- Morgan Stanley (Menlo Park, CA)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... with Financial Advisors *Additional responsibilities and requirements for a Registered Client Service Associate * * Input orders at the direction of… more
- Morgan Stanley (Los Gatos, CA)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Los ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Morgan Stanley (Palo Alto, CA)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate - Bilingual English/Mandarin* ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
- Morgan Stanley (Menlo Park, CA)
- …(M/F/Disability/Vet) **Job:** **Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate * **Location:** *California-Menlo ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service Associate Location: San Jose, CA 100% Onsite Salary: ... + Run back-office reconciliation processes and provide a high level of service to sophisticated clients. + Support web-based conference calls and provide… more
- Robert Half Finance & Accounting (San Jose, CA)
- …professional development. Competitive compensation. Awesome team. Responsibilities: + Providing excellent service to clients. + Helping out in client meetings. ... or Email for fastest consideration for this opportunity. Our client is a thriving wealth management firm in San...San Jose. They're known for their amazing growth, first-class service , and innovative use of technology. This firm offers… 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
- Morgan Stanley (Palo Alto, CA)
- …practice efficiencies * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of ... client experience * Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as… more
- Morgan Stanley (Palo Alto, CA)
- …as tracking follow-ups * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the ... materials, and performance measurement for technically advanced accounts. *DUTIES and RESPONSIBILITIES:* * Client Service :* As a key member of the service… more
- Morgan Stanley (Menlo Park, CA)
- …and tracking follow-ups * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of ... coverage for an FA/PWA/team including: * Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings… more
- JPMorgan Chase (Mountain View, CA)
- …JPMorgan Wealth Management, you will have the opportunity to provide exceptional client service , operational marketing, and administrative support. You will play ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… 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 ... clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client … more
- Umpqua Bank (San Jose, CA)
- Client Service Specialist I Retail Banking Group San Jose, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist also provides an exceptional banking experience… more
- Banfield Pet Hospital (San Jose, CA)
- …Action Oriented* Listening Functional* Preventative care and OWPs* Communication Skills* Client Service Skills* Priority Setting* Time Management CAPABILITIES ... and solve problems. Translates problems into practical solutions. + Client service skills - Consistently ensures the...vision, depth perception, and ability to adjust focus. + Associate is routinely exposed to a variety of pets… more
- Banfield Pet Hospital (Mountain View, CA)
- The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in ... requires special hours including working weekends and evenings. . Associate is routinely exposed to a variety of pets...training is preferred. Start your Banfield Career as a Client Service Coordinator. Learn more about the… more
- VCA Animal Hospitals (San Jose, CA)
- Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission ... We Need You As the face of VCA, the Client Service Representative sets the tone for...based on experience $20.83-$25.00 **If you are a current associate , you will need to apply through our internal… 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...opportunity to play a pivotal role in delivering HR-based service offerings for a Healthcare client . If… 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...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- H&R Block (San Jose, CA)
- …value of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to ... **550913BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- Atria Wealth Solutions (San Jose, CA)
- …relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment services to ... Team! We are a looking for a Financial Advisor Associate (FAA) to provide retirement and investment services for...assigning the servicing and transitioning of "B" and "C" client base, conducting regularly scheduled reviews with assigned clients… more