- 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 ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + Prepare and… more
- Morgan Stanley (San Francisco, CA)
- …(M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *PWM Senior Registered Client Service Associate **Location:** *California-San Francisco* ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… 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
- JPMorgan Chase (San Francisco, CA)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client … more
- WTW (San Francisco, CA)
- **Description** As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of ... disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …issues + Manage competing priorities and communicate effectively to ensure timely client service Engagement Management: + Manage expectations and keep ... Description We are in search of a Senior Tax Associate to join our...engagement staff + Promote teamwork and innovation to enhance client service + Mentor and review the… more
- Grant Thornton (San Francisco, CA)
- As a Real Estate & Construction Advisory Senior Associate , you will have the opportunity to grow and contribute to our global clients' business needs through all ... in a rapidly growing, fast-paced, interactive, results-based team environment + Exceptional client service and communication skills with a demonstrated ability… more
- Grant Thornton (San Francisco, CA)
- As the International Tax Senior Associate , a national business line role, you'll be responsible for the review and delivery of US international tax services for ... consulting + Ability to supervise staff and lead projects + Exceptional client service skills with a demonstrated ability to develop and maintain outstanding … more
- Robert Half Finance & Accounting (San Rafael, CA)
- …The collective team includes over 300 employees operating from multiple offices. As the Senior Advisor Associate , you will provide support for Lead and ... apply here and message Jeffrey Abrams on LinkedIn for prompt consideration** Our client is a family friendly independent registered investment advisory firm based in… more
- Google (San Francisco, CA)
- …existing businesses grow. Using your relationship-building skills, you provide Google-caliber client service , research and market analysis. You anticipate how ... decisions are made, persistently explore and uncover the business needs of Google's key clients and understand how our range of product offerings can grow their business. Working with them, you set the vision and the strategy for how their advertising can… more
- Bank of America (Redwood City, CA)
- … client relationships through platform services, supporting clients with self- service or transactional activities, and providing exceptional client care. ... Senior Banker - Redwood Shore Financial Center Redwood...educates, and trains clients on conducting simple transactions through self- service technologies * Leverages available resources, technologies, and processes… more
- Deloitte (San Francisco, CA)
- …group of cybersecurity professionals worldwide. Work you'll do As a Cloud Security Senior Consultant, you will be at the front lines with our clients supporting ... cloud on the Microsoft Azure platform. This will include: + Functioning as senior onshore engineer/consultant for Azure Security projects across 8 key Azure cyber… more
- Morgan Stanley (Menlo Park, CA)
- …the Financial Advisors / Private Wealth Advisors * Assigns work to team's Client Service Associate as appropriate * Coordinates enrollment campaigns/meetings ... client questions and concerns. The Wealth Management Analyst/ Associate is an integral member of the advisory team...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… more
- Edwards Lifesciences (Oakland, CA)
- …and partnering with HR on all aspects of employee relations + Dedicated to quality client service and pro-active and responsive to client needs. + Frequently ... us and be part of our inspiring journey. As ** Senior Manager, Biostatistics, TMTT** , you will use your...trials with skill levels exceeding the requirements of the Associate Manager Required or + Master's Degree or equivalent… more
- Morgan Stanley (San Francisco, CA)
- …basis if/as needed * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the ... and financial planning. *DUTIES and RESPONSIBILITIES:* * Client Support:* * As a senior member of the service team, provide coverage for an FA/PWA/team… more
- Diversified (San Francisco, CA)
- Senior AV Installation Technician - Santa Clara, CA San Francisco, CA, USA Req #3762 Friday, January 17, 2025 At Diversified, we don't just follow tech trends - we ... and Twitter (https://twitter.com/diversifiedus) . What part will you play? The Senior Installation Technician is responsible for performing a wide variety of… more
- Travelers Insurance Company (Martinez, CA)
- …1 **What Is the Opportunity?** Are you committed to professional growth and exceptional client service ? Imagine a career as a Travelers lawyer where you can ... legal documents. + Build and foster internal and external client relationships with a customer-centric focus. + Provide leadership...as assigned. **What Will Our Ideal Candidate Have?** + Senior Associate /Partner level of experience. + 7+… more
- Jacobs (Oakland, CA)
- …Jacobs is where you belong. Based in California, we are looking for a dedicated Senior Land Surveyor to grow with our collaborative team and work on a variety of ... survey vendors for survey staking and basemap requests from client . * Coordinate LiDAR flights and data transfer between...supervisors and contractors. * Adhere to company policies and service line procedures. * Follow safety protocols and present… more
- IQVIA (San Francisco, CA)
- …files; prepare and send client correspondence. Essential Functions * Provide senior level support to Deputy General Counsel, Associate General Counsel and/or ... Job Overview Provide service , guidance and senior level support to IQVIA Attorneys in one or more of the following areas: compliance, general corporate matters,… more