- Morgan Stanley (Walnut Creek, CA)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate ** - Part Time* **Location:**… more
- Morgan Stanley (Orinda, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Orinda* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- ThermoFisher Scientific (Vacaville, CA)
- …safe or helping find cures for cancer. Join the fast-paced and dynamic client services team at BioServices Specialty Logistics! We support clinical trials and ... Scientific, the world leader in serving science. **Position Summary** The Project Support Associate works with other project managers in a small pod, helping them… 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
- H&R Block (Lafayette, CA)
- …tax office associates accountable to Standard Operating Procedures (SOP) execution and client service experience, with escalation to the Multi-Unit Team Leader ... **510550BR** **Title:** Block Advisors Associate Team Leader **Our Company** **:** Joining us...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… 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
- H&R Block (Petaluma, CA)
- **510414BR** **Title:** Accelerated Tax Associate **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining...Joining H&R Block as a **Block Advisor Accelerated Tax Associate ** means you will have the support of an… more
- KPMG (Walnut Creek, CA)
- **Business Title:** Senior Associate , Asset Management **Requisition Number:** 109029 - 15 **Function:** Tax Services **Area of Interest:** **State:** CA **City:** ... 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)
- …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
- KPMG (Walnut Creek, CA)
- …Tax (SALT) (https://tax.kpmg.us/services/state-local-tax.html) practice. Responsibilities: + Provide excellent client service to multi-state companies with state ... **Business Title:** Senior Associate , Indirect Tax **Requisition Number:** 111974 - 15...includes preparing clients for discussions with auditors, representing the client at hearings and at appeal meetings, and preparing… more
- KPMG (Walnut Creek, CA)
- **Business Title:** Associate Director, Market Development **Requisition Number:** 111236 - 15 **Function:** Business Support Services **Area of Interest:** ... your future as we are, join our team. KPMG is currently seeking an Associate Director, Market Director for Global Mobility Services to join our KPMG Delivery Network… 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
- 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 , Cloud Platform Engineer **Requisition Number:** 112282 - 15 **Function:** Business Support Services **Area of Interest:** ... future as we are, join our team. KPMG is currently seeking a Senior Associate , Cloud Platform Engineer to join our Global Information Technology Group which is part… 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
- JPMorgan Chase (Bay Point, CA)
- …combined with cutting-edge financial technology and the most welcoming and friendly service , you will be front and center representing our brand and culture. ... providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of… more
- Philadelphia Insurance Companies (Walnut Creek, CA)
- …50 and rated A++ by AM Best. Duties We are looking for a Marketing/Sales Associate to join PHLY's Marketing team in Walnut Creek, CA. Summary - Working under direct ... provides support to solicit business through agents, wholesalers, brokers and direct client contact and qualify telemarketing leads. Assists in the development and… more