- 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 (Menlo Park, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Menlo ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Morgan Stanley (Cupertino, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Cupertino* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Morgan Stanley (San Mateo, CA)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate * **Location:** *California-San Mateo* ... *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)
- …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 (Menlo Park, CA)
- …* Coordinates enrollment campaigns/meetings for existing clients * Assigns work to team's Client Service Associate as appropriate * Cultivates and develops ... across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… more
- Zions Bancorporation (Mountain View, CA)
- …in Small Business & Middle Market Excellence Awards. We are looking for a Client Service Associate (Teller) to provide top-notch customer service ... and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a...active for 70 years and has more than 80 full- service branch offices across the state. This dedication has… more
- Robert Half Finance & Accounting (Los Gatos, CA)
- …Robert Half is thrilled to partner with an exceptional company in the search for a Client Associate to join their esteemed Wealth Advisory team. Our client ... contribute to their continued success. Position Overview: As a Client Associate , you will play a crucial...requires a proactive and resourceful individual who excels in client service , administrative tasks, and collaboration. The… more
- Bank of America (San Jose, CA)
- Wealth Management Client Associate San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (San Jose, CA)
- Registered Wealth Management Client Associate San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- Bank of America (Palo Alto, CA)
- Wealth Management Client Associate Palo Alto, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- KPMG (San Jose, CA)
- … models to support a consistent high level customer experience, and ensuring pre-established client service level agreements are satisfied + Serve as a central ... **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition...overseeing our Japanese and Korean bilingual staff + Maintain service focus centered on supporting Japanese and Korean headquartered… 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
- Banfield Pet Hospital (San Mateo, 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 ... Oriented Listening Functional Preventative care and OWPs Position Description Client Service Coordinator - Job Description.docx 2...Job Description.docx 3 of 3 Last Revised: 08/20/2013 JP Associate is routinely exposed to a variety of pets… more
- Banfield Pet Hospital (Campbell, CA)
- …Action Oriented* Listening Functional* Preventative care and OWPs* Communication Skills* Client Service Skills* Priority Setting* Time Management CAPABILITIES ... and solve problems. Translates problems into practical solutions. + Client service skills - Consistently ensures the...vision, depth perception, and ability to adjust focus. + Associate is routinely exposed to a variety of pets… more
- VCA Animal Hospitals (Palo Alto, CA)
- Client Service Representative Are you a compassionate...to $24 / hour **If you are a current associate , you will need to apply through our internal career ... starts with you! We are looking for a personable yet highly professional Client Service Representative to join our team in delivering our mission to our clients… more
- VCA Animal Hospitals (Campbell, CA)
- We are seeking a Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement - your pet's health is our top priority ... We Need You As the face of VCA, the Client Service Representative sets the tone for...times-both inside and outside. **If you are a current associate , you will need to apply through our internal… more
- Horizon Services, Inc. (Hayward, CA)
- JOB TITLE: Associate Director of Outpatient & Prevention Program Operations LOCATION: Project Eden Who are we? Horizon Services, Inc. (HSI) is a nonprofit ... community where our collective experiences enrich each other's growth. The Associate Director of Outpatient & Prevention Programs (ADOPPO) position is instrumental… more
- VCA Animal Hospitals (San Carlos, CA)
- …care and attention they deserve. **Why We Need You** As the face of VCA, the Client Service Representative sets the tone for the practice as we build and ... our city's journey mirrors our dedication to growth and service . At VCA, we foster a culture of collaboration...21-24/hr depending on experience **If you are a current associate , you will need to apply through our internal… more
- VCA Animal Hospitals (Santa Clara, CA)
- ESSENTIAL FUNCTIONS: * Able to work Sundays's * Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to ... 401(k), generous personal pet care discounts and more! **If you are a current associate , you will need to apply through our internal career site. Please log into… more