- Charles Schwab (Newport Beach, CA)
- …cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary In ... Position Type: Regular Your opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role… more
- PNC (Walnut Creek, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist within PNC's Corporate Banking organization, you will be ... based in Irvine, CA. Client Solution Specialist (CSS) provides support to...implementation and servicing issues. + Initiates, updates and verifies client , account , or transaction details in relevant… more
- Sharecare (Sacramento, CA)
- …initiatives. Acting as a trusted operational partner to the Client Relations Account Management team, the Sr. Specialist ensures that all service commitments ... to client specialists on the team + Assignment of complex client accounts requiring advanced expertise. **Operations Implementation Oversight -** + Drive… more
- Terracon (Laguna Hills, CA)
- …Description:** **"Explore with us" in Southern California as Terracon's next Senior Client Development Specialist !** For this opportunity, our new employee-owner ... history. \#LI-AR1 **Exemption:** Exempt **Requisition ID:** 33680BR **Posting Title:** Senior Client Development Specialist - Public Sector **Employment Type:**… more
- Ethos Veterinary Health (San Marcos, CA)
- Client Care Specialist Join Our Pawsome Team as a Client Care Specialist and Make a Difference! Get to Know Us: At Veterinary Specialty Hospital of San ... (https://www.vshnorthcounty.com/?gad\_source=1&gad\_campaignid=20736222473&gbraid=0AAAAAoj2fGfcaomDiQNvbeRmd2eHBWpOc&gclid=EAIaIQobChMIwpvSrL\_0jgMVmyBECB2mFgSZEAAYASAAEgLqJfD\_BwE) Your Role in Our Story: As a Client Care Specialist , you'll be the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …connect and explore how this role could be the perfect next step in your career. Client Service Specialist About the Role We're seeking an experienced Client ... enhance the overall client experience. Key Responsibilities + Process client service requests, including account openings, transfers, ACH transactions, RMDs,… more
- PennyMac (Moorpark, CA)
- …of homeownership through the complete mortgage journey. A Typical Day The Senior Client Support Specialist - Third Party Origination provides advanced customer ... Party Originators (TPO) for Pennymac Market Sales Managers and Account Executives during the loan creation, upload and disclosure...the loan creation, upload and disclosure process. As the Client Support Specialist , you will provide… more
- Banc of California (Irvine, CA)
- …of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Senior Client Services Specialist is a pivotal member of the HOA Services ... having a passion for helping others and overcoming obstacles to complete a client 's request. Provide account exception approvals when needed. Prioritize daily… more
- Banc of California (Escondido, CA)
- …variety of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Client Service Specialist is a pivotal member of the HOA Services ... by our established service level agreements + Process monetary transactions for customer accounts + Process account maintenance/updates & corrections on IBS +… more
- PNC (Pasadena, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Corporate Banking organization, you will ... and servicing issues as necessary. + Initiates, updates and verifies client , account , or transaction details in relevant systems/applications. Provides… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and ... client accounts while ensuring exceptional service delivery....Processing: Records third-party expenses and disbursements in expense systems. Account Management: Monitors unapplied cash, reallocates payments when bills… more
- Maxim Healthcare (Sacramento, CA)
- Maxim Healthcare is hiring for a Client Relations Specialist to work with clients, patients and active caregivers to monitor program participants' ability to ... admissions/intakes as directed by the management team + Ensures client 's hours/services are authorized by the Payor Source and...client service planning meetings as instructed by the Account Manager or Operations Leader + Maintains the consumer… more
- Charles Schwab (Newport Beach, CA)
- …working relationships + Basic understanding of brokerage regulations and rules that govern client accounts + May be asked to become a Notary **In ... **Your opportunity** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that… more
- Zions Bancorporation (San Diego, CA)
- …Small Business & Middle Market Excellence Awards. We are looking for a **Premier Client Support Specialist ** in **San Diego, CA.** This role focuses on ... support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier… more
- HUB International (Monterey, CA)
- …excellence throughout the insurance community. **THE OPPORTUNITY:** The Personal Lines Client Service Specialist is responsible for providing exceptional service ... clients and their co-workers. They work collectively with assigned account managers to provide support in selling and servicing...accounting issues. + Responsible for follow up on delinquent accounts which have been set to cancel for non-payment… more
- Oracle (Sacramento, CA)
- …for a highly transformative business initiative, requiring a proactive and client -focused renewal sales approach. Maximize adoption of Oracle solutions and identify ... opportunities for product expansion through high-value client relationships. **Key Responsibilities:** + Strategic Initiative Support: This pivotal role supports a… more
- WestCare Foundation (Fresno, CA)
- …monthly balance statements to residents whom have a cash balance in the client funds account ; + Responsible for the disbursement of authorized withdrawals, ... for the collection and recording of revenue in several distinct agency accounts . Work collaboratively with Fresno County and WestCare's residential program to ensure… more
- WTW (San Francisco, CA)
- …and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is ... + Solid organization skills + Ability to mentor a Client Specialist colleague As an ACA you...Account , Health Care and Dependent Care Flexible Spending Accounts , Group Accident, Group Critical Illness, Life Insurance, AD&D,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and share your resume via LinkedIn with JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're seeking a skilled Client Service ... enhance the overall client experience. Key Responsibilities + Process client service requests, including account openings, transfers, ACH transactions, RMDs,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're looking for an experienced Client ... to enhance the overall client experience. Key Responsibilities + Handle client service requests ( account openings, transfers, ACH, RMDs, stock donations) +… more
