- 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 (Walnut Creek, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Sr. Registered Client Service Associate * **Location:** *California-Walnut ... *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
- Morgan Stanley (Menlo Park, CA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate - Part-Time* **Location:** ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… 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
- Morgan Stanley (Palo Alto, CA)
- …as tracking follow-ups * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the ... materials, and performance measurement for technically advanced accounts. *DUTIES and RESPONSIBILITIES:* * Client Service :* As a key member of the service… more
- Banfield Pet Hospital (Walnut Creek, 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
- Wells Fargo (San Jose, 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
- Sedgwick (Concord, CA)
- …to work. Great Place to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer Client Services Associate (ON-SITE Concord, CA) **PRIMARY PURPOSE** : To ... in solving escalated problems related to the workers' compensation process and service . + Assists client with claim review meeting scheduling. + Contributes… 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
- HSBC (Fremont, CA)
- …works with Center Manager and the center team to support these efforts. As the Client Experience Associate , you will: + Ensure the overall appearance of the ... communities and the planet we all share. Supports retail operational, service , accounting and compliance-related activities within a Wealth Center. Manages… more
- JPMorgan Chase (Palo Alto, CA)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client … more
- AccentCare, Inc. (Walnut Creek, CA)
- Overview Why You'll Love Being a Client Service Coordinator at AccentCare Do you enjoy providing outstanding patient care? Bring your organizational skills and ... care and join the AccentCare team today in this Client Service Coordinator role. When you join...home care experience highly desirable High School or GED required. Associate 's Degree preferred Staffing experience preferred Valid Driver's… 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
- Banfield Pet Hospital (Antioch, CA)
- S UMMARY OF J OB P URPOSE AND F UNCTION: The Client Service Coordinator ("CSC") drives the f low of clients and p ets through the hospital, maximizes the ... Listening Functional Preventative care and OWPs C ommunication Skills Client Service Skills Priority Setting Time Management...peripheral vision, depth perception, and ability to adjust focus. Associate is rou tinely exposed to a variet y… more
- Banfield Pet Hospital (Mountain View, CA)
- The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in ... requires special hours including working weekends and evenings. . Associate is routinely exposed to a variety of pets...training is preferred. Start your Banfield Career as a Client Service Coordinator. Learn more about the… more
- Elevance Health (Walnut Creek, CA)
- …**Concierge Service Associate ** will be responsible for assisting national marquee client (s) with the At Your Service Model. **How you will make an ... **Title: Concierge Service Associate ** **Location:** This position will work a onsite model. Ideal candidates will live within 50 miles of one of our PulsePoint… 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