- Morgan Stanley (Palo Alto, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate - Bilingual English/Mandarin* **Location:** ... *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)
- …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
- Umpqua Bank (San Jose, CA)
- …**About** **You:** + High school diploma or GED. + One year of experience as a client service specialist. + Bilingual , preferred. + Ability to work in a ... Client Service Specialist I Retail Banking...a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability… more
- InGenesis (San Jose, CA)
- Health Care Transportation Associate InGenesis is seeking a Healthcare Transportation Associate to work with our client . In this role, you will be ... months' medical office experience or similarly related experience in customer service setting. * Proficiency in Microsoft Office products. Preferred education,… more
- KPMG (Santa Clara, CA)
- …serve the capital markets by helping ensure accuracy and reliability of client financial information while upholding the principles of objectivity and independence; ... standards of our professional integrity; develop an understanding of client -specific risks through review of financial results, relevant external information,… more
- KPMG (Santa Clara, CA)
- …serve the capital markets by helping ensure accuracy and reliability of client financial information while upholding the principles of objectivity and independence; ... standards of our professional integrity; develop an understanding of client -specific risks through review of financial results, relevant external information,… more
- Horizon Services, Inc. (San Jose, CA)
- …coordination with external partners such as school staff, family members, and other service providers associated with each client . In this fast-paced environment ... Signing Bonus $1500 Sign-On Bonus for Bilingual Applicants : $1,500 (Distributed in 3 parts:...campus + Must be familiar with environmental prevention + Associate degree in SUD, Counseling, Social Work, or related… more
- KPMG (Santa Clara, CA)
- …companies + Build capabilities in key technologies that enable tax professionals for client service delivery such as artificial intelligence (AI), Alteryx, Power ... academic credits required prior to starting as a Tax Associate ) + Upon completion of this internship, candidates must...requirements + Preferred GPA of 3.0 or above + Bilingual in English and Japanese with ability to use… more
- KPMG (Santa Clara, CA)
- …companies + Build capabilities in key technologies that enable tax professionals for client service delivery such as artificial intelligence (AI), Alteryx, Power ... academic credits required prior to starting as a Tax Associate ) + Upon completion of this internship, candidates must...requirements + Preferred GPA of 3.0 or above + Bilingual in English and Japanese with ability to use… more
- Umpqua Bank (San Jose, CA)
- …tracks) + Ability to become NMLS certified. + Prior Client Service Specialist or banking experience. + Bilingual , preferred. **Workstyle:** Fully onsite. ... and wires, safe deposit contracts, and pay and receive transactions. + Back up Client Service Specialists. + Stay current and demonstrate knowledge on products… more
- InGenesis (San Jose, CA)
- InGenesis is seeking a BH Licensed Clinical Social Worker (LCSW) or an Associate Clinical Social Worker (ASW) that is willing to work towards becoming a LCSW. to ... work with our client . In this role, you will be responsible for...a Clinical Social Worker (LCSW) or Psychologist (PsyD). * Associate Clinical Social Worker (ASW) will be considered if… more