- Bull Oak (Rancho Santa Fe, CA)
- …individuals attain data-driven planning and pragmatic investing. Join us. We are looking for a Senior Client Service Associate with at least 3 years ... the standard of excellence for the delivery of the client experience, including the physical and virtual environments in...an RIA and is ready to operate at a senior level. This person will improve our workflows and… more
- PwC IT Services Co. (San Diego, CA)
- …Not Applicable **Specialism** IFS - Internal Firm Services - Other **Management Level** Senior Associate **Job Description & Summary** At PwC, our people in ... user experiences. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire...work more efficiently and deliver the highest levels of service to our clients. Youll focus on managing the… more
- Columbia Bank (San Diego, CA)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... strategies consistent with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service . + Other… more
- Dentons US LLP (San Diego, CA)
- …and experiences, we strengthen our ability to provide innovative solutions, deliver exceptional client service , and advance the success of our Firm. Dentons ... Dentons US LLP associates may have a title of Associate , Managing Associate , or Senior ...concepts + Excellent interpersonal skills and a commitment to client service + Capacity to manage multiple… more
- Bank of America (San Marcos, CA)
- …experience. In lieu of this requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate , Lending Client Support ... effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. + Strong written and verbal communications… more
