- 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 **Location:** *California-Palo Alto* ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… 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. ... via LinkedIn 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
- HSBC (Cupertino, CA)
- …works with Center Manager and the center team to support these efforts. As the Client Experience Associate , you will: + Ensure the overall appearance of the ... communities and the planet we all share. Supports retail operational, service , accounting and compliance-related activities within a Wealth Center. Manages… 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 (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 ... **550855BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… 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...paralegal teams as they prepare for the teaching and service functions of the clinic in advance of each… 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 ... skillset into a medical device role. The overall responsibilities of the Associate Sales Consultant position include providing clinical and selling support in… more
- The ODP Corporation (Los Gatos, CA)
- …and merchandising standards, freight, and logistics activities, and prioritizing unparalleled client satisfaction. The Store Associate will support a ... Store Associate should be passionate about sales, delivering exceptional service , and driving operational excellence. The essential functions of this position… 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 ... developing prospects. This position utilizes excellent customer service and problem-solving skills to confidently provide information and...sales application. Training in the building of a vibrant client base where one can exceed client … more