- Morgan Stanley (Walnut Creek, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *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). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Pleasanton* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Morgan Stanley (Oakland, CA)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *California-Oakland* ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Robert Half Finance & Accounting (Pleasanton, CA)
- …If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service Associate Location: Pleasanton Salary: 75k-85k About the ... + Serve as the primary contact for clients, facilitating client activity and handling daily service needs. + Responsible for the account opening process. +… 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
- 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 (San Jose, CA)
- Wealth Management Client Associate San Jose, 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
- 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
- Topgolf (Walnut Creek, CA)
- The Client Associate is responsible for maintaining...to drive and reward repeat business + Adhere to client service standards and company policies and ... the in-store sales and service experience and promoting sales culture within the retail...**EDUCATION AND EXPERIENCE** + Minimum 1-year experience in a client services related capacity **PHYSICAL REQUIREMENTS / WORK ENVIRONMENT… 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
- Umpqua Bank (Walnut Creek, CA)
- Client Service Specialist I Retail Banking Group Walnut Creek, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest ... a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist also provides an exceptional banking experience… 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 (San Leandro, CA)
- …veterinary practice in San Leandro, California, is seeking an experienced Client Service Representative to join our swing/evening team. The ... We Need You As the face of VCA, the Client Service Representative sets the tone for...is **$21 to $27.50.** **If you are a current associate , you need to apply through our internal career… more
- Horizon Services, Inc. (Hayward, CA)
- JOB TITLE: Associate Director of Outpatient & Prevention Program Operations LOCATION: Project Eden Who are we? Horizon Services, Inc. (HSI) is a nonprofit ... community where our collective experiences enrich each other's growth. The Associate Director of Outpatient & Prevention Programs (ADOPPO) position is instrumental… more