a Client Service Accounting Associate for a family office. This is a ... including investment management, financial planning, tax support, and philanthropic services while building long-term client relationships. This role offers… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …that connect all aspects of their financial lives. Position Overview The Client Service Associate plays a key role in supporting advisors and ensuring ... Description Client Service Associate Location: New York...York City or Remote (based on office availability) Industry: Financial Services / Wealth Management A nationally… more
- CIBC (San Francisco, CA)
- …in personal tax, financial planning or investment management + Strong client service commitment + Strong interpersonal and verbal communication skills with ... 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 transactions… more