- HSBC (Cupertino, CA)
- …and works with Center Manager and the center team to support these efforts. As the Client Experience Associate , you will: + Ensure the overall appearance of ... activities while supporting client alternative delivery channel alternatives. Ensures a premium client experience within the Wealth Center channel… more
- Morgan Stanley (Menlo Park, CA)
- …the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through ... Financial Advisors *Additional responsibilities and requirements for a Registered Client Service Associate * * Input orders at...65 (RA) * Two or more years of industry experience preferred * Strong industry, product, and branch procedures… more
- Morgan Stanley (Los Gatos, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Los Gatos* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our...for processing at the direction of the FA/PWA *EDUCATION, EXPERIENCE , KNOWLEDGE, and SKILLS:* *Education and/or Experience *… more
- Morgan Stanley (Palo Alto, CA)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *California-Palo Alto* ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our...for processing at the direction of the FA/PWA *EDUCATION, EXPERIENCE , KNOWLEDGE, and SKILLS:* _*Education and/or Experience *_… more
- H&R Block (Cupertino, CA)
- **557326BR** **Title:** Associate Client Advisor-Small Bus & Tax **What you'll do ** **:** Applies principles of accounting to analyze financial information and ... even better if you also had ** **:** + Experience with PeopleSoft general ledger and query preferred +...to use macros, pivot tables, and query **Posting Title:** Associate Client Advisor-Small Bus & Tax **Sponsored… more
- JPMorgan Chase (Palo Alto, 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 ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client … more
- Robert Half Finance & Accounting (San Jose, CA)
- …contact Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity. Our client is a thriving wealth management firm in San Jose. They're known for ... Providing excellent service to clients. + Helping out in client meetings. + Keeping up-to-date with client ...calls and international banking support. Requirements + 3+ years' experience in wealth management (no exceptions). + A history… more
- Morgan Stanley (Menlo Park, CA)
- …member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered ... / Private Wealth Advisors * Assigns work to team's Client Service Associate as appropriate * Coordinates...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… more
- Stanford University (Stanford, CA)
- Associate Director, Donor Experience **Graduate School of Business, Stanford, California, United States** Development Post Date Aug 19, 2024 Requisition # 104283 ... Development Communications in the Stanford Graduate School of Business (GSB) seeks an Associate Director, Donor Experience . The Associate Director will work… more
- Morgan Stanley (Palo Alto, CA)
- …interpersonal skills and their focus will be on delivering an exceptional client experience . In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) ... and existing client relationships through an exceptional client experience * Assisting the FA/PWA/team in...* Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request… more
- InGenesis (San Jose, CA)
- …clinical and ancillary staffing engagements, delivering orientation classes, and ensuring client and employee satisfaction. The Associate Program Manager will ... InGenesis is currently seeking a Healthcare industry Associate Program Manager to be part of a...part of a Program Management Team and assist the Client Program Manager across all aspects of a Managed… more
- H&R Block (Palo Alto, CA)
- …tax office associates accountable to Standard Operating Procedures (SOP) execution and client service experience , with escalation to the Multi-Unit Team Leader ... **557529BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining… more
- Stanford University (Stanford, CA)
- Associate Director of Operations/Senior Paralegal Manager, Mills Legal Clinic **School of Law, Stanford, California, United States** Administration Post Date Jul 19, ... Requisition # 104014 Stanford Law School seeks a full-time Associate Director of Operations/Senior Paralegal Manager to support the...MLC is to provide law students with the practical experience of working with real clients and communities on… more
- IQVIA (Palo Alto, CA)
- …looking for **_Associate Sales Consultants_** to join our team of field employee's. ** Associate Sales Consultant - Medical Device** If you have ever wondered about ... to learn the ropes of the medical device industry while gaining valuable experience to develop your skillset into a medical device role. The overall responsibilities… more
- H&R Block (San Jose, CA)
- …and hold all tax office associates accountable to Service Standards execution and client service experience , with escalation to the Multi-Unit Team Leader and ... **550855BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the… more
- The ODP Corporation (Los Gatos, CA)
- …with customers in a friendly and knowledgeable manner, creating a positive shopping experience while driving sales. As a Store Associate , you will actively ... and merchandising standards, freight, and logistics activities, and prioritizing unparalleled client satisfaction. The Store Associate will support a… more
- Kestra Financial (Palo Alto, CA)
- …finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' needs and ... manner. The ideal candidate will have 2+ years of experience in the financial services industry allowing for a...sales application. Training in the building of a vibrant client base where one can exceed client … more
- HNTB (San Jose, CA)
- …duties. **What You'll Need:** + Associate degree and 2 years of relevant work experience , or + In lieu of education, 4 years of relevant work experience ... in HNTB's project management system, ensuring alignment with current client contracts, including change orders, subconsultant agreements, and approved unauthorized… more
- Umpqua Bank (San Jose, CA)
- …A client service specialist also provides an exceptional banking experience to our customers by building relationships and offering appropriate products and ... High school diploma or GED. + One year of experience as a client service specialist. +...a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability… more
- Stanford University (Stanford, CA)
- Associate Director, Research Collections and Data Acquisition **Graduate School of Business, Stanford, California, United States** Library Post Date Mar 07, 2024 ... and innovative management programs. We provide students a transformative leadership experience , pushing the boundaries of knowledge with faculty research, and… more