- HUB International (Irvine, CA)
- …customer's needs and provide them with innovative insurance solutions. The Personal Lines Client Service Associate is responsible for providing exceptional ... a generous 401k plan and more! **POSITION SUMMARY:** Our service professionals play a vital role in supporting our...EPIC as per established process and procedures (ie adding client shell, billing inquiries, etc.). + Performs other duties… more
- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- Zions Bancorporation (San Clemente, CA)
- …Business & Middle Market Excellence Awards. We are looking for a **Part-Time Teller ( Client Service Associate )** 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
- Wells Fargo (Irvine, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- Bank of America (Irvine, CA)
- Wealth Management Client Associate (Part-time) Irvine, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- JPMorgan Chase (Westminster, CA)
- … in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Client Advisors. Your role will encompass the efficient management… more
- BMO Financial Group (Newport Beach, CA)
- + Must have client service experience + Must have the ability to manage client queries and further escalate queries as and when required + Knowledge or ... enhancement opportunities are identified and addressed or referred during client service interactions. **Responsibilities:** + Handles transactional requests,… more
- Principal Financial Group (Costa Mesa, CA)
- …Do** Are you passionate about making a difference in people's lives? As an ** Associate Client Relationship Consultant** , you'll play a key role in driving ... This position offers the opportunity to build meaningful relationships, deliver exceptional service , and directly influence both client outcomes and your… more
- IBM (Irvine, CA)
- **Introduction** We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a- Service Architect to join our team and lead the practice in ... clients **Your role and responsibilities** We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a- Service Architect to join our team… more
- Banfield Pet Hospital (Aliso Viejo, CA)
- Client Service Coordinator SUMMARY OF JOB...vision, depth perception, and ability to adjust focus. + Associate is routinely exposed to a variety of pets ... PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow...support your overall wellbeing and help you thrive.* + Associate Life Insurance (company-paid) & Supplemental Life Insurance: Protect… more
- BluePearl (Irvine, CA)
- **BluePearl Pet Hospital is hiring an extraordinary Client Service Coordinator.** **Schedules:** Thursday - Sun 9am-7pm and Wed-Sat 1:30a-11:30p. Are you an ... to hear from you. At BluePearl Veterinary Partners, our Client Service Coordinators are imperative to the...hospital. In this position, you are the first BluePearl Associate that the client sees. You will… more
- Banfield Pet Hospital (Laguna Niguel, CA)
- SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity ... * Preventative care and OWPs * Communication Skills * Client Service Skills * Priority Setting *...vision, depth perception, and ability to adjust focus. . Associate is routinely exposed to a variety of pets… more
- VCA Animal Hospitals (Laguna Niguel, CA)
- …is seeking an amazing candidate with veterinary reception experience for a full-time Client Service Representative position. We are a four-doctor primary care ... and dental services. Our practice needs a friendly, caring and compassionate customer service oriented animal lover that will wow our clients and help our front… more
- IBM (Irvine, CA)
- **Introduction** IBM Consulting is seeking an Associate Partner to join the Customer & Commerce Transformation Center of Competence (CoC) - a global team helping ... reimagine their front office through AI-led transformation. Building on IBM's own " Client Zero" journey-where IBM transformed its Sales, Marketing, Commerce, and … more
- JPMorgan Chase (Irvine, CA)
- …+ Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or ... the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with… more
- BrightView (Santa Ana, CA)
- …in branch meetings and assist Senior Account Manager in overall leadership of Client Service Team + Maintain satisfactory Accounts Receivable levels. + ... role builds and sustains long-term relationships, focusing on both client retention and ancillary sales. The Associate ...during formal meetings with customers to ensure quality and service expectations are met. + Lead and facilitate or… more
- BrightView (Riverside, CA)
- …meetings and assist the Senior Account Manager in overall leadership of the client service team + Maintain satisfactory accounts receivable levels + Coordinate ... role builds and sustains long-term relationships, focusing on both client retention and ancillary sales. The Associate ...regular site walkthroughs with clients to ensure quality and service expectations are met + Lead and facilitate or… more
- City National Bank (Irvine, CA)
- …segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Manages overall relationship ... *RELATIONSHIP MANAGER ASSOCIATE * WHAT IS THE OPPORTUNITY? Develops and...from existing customers, providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and… more
- VCA Animal Hospitals (Tustin, CA)
- …work directly with our clients. Must have previous experience in a busy, client facing environment. It is preferred to have knowledge of veterinary terminology and ... experience in a veterinary facility. ESSENTIAL FUNCTIONS: * Customer service functions, including: greeting visitors, answering telephones, and guiding clients and… more
- H&R Block (Irvine, CA)
- …value of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to ... always open. A Typical Day Joining us as an Associate Team Leader, you'll support a single retail office...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more