- 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
- Element Materials Technology (Huntington Beach, CA)
- **Overview** Element has an exciting opportunity for a Senior Client Services Representative to join our growing team. This individual will play a key role in ... of high-value and complex customer accounts, ensuring a high-quality client experience throughout the service lifecycle. +...**Skills / Qualifications** + HS Diploma or GED required. Associate degree preferred. + 5+ years minimum experience in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | ... lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the primary point of… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …resume via LinkedIn to Jonathan Christian (JC) del Rosario - I'd love to connect! Client Service Associate - Boutique Wealth Management Firm Location: Hybrid ... wealth management firm that serves an exclusive clientele of senior executives, partners in consulting and law, and other...care, and innovation. Why This Role Matters As a Client Service Associate , you'll be… more
- City National Bank (Encino, CA)
- *RELATIONSHIP ASSOCIATE SENIOR - PBB* WHAT IS...on a daily basis in handling all areas of client service , operational tasks, and sales consultation. ... Expert in all aspects of providing exemplary client service and assisting clients with any branch transaction. Actively engages in completing all cashiering… more
- Grant Thornton (Newport Beach, CA)
- As a Healthcare Process Risk Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by helping them understand ... completing priorities in a rapidly growing team environment + Exceptional client service , communication, analytical, organizational and project management skills… more
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