- Morgan Stanley (Napa, CA)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate * **Location:** *California-Napa*… more
- Wells Fargo (Walnut Creek, CA)
- **About this role:** Wells Fargo is seeking a Profit Formula Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo ... 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
- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate Walnut Creek, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- KPMG (Walnut Creek, 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 (Pleasant Hill, CA)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Umpqua Bank (Napa, CA)
- Client Service Specialist I Retail Banking Group Napa, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ ... a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist provides an exceptional banking experience to our… more
- The Cigna Group (Walnut Creek, CA)
- …through strategic service plans to facilitate results attainment for the client experience and net promoter score (NPS), persistency and overall customer growth. ... and ability to manage a complex book engaging proactively with the client /broker, solving unique service issues and inquiries, ensure potential problems… more
- Robert Half Finance & Accounting (Lafayette, CA)
- …career growth + Fun and energetic work culture Requirements Key requirements + 1-3 years of client service experience + Series 65 or ability to get it in 6 ... under Charlie O'Brien and email me your resume. Our client is an employee-owned wealth management firm in the...client needs first. Responsibilities: + Support lead and associate advisors as their book of clients continues to… more
- H&R Block (Pittsburg, CA)
- …tax office associates accountable to Standard Operating Procedures (SOP) execution and client service experience, with escalation to the Multi-Unit Team Leader ... **500107BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- KPMG (Walnut Creek, CA)
- **Business Title:** Associate , Infrastructure Project Advisory (Construction/Engineering) **Requisition Number:** 111168 - 15 **Function:** Advisory **Area of ... all KPMG business travel, international and domestic, is currently restricted to client -essential sales/delivery activity only. At some point in the future and with… more
- The ODP Corporation (Napa, CA)
- …and merchandising standards, freight, and logistics activities, and prioritizing unparalleled client satisfaction. The Store Associate will support a ... Store Associate should be passionate about sales, delivering exceptional service , and driving operational excellence. The essential functions of this position… more
- KPMG (Walnut Creek, CA)
- …to articulate complex information + Ability to handle multiple engagements and client service teams KPMG complies with all local/state regulations regarding ... **Business Title:** Senior Associate , Asset Management - Real Estate **Requisition Number:**...provide industry knowledge and experience + Build and manage client relationships by engaging with them on a frequent… more
- Anderson Merchandisers (American Canyon, CA)
- …sounds like a good fit for you, come join our team! The Flex Associate position is responsible for assisting other Anderson Merchandisers associates in execution of ... client projects. Employment will be on-going on an as...objects up to 100 lbs with assistance from another associate + Work could be performed while sitting, standing… more
- KPMG (Walnut Creek, CA)
- **Business Title:** Senior Associate , Disaster Recovery **Requisition Number:** 111234 - 15 **Function:** Advisory **Area of Interest:** **State:** CA **City:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...career in Advisory. KPMG is currently seeking an Senior Associate in S&L Regulatory & Compliance for our Consulting… more
- KPMG (Walnut Creek, CA)
- …and help develop current tax practices, new technologies and tools used in client service delivery, and participate in technology or process development ... **Business Title:** Senior Associate , Operating Partnerships **Requisition Number:** 113059 - 15 **Function:** Tax Services **Area of Interest:** **State:** CA… more
- KPMG (Walnut Creek, CA)
- **Business Title:** Senior Associate , Infrastructure Capital Projects & Climate Advisory (Broadband) **Requisition Number:** 112146 - 15 **Function:** Advisory ... Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In… more
- Kohl's (Napa, CA)
- …older + Flexible availability, including days, nights, weekends, and holidays Preferred + Client facing retail or service industry experience Pay Range: $16.00 - ... Role In this role, you will deliver excellent customer service in point of sale and customer services processes...register and cash balancing, change orders, replenish supplies) All associate roles at Kohl's are responsible for: + Acting… more
- KPMG (Walnut Creek, CA)
- **Business Title:** Senior Associate , Japanese Global Executive and Private Clients **Requisition Number:** 112756 - 15 **Function:** Tax Services **Area of ... as a firm KPMG is currently seeking a Senior Associate to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice. Responsibilities:… more
- KPMG (Walnut Creek, CA)
- **Business Title:** Senior Associate , Asset Management **Requisition Number:** 111194 - 15 **Function:** Tax Services **Area of Interest:** **State:** CA **City:** ... as a firm KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT)...on job classification, standard work hours, and years of service , KPMG provides Personal Time Off per fiscal year.… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …the Senior Advisor Associate , you will provide support for Lead and Service Advisors, including financial modeling, analysis, and research, as well as client ... apply here and message Jeffrey Abrams on LinkedIn for prompt consideration** Our client is a family friendly independent registered investment advisory firm based in… more