- CIBC (San Francisco, CA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + Prepare and… more
- 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 (San Francisco, CA)
- …(M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate * **Location:** *California-San ... *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
- Citigroup (San Francisco, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Citizens (San Francisco, CA)
- …intimately focusing on each client 's unique circumstances. The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day ... gold glove experience to clients that results in long-term client loyalty to join our growing team. Additionally, a...specific Wealth Manager Teams. The CSA leads onboarding and service for new and existing clients. The incumbent is… more
- Morgan Stanley (San Francisco, 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 (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
- Bank of America (San Francisco, CA)
- Wealth Management Seasonal Client Associate San Francisco, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- KPMG (San Francisco, CA)
- … models to support a consistent high level customer experience, and ensure pre-established client service level agreements are satisfied + Serve as a central ... **Business Title:** Global Executive & Private Client Group (GEPC) Associate **Requisition Number:**...our Japanese and Korean bilingual staff + Maintain a service focus centered on supporting Japanese and Korean headquartered… more
- JPMorgan Chase (San Francisco, 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 (Pacifica, 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 ... Oriented Listening Functional Preventative care and OWPs Position Description Client Service Coordinator - Job Description.docx 2...Job Description.docx 3 of 3 Last Revised: 08/20/2013 JP Associate is routinely exposed to a variety of pets… 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
- HUB International (San Francisco, CA)
- …with financial security and career satisfaction. **THE OPPORTUNITY:** The Commercial Lines Client Service Manager oversees functions of a Commercial Lines ... to service a book of business. The Client Service Manager provides support by knowing...years of relevant experience Required Travel: Negligible Required Education: Associate degree (2-year degree) HUB International Limited is an… 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
- 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
- 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