- Empower (San Mateo, CA)
- …team servicing Empower clients. In partnership with the Practice Lead and the Client Experience Specialist , this role will help deliver a high-touch, highly ... equivalent experience 5+ years related work experience in financial services and client experience FINRA Series 65...disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.… more
- Empower (San Francisco, CA)
- …a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist . While not a people management position, this role will ... client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of… more
- Hope Services (San Jose, CA)
- Developmental Specialist Are you a person who enjoys helping others? Are you currently seeking fulfillment in your professional life? Hope Services is Silicon ... to promoting diversity, equity, inclusion & belonging at all levels.. Hope Services offers an OUTSTANDING benefits package, including Medical, Dental, Vision, 401(k)… more
- AdaptHealth LLC (Santa Barbara, CA)
- …best-practices. Participate in the effort to create training materials and train client engagement and service teams Maintain patient confidentiality and ... this role Find out below. Position Summary: The Operations Specialist is responsible for supporting the Operations Team through...Develop and maintain working knowledge of current products and services offered by the company Must be familiar with… more
- ManpowerGroup (Santa Ana, CA)
- …, a leading organization in the legal support industry, is seeking a dedicated and proactive Client Specialist to join their team. As a Client Specialist ... which will enable you to thrive in this dynamic environment. **Job Title:** Client Specialist **Location:** Santa Ana, CA **Pay Range: $22/hr** **Shift:** Monday… more
- JPMorgan Chase (Pasadena, CA)
- …so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or ... more Client Managers and serve as a contact point for...teams to understand our customers' businesses and deliver personalized service from start to finish. **Job responsibilities:** + Facilitate… more
- Griswold Home Care, Inc (Irvine, CA)
- …ones. * Track marketing activities and outcomes in our CRM/operations system. Client Specialist / Administrative Support (Occasional Secondary Function) * Assist ... Business Development & Client Care Specialist (Non-Medical Home Care)...service . We're seeking a dynamic, relationship-driven Business Development Specialist who can also support occasional administrative and … 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...service and execution support for new and ongoing client relationships. + Gathers required documentation. Prepares, reviews and… more
- Columbia Bank (Walnut Creek, CA)
- Client Service Specialist Retail Banking Group Walnut Creek, California **Description** **About Us:** At Columbia, we create a great place to work by ... the first point of contact for most clients, the Client Service Specialist (Teller) plays...and identify opportunities to provide additional bank products and services . + Always performs teller transactions and cash handling… more
- Columbia Bank (Santa Barbara, CA)
- Client Service Specialist I Retail Banking Group Santa Barbara, California **Description** **About Us:** At Columbia, we create a great place to work by ... the first point of contact for most clients, the Client Service Specialist (Teller) plays...and identify opportunities to provide additional bank products and services . + Always performs teller transactions and cash handling… more
- JPMorgan Chase (Irvine, CA)
- …years of financial services experience. + Demonstrated experience delivering exceptional client service to an affluent client base. **Preferred ... Specialist to help support a team that is dedicated to delivering unparalleled service . As a Client Experience Specialist in the Firm's Consumer and… more
- Terracon (Laguna Hills, CA)
- …. Terracon's growth is due to our talented employee-owners exceeding expectations in client service and growing their careers with new and exciting opportunities ... **33680BR** ** Service Line:** Client Development **Office Name:**...with us" in Southern California as Terracon's next Senior Client Development Specialist !** For this opportunity, our… more
- CBRE (El Segundo, CA)
- Client Services Specialist Job ID 230239 Posted 07-Oct-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support Location(s) ... States of America **About the Role:** As a CBRE Client Service Specialist , you will...part of the global leader in commercial real estate services and investment that helps businesses and people thrive.… 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 Service Specialist to join a boutique wealth management firm. This is primarily a back-office role with some client interaction via email and… 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 seeking an experienced Client ... processes to enhance the client experience. Key Responsibilities + Handle client service requests (account openings, transfers, ACH, RMDs, stock donations).… more
- Banc of California (Irvine, CA)
- …a variety of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Senior Client Services Specialist is a pivotal member of the HOA ... a broad range of loan and deposit products and services , with full- service branches throughout California and...HOA Platform. We're seeking a qualified person that will service client 's needs, have amazing follow up… more
- Banc of California (Escondido, CA)
- …a variety of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Client Service Specialist is a pivotal member of the HOA ... a broad range of loan and deposit products and services , with full- service branches throughout California and...operates. **HOW YOU'LL MAKE A DIFFERENCE** + Front line client service support + Provide phone support… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and Accounting is partnering with a Wealth Management Firm seeking a full-time, experienced Client Service Specialist to join their growing team. This role ... consolidation, access updates, DocuSign preparation, etc.). + Coordinate with the Client Service team to prepare for client meetings, including reports,… 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 ... the loan creation, upload and disclosure process. As the Client Support Specialist , you will provide...and/or credit unions + Work experience providing user support services + Highly effective customer service skills… more
- JPMorgan Chase (San Francisco, CA)
- …years of financial services experience. + Demonstrated experience delivering exceptional client service to an affluent client base. **Preferred ... of a group of Specialists dedicated to delivering unparalleled service . As the Client Experience Manager within...Regional Managing Director to manage team capability by aligning Client Experience Specialist team members to Relationship… more
