- Crash Champions (Pinole, CA)
- …**Posted Max Pay Rate** USD $25.00/Hr. **ID** _2025-17120_ **Category** _ASAP - Associate Service Advisor Program_ **Position Type** _Regular Full-Time_ ... Champions is the largest founder-led multi-shop operator (MSO) of high-quality collision repair service in the US The company, which also operates the growing Crash… more
- JPMorgan Chase (Santa Rosa, CA)
- …single point of contact for advisors in a given location, making connections for the advisor across Product, Service or Technology. You will answer advisor ... offers US based clients and their advisors the personalized service of a dedicated wealth management business and the...customize solutions tailored to clients' specific needs. As an Advisor Concierge with JP Morgan Advisors, you will serve… more
- H&R Block (San Anselmo, CA)
- …and play, our door is always open. A Typical Day Joining us as an Associate Team Leader, you'll support a single retail office during tax season to consistently ... of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to the… more
- Nuveen Investments (San Francisco, CA)
- **Wealth Distribution Internal Advisor Consultant** The Wealth Distribution Internal Advisor Consultant proactively builds business partnerships with advisors in ... a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell advisors and convert… more
- Columbia Bank (Santa Rosa, CA)
- …financial services assistant. Advisors will be eligible to have a dedicated financial service assistants as production grows. This helps you focus more on client ... approach to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure.… more
- Bank of America (Corte Madera, CA)
- …In lieu of this requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate , Lending Client Support Manager, Lending ... Credit Solutions Advisor - Corte Madera, CA - Bilingual Spanish...and including termination. **Responsibilities:** + Provides specialized and personalized service offering advice and guidance to financial center clients… more
- H&R Block (Greenbrae, CA)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round.… more
- CARMAX (Fairfield, CA)
- …career should be! **General Summary:** Under general supervision, deliver exceptional customer service by acting as a liaison between the customer and retail ... technician (Traditional), or mechanical associate (Flow) on the phone before, during, and after...(Flow) on the phone before, during, and after the service /repair processes. **Principle Duties and Responsibilities:** ♦ Meet and… more
- H&R Block (Greenbrae, CA)
- …concisely via phone, email and chat + Experience utilizing effective customer service techniques + Analytical and problem-solving skills + Successful completion of ... well-being, and financial wellness needs. + Medical coverage - allows eligible associate well-being programs including mental health support and coaching + 401k… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client… more
- IBM (San Francisco, 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 ... and responsibilities** We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a- Service Architect...and IBM communities, establishing our firm as a trusted advisor in the SAP AI-driven testing space. * Incentive… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate . You will support an exclusive group of high-net-worth corporate ... and professional pursuits. Founded by a former Morgan Stanley advisor with 10+ years of experience, the practice now...and internal departments. Requirements + 3+ years of client service experience, ideally within a RIA or wealth management… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | Hybrid | ... Proficiency in Microsoft Office; CRM experience (Salesforce/MS Dynamics) preferred + Schwab Advisor Center familiarity a plus Interested or even just curious? Reach… more
- JPMorgan Chase (San Francisco, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high ... Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support...high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play… more
- LinkedIn (San Francisco, CA)
- …organization to run effectively and efficiently. This individual will act as an advisor to executives in the sales organization and is responsible for helping crack ... the business. As a Sales Strategy & Operations Senior Associate , you will be partnering with senior sales executives...Responsibilities: + Serve as a thought partner and business advisor to our sales executives + Lead central sales… more
- CoStar Realty Information, Inc. (San Francisco, CA)
- Sales Associate , Apartments.com - San Francisco, CA Job Description Sales Associate , Apartments.com - San Francisco, CA Job Description CoStar Group (NASDAQ: ... innovative tools for our customers. As an Apartments.com **Sales Associate ,** you will be part of a dynamic team...Build and maintain relationships with clients as a trusted advisor to their strategic marketing plan and grow revenue.… more
- Bank of America (Mill Valley, CA)
- Wealth Management Client Associate Mill Valley, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Mill-Valley/Wealth-Management-Client- Associate \_25045300) **Job Description:** Merrill Wealth Management is a leading… more
- Principal Financial Group (Walnut Creek, 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 business ... position offers the opportunity to build meaningful relationships, deliver exceptional service , and directly influence both client outcomes and your compensation.… more
- JPMorgan Chase (San Francisco, CA)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service ,… more
- US Bank (San Francisco, CA)
- …you excel at-all from Day One. **Job Description** This position is a service and support representative functioning as the primary, daily contact between Wealth ... escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively to identify potential problems,… more