- HSBC (Cupertino, CA)
- …and works with Center Manager and the center team to support these efforts. As the Client Experience Associate , you will: + Ensure the overall appearance of ... activities while supporting client alternative delivery channel alternatives. Ensures a premium client experience within the Wealth Center channel… more
- Morgan Stanley (Menlo Park, CA)
- …the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through ... Financial Advisors *Additional responsibilities and requirements for a Registered Client Service Associate * * Input orders at...65 (RA) * Two or more years of industry experience preferred * Strong industry, product, and branch procedures… more
- Morgan Stanley (Cupertino, CA)
- … Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists ... diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Cupertino* **Requisition ID:**… more
- Morgan Stanley (Palo Alto, CA)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *California-Palo Alto* ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our...for processing at the direction of the FA/PWA *EDUCATION, EXPERIENCE , KNOWLEDGE, and SKILLS:* _*Education and/or Experience *_… more
- Morgan Stanley (Menlo Park, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Menlo Park* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our...for processing at the direction of the FA/PWA *EDUCATION, EXPERIENCE , KNOWLEDGE, and SKILLS:* *Education and/or Experience *… more
- KPMG (San Jose, CA)
- **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition Number:** 112753 - 12 **Function:** Tax Services **Area of ... KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join...service models to support a consistent high level customer experience , and ensuring pre-established client service level… 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 ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… 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
- H&R Block (Cupertino, CA)
- **557326BR** **Title:** Associate Client Advisor-Small Bus & Tax **What you'll do ** **:** Applies principles of accounting to analyze financial information and ... even better if you also had ** **:** + Experience with PeopleSoft general ledger and query preferred +...to use macros, pivot tables, and query **Posting Title:** Associate Client Advisor-Small Bus & Tax **Sponsored… more
- Robert Half Finance & Accounting (San Jose, CA)
- …Espejo via LinkedIn or Email for fastest consideration for this opportunity. Our client is a distinguished and rapidly growing investment advisory firm based in San ... Jose, renowned for its success driven solely by client referrals-a testament to their excellence in the industry....compliance processes. Requirements + 5+ years of wealth management experience + Must have great tenure at previous jobs… more
- Robert Half Finance & Accounting (San Jose, CA)
- …If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service Associate Location: San Jose, CA 100% Onsite Salary: $90-110k ... monitoring compliance processes. Requirements Qualifications: + 5+ years of experience within the financial services industry. + Strong communication, analytical,… more
- Morgan Stanley (Menlo Park, CA)
- …member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered ... / Private Wealth Advisors * Assigns work to team's Client Service Associate as appropriate * Coordinates...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… more
- Stanford University (Stanford, CA)
- Associate Director, Donor Experience **Graduate School of Business, Stanford, California, United States** Development Post Date Aug 19, 2024 Requisition # 104283 ... Development Communications in the Stanford Graduate School of Business (GSB) seeks an Associate Director, Donor Experience . The Associate Director will work… more
- Morgan Stanley (Menlo Park, CA)
- …member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered ... 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
- KPMG (Santa Clara, CA)
- **Business Title:** Audit Associate | Multiple Locations Summer/Fall 2025 **Requisition Number:** 118176 - 13 **Function:** Audit **Area of Interest:** Campus ... about your future as we are, join our team. KPMG is currently seeking an Audit Associate to join our Audit Services team. Responsibilities: + Work as part of a team… more
- Banfield Pet Hospital (San Mateo, 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 terms ... the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical... Service Skills Priority Setting Time Management CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task- Manages multiple tasks… more
- InGenesis (San Jose, CA)
- …clinical and ancillary staffing engagements, delivering orientation classes, and ensuring client and employee satisfaction. The Associate Program Manager will ... InGenesis is currently seeking a Healthcare industry Associate Program Manager to be part of a...part of a Program Management Team and assist the Client Program Manager across all aspects of a Managed… more
- Ross Stores, Inc. (Dublin, CA)
- …associate issues * Collaborates and aligns as a close business partner with the Associate Experience leader, other areas of HR, and the Operations teams to ... Degree * Thorough understanding of labor law and its practical application * Associate experience mindset, i\.e\. balancing the needs of the associate… 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 pets ... the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical... Service Skills* Priority Setting* Time Management CAPABILITIES AND EXPERIENCE (CAN DO) + Ability to multi-task- Manages multiple… more
- Stanford University (Stanford, CA)
- Associate Director of Operations/Senior Paralegal Manager, Mills Legal Clinic **School of Law, Stanford, California, United States** Administration Post Date Jul 19, ... Requisition # 104014 Stanford Law School seeks a full-time Associate Director of Operations/Senior Paralegal Manager to support the...MLC is to provide law students with the practical experience of working with real clients and communities on… more