- FM (Walnut Creek, CA)
- …Administrative Assistant** . This role will support all administrative aspects of the Client Service Team, and jointly support the Account Engineers Team, ... files and records + Purchasing supplies + Tracking invoices and budgets + Tracking Client Service Team processes + Travel itineraries + Organize and coordinate… more
- Wipfli LLP (Irvine, CA)
- …Responsibilities: + Links the client requirements to standard solutions and service offerings with guidance from senior team members. + Oversee smaller ... offers a career-defining opportunity. Job Summary: Under the direction of a Senior Consultant or Manager, the Consultant II will develop and implement solutions… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate . This is an opportunity to ... The team embraces tools and process improvements to elevate client service and efficiency. What You'll Do...need is handled accurately and promptly + Work alongside senior leadership to execute customized client strategies… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …needs, and exceeding expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts + Work closely ... execution across a range of requests + Collaborate with senior leadership to implement client -specific strategies and...firm priorities as needed Requirements + Proven experience in client service , wealth management, or family office… more
- Zions Bancorporation (Chula Vista, CA)
- …in Small Business & Middle Market Excellence Awards. We are looking for a ** Client Service Associate (Teller)** Lead to provide top-notch customer ... and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a...active for 70 years and has more than 80 full- service branch offices across the state. This dedication has… more
- JPMorgan Chase (San Francisco, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
- World Insurance Associates, LLC. (Santee, CA)
- …HR solutions. Position Summary Works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures ... produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. +...and delivers results at the close direction of a senior team member. Education Required: + HS Diploma or… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …resume via LinkedIn to Jonathan Christian (JC) del Rosario - I'd love to connect! Senior Client Associate - Multi-Family Office About the Opportunity Join a ... make an impact. Why This Role Matters As a Senior Client Associate , you'll be...and delivering exceptional service . You'll partner with senior leadership on bespoke strategies, mentor associate … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Apply today and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Senior Client Associate About the Role We're seeking a Senior ... + Act as the primary point of contact for client service requests and ensure timely execution.... requests and ensure timely execution. + Partner with senior management on bespoke client strategies and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Apply today and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Associate About the Role We're seeking a Client ... executives and professionals. This role focuses on delivering exceptional client service and operational support, including account administration, transaction… more
