- HSBC (Fremont, CA)
- …and works with Center Manager and the center team to support these efforts. As the Client Experience Associate , you will: + Ensure the overall appearance of ... activities while supporting client alternative delivery channel alternatives. Ensures a premium client experience within the Wealth Center channel… more
- Wells Fargo (San Jose, CA)
- …for completeness and forwarding to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and ... **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… more
- Morgan Stanley (Pleasanton, CA)
- … Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists ... diversifying its workforce (M/F/Disability/Vet).#LI-JP1 **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Pleasanton* **Requisition ID:**… 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 ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- KPMG (Santa Clara, CA)
- **Business Title:** Audit Associate , Japanese Practice | Multiple Locations Summer/Fall 2025 **Requisition Number:** 118178 - 13 **Function:** Audit **Area of ... about your future as we are, join our team. KPMG is currently seeking an Audit Associate to join our Audit Services team. Responsibilities: + Work as part of a team… more
- InGenesis (San Jose, CA)
- …clinical and ancillary staffing engagements, delivering orientation classes, and ensuring client and employee satisfaction. The Associate Program Manager will ... InGenesis is currently seeking a Healthcare industry Associate Program Manager to be part of a...part of a Program Management Team and assist the Client Program Manager across all aspects of a Managed… more
- Ross Stores, Inc. (Dublin, CA)
- …associate issues * Collaborates and aligns as a close business partner with the Associate Experience leader, other areas of HR, and the Operations teams to ... Degree * Thorough understanding of labor law and its practical application * Associate experience mindset, i\.e\. balancing the needs of the associate… more
- H&R Block (Pleasanton, CA)
- …tax office associates accountable to Standard Operating Procedures (SOP) execution and client service experience , with escalation to the Multi-Unit Team Leader ... **557654BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining… more
- KPMG (San Jose, CA)
- …Excellent oral and written communication skills + Ability to travel and work at client locations + Technical skills and experience with research and development ... **Business Title:** Senior Associate , Tax - R&D Credits (AMCS) **Requisition Number:**...and development (R&D) tax credit consulting services, including leading client interviews and discussions, performing tax technical research and… more
- H&R Block (Livermore, CA)
- …and hold all tax office associates accountable to Service Standards execution and client service experience , with escalation to the Multi-Unit Team Leader and ... **550849BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the… more
- Banfield Pet Hospital (Dublin, CA)
- Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets ... the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical... Service Skills* Priority Setting* Time Management CAPABILITIES AND EXPERIENCE (CAN DO) + Ability to multi-task- Manages multiple… more
- Banfield Pet Hospital (Tracy, CA)
- Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, ... the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical...Skills * Priority Setting * Time Management CAPABILITIES AND EXPERIENCE (CAN DO) . Ability to multi-task- Manages multiple… more
- Atria Wealth Solutions (San Jose, CA)
- …(or 63 and 65) and California Insurance License + Financial services industry experience + Client -focused + An excellent listener with strong communication ... relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment services to… more
- The ODP Corporation (Brentwood, CA)
- …with customers in a friendly and knowledgeable manner, creating a positive shopping experience while driving sales. As a Store Associate , you will actively ... and merchandising standards, freight, and logistics activities, and prioritizing unparalleled client satisfaction. The Store Associate will support a… more
- KPMG (Santa Clara, CA)
- …and trust taxation; multi-generational estate planning experience is a plus + Experience managing multiple client engagements and client service teams + ... **Business Title:** Senior Associate , Business Tax Services - Private Enterprise **Requisition...services to owners and senior executives of KPMGs private client base which focuses on ultra-high net worth individual,… more
- BrightView (San Jose, CA)
- …BrightView clients. They build and sustain long-term relationships, focusing on both client retention and ancillary sales. The Associate Account Manager works ... grow to be your brightest. We're looking for an Associate Account Manager. Can you picture yourself here? Here's...to sell ancillary services + Generating referrals from existing client base and communicate to Business Developer + Developing… more
- KPMG (Santa Clara, CA)
- **Business Title:** Senior Associate , Asset Management **Requisition Number:** 115247 - 13 **Function:** Tax Services **Area of Interest:** **State:** CA **City:** ... as a firm KPMG is currently seeking a Senior Associate to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice. Responsibilities:… more
- KPMG (San Jose, CA)
- **Business Title:** Senior Associate , Internal Audit **Requisition Number:** 119115 - 12 **Function:** Advisory **Area of Interest:** **State:** CA **City:** San ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...career in Advisory. KPMG is currently seeking a Senior Associate in Internal Audit & Enterprise Risk for our… more
- KPMG (Santa Clara, CA)
- **Business Title:** Technology Risk, Senior Associate **Requisition Number:** 119368 - 13 **Function:** Advisory **Area of Interest:** **State:** CA **City:** Santa ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...exchange materials Qualifications: + Minimum three years of recent experience working within IT risk (first line or second… more
- KPMG (Santa Clara, CA)
- **Business Title:** Client Engagement & Billing Technician (EVS) **Requisition Number:** 119392 - 13 **Function:** Tax Services **Area of Interest:** **State:** CA ... for as a firm. KPMG is currently seeking a Client Engagement & Billing Technician to join our Business...setup upon direction and approval by management Qualifications: + Associate or bachelor's degree in accounting or related field… more