- 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 (Pleasanton, CA)
- …its workforce (M/F/Disability/Vet).#LI-JP1 **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service Associate Location: San Jose, CA 100% Onsite Salary: ... + Run back-office reconciliation processes and provide a high level of service to sophisticated clients. + Support web-based conference calls and provide… 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
- Banfield Pet Hospital (Tracy, CA)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. + Helping ... being a member of the team. + Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include… 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
- 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
- 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 ... Action Oriented* Listening Functional* Preventative care and OWPs* Communication Skills* Client Service Skills* Priority Setting* Time Management CAPABILITIES… more
- Banfield Pet Hospital (Tracy, 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 of clients and pets through the hospital, maximizes the productivity of the… 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
- 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
- ManpowerGroup (Sunnyvale, CA)
- …client experience through quality of work and positive communication. Deliver on client SLA ( Service Level Agreements) consistently. * Build and maintain ... ensure efficiency of processes. * Manage associates' day to day performance and associate relations. Provide client reporting and data reconciliation. * Timely… more
- Grant Thornton (San Jose, CA)
- …+ Desire to pursue applicable professional certification as outlined above + Exceptional client service and communication skills with a demonstrated ability to ... skills across our various Risk solutions. As a Risk Associate you will have opportunities to build client...new technologies to collaborate with team members and enhance service delivery + Utilizing various data collection techniques, selecting… 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