- 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
- Public Consulting Group (Sacramento, CA)
- …serve constituents across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr . Client Service Associate - Progress Track is ... Business Analyst, and Regional Teams to drive adoption, satisfaction, and impact. The Sr . Client Service Associate - Progress Track is responsible for… more
- CIBC (San Francisco, CA)
- …about 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 ... 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
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a full-time ... 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)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based ... of the world's most sophisticated clients. Responsibilities: + Own the full client experience, from onboarding to reporting and money movement + Coordinate wires,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Associate - Wealth Management A highly respected multi-family office is seeking a Senior Client Associate to join its ... sophisticated families and their advisors + Opportunity to lead client relationships and mentor associate team members...package Key Responsibilities + Serve as primary contact for client service needs across assigned relationships +… more
- Robert Half Office Team (Rancho Santa Fe, CA)
- Description A prestigious wealth management firm in Rancho Santa Fe is seeking a Senior Client Service Associate to join their close-knit, ... you'll serve as the right hand to advisors-handling complex administrative and client service responsibilities, improving workflows, and ensuring a seamless… more
- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- The ODP Corporation (Salinas, CA)
- …visual and merchandising standards, freight, and logistics activities, and prioritizing unparalleled client satisfaction. The Sr . Store Associate will ... **Overview** As a Retail Sr . Store Associate -Part Time, you will...Print and Technology. The ideal Sr . Store Associate is passionate about sales, delivering exceptional service… more
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