- Morgan Stanley (Walnut Creek, CA)
- *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth ... Assist FAs / PWAs/ teams in delivering against their business plan and client service model * Remaining current on all policies, procedures, and new platforms *… more
- CDM Smith (Concord, CA)
- …Unit:** NAU **Job Description:** CDM Smith has a new opportunity for an experienced Client Service Leader to lead client engagement and business development ... budgets and costs. * Engaging in routine coordination with other area client service leaders and internal business units to meet business objectives. * Following… more
- CDM Smith (Walnut Creek, CA)
- …**Job Description:** CDM Smith's Federal Services Unit is seeking an experienced and results-driven Client Service Leader to drive our digital growth with the US ... Government. The Client Service Leader will play a key role in the implementation of business development strategies to achieve aggressive and sustainable growth… more
- Umpqua Bank (San Rafael, CA)
- Client Service Specialist I Retail Banking Group San Rafael, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist also provides an exceptional banking experience… more
- Banfield Pet Hospital (Walnut Creek, 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 ... hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. . Maximize the… more
- Banfield Pet Hospital (Walnut Creek, 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, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient… more
- Umpqua Bank (Benicia, CA)
- Client Service Specialist - Float Retail Banking Group Vacaville, California Benicia, California Sacramento, California Woodland, California **Description** ... resolves complex technical problems on customer accounts. + Provide exceptional customer service . + Demonstrate compliance with all bank regulations that apply to… more
- BMO Financial Group (San Ramon, CA)
- …effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service ... may include writing, editing and distributing communications. + Tracks collection of client service fees + Collaborates with internal and external stakeholders… more
- The Hartford (Walnut Creek, CA)
- …re-direct requests to the Customer Solutions Center (CSC) and delegate follow-up to Client or Service Consultants ( service matters not handled by ... Client Advisor Priority Business - SA08DE We're determined...face of disability or personal crisis. Responsibilities: + Customer Service (Priority Business). + Manages Priority Account (PB) Book… more
- Jacobs (Oakland, CA)
- …consulting & advisory, planning, design, PMCM, and alternative delivery work. * You'll lead client service teams for existing and new clients across the State of ... and the global community, join us as an Aviation Client Account Manager and Practice Lead based out of...Aviation strategy for California. In this role, you'll drive client outreach strategies and relationship development actions, identify key… more
- Sedgwick (Concord, CA)
- …of claims within service expectations, industry best practices, and specific client service requirements. **PRIMARY PURPOSE OF THE ROLE:** We are looking ... Workplace(R) Forbes Best-in-State Employer Workers Compensation Claims Examiner | Dedicated Client | Remote | Must have California Workers Compensation Experience… more
- Charles Schwab (Walnut Creek, CA)
- …**What you have** **Required Qualifications:** + 1+ years of Client /Customer Service experience **Preferred Qualifications:** + Previous experience ... quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to...have the opportunity to bring your passion for customer service to a role and a firm that will… more
- Sedgwick (Concord, CA)
- … in solving escalated problems related to the workers' compensation process and service . + Assists client with claim review meeting scheduling. + Contributes ... in achieving client -driven performance objectives and service standards within the company. **ADDITIONAL FUNCTIONS and RESPONSIBILITIES** + Performs other duties… more
- Citigroup (Pleasant Hill, CA)
- …face-to-face customer service , digital engagement and basic sales/referrals + Open, client service orientation and desire to help customers is required + ... with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or… more
- City National Bank (Oakland, CA)
- …the activities of branch personnel towards attainment of branch goals, including sales, client service and proper credit quality and risk management. Responsible ... of assigned branch with particular emphasis on managing a client -driven sales and service environment. This may be accomplished through active calling efforts… more
- City National Bank (Walnut Creek, CA)
- … provider for existing and newly developed relationships. Retains and grows client relationships through high touch service and delivering investment analysis, ... * CLIENT MANAGER* WHAT IS THE OPPORTUNITY? Is primary...process. * Manage relationships with the Private Banker and client team in planning, delivery and regular review with… more
- City National Bank (Walnut Creek, CA)
- …Manager. *Must-Have** * HS Diploma * Minimum 7 years of experience in client service , banking operations or Private Banking relationship management support ... clients with accurate, timely and extensive information to ensure quality service and client retention. Oversees the risk associated with the operational aspects… more
- City National Bank (Walnut Creek, CA)
- …of the branch. Provides expertise in all aspects of providing exemplary client service . Successfully completes Onboarding Workshops, and all relevant ... Bank personnel, corporate and bank clients demonstrating commitment to quality client service . * Represents the Bank by actively participating in outside civic… more
- HNTB (Oakland, CA)
- …staff reporting; and support for performance and compensation reviews. + Partners with Client Service Leaders and pursuit champions to assist with business ... performance: delivery of quality work, on time, on budget and to the client 's satisfaction on every project. This position proactively manages the budget, schedule,… more
- CDM Smith (Concord, CA)
- …escalating any performance issues to appropriate management and human resources. * Client Service Management and Sales Collaboration: Building, maintaining and ... quantifying, and communicating risk (time and cost). Creating and reviewing timely client billings with internal billing support. Responsible for ensuring timely … more