- PNC (Walnut Creek, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist within PNC's Corporate Banking organization, you will be ... based in Irvine, CA. Client Solution Specialist (CSS) provides support to...implementation and servicing issues. + Initiates, updates and verifies client , account , or transaction details in relevant… more
- Terracon (Laguna Hills, CA)
- …Description:** **"Explore with us" in Southern California as Terracon's next Senior Client Development Specialist !** For this opportunity, our new employee-owner ... history. \#LI-AR1 **Exemption:** Exempt **Requisition ID:** 33680BR **Posting Title:** Senior Client Development Specialist - Public Sector **Employment Type:**… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist A growing wealth management firm is seeking an experienced Client Service Specialist to join our team. This role is ... to ensure exceptional service. What You'll Do + Manage client requests such as account openings, transfers, ACH processing, and document execution. + Communicate… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're seeking an experienced Client ... processes to enhance the client experience. Key Responsibilities + Handle client service requests ( account openings, transfers, ACH, RMDs, stock donations).… more
- Ethos Veterinary Health (San Marcos, CA)
- Client Care Specialist Join Our Pawsome Team as a Client Care Specialist and Make a Difference! Get to Know Us: At Veterinary Specialty Hospital of San ... (https://www.vshnorthcounty.com/?gad\_source=1&gad\_campaignid=20736222473&gbraid=0AAAAAoj2fGfcaomDiQNvbeRmd2eHBWpOc&gclid=EAIaIQobChMIwpvSrL\_0jgMVmyBECB2mFgSZEAAYASAAEgLqJfD\_BwE) Your Role in Our Story: As a Client Care Specialist , you'll be the… more
- Banc of California (Escondido, CA)
- …variety of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Client Service Specialist is a pivotal member of the HOA Services ... by our established service level agreements + Process monetary transactions for customer accounts + Process account maintenance/updates & corrections on IBS +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and Accounting is partnering with a Wealth Management Firm seeking a full-time, experienced Client Service Specialist to join their growing team. This role is ... client communications and completing service requests (money movement, account consolidation, access updates, DocuSign preparation, etc.). + Coordinate with the… more
- PNC (Walnut Creek, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Corporate Banking organization, you will ... implementation and servicing issues. + Initiates, updates and verifies client , account , or transaction details in relevant systems/applications. Provides… more
- Robert Half Office Team (Escondido, CA)
- Description We are looking for an organized HOA Client Services Specialist to join our team in Escondido, California. In this role, you will play a vital part in ... ensuring client satisfaction and maintaining strong relationships by delivering outstanding...while adhering to established service level agreements. * Perform account updates, maintenance, and corrections to ensure data accuracy.… more
- Charles Schwab (Brea, CA)
- …cross-enterprise working relationships + Basic understanding of brokerage regulations and rules that govern client accounts + May be asked to become a Notary + ... **Your opportunity** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and ... client accounts while ensuring exceptional service delivery....Processing: Records third-party expenses and disbursements in expense systems. Account Management: Monitors unapplied cash, reallocates payments when bills… more
- Aston Carter (Valencia, CA)
- Job Title: Senior Client Engagement Specialist Job Description The Sr Client Engagement Specialist acts as the primary liaison between the company and ... plans. Employees enjoy medical, dental, and vision insurance, health savings accounts , and wellness programs. Retirement benefits include a 401(k) plan with… more
- Maxim Healthcare (Sacramento, CA)
- Maxim Healthcare is hiring for a Client Relations Specialist to work with clients, patients and active caregivers to monitor program participants' ability to ... admissions/intakes as directed by the management team + Ensures client 's hours/services are authorized by the Payor Source and...client service planning meetings as instructed by the Account Manager or Operations Leader + Maintains the consumer… more
- HUB International (Monterey, CA)
- …excellence throughout the insurance community. **THE OPPORTUNITY:** The Personal Lines Client Service Specialist is responsible for providing exceptional service ... clients and their co-workers. They work collectively with assigned account managers to provide support in selling and servicing...accounting issues. + Responsible for follow up on delinquent accounts which have been set to cancel for non-payment… more
- Deluxe (Calabasas, CA)
- We're looking for a detail-oriented and customer-focused Client Relations Specialist to join our team. In this role, you'll support business filing operations, ... vary depending on job-related knowledge, skills, location, experience and take into account internal equity. Benefits In line with our commitment to employee… more
- WestCare Foundation (Fresno, CA)
- …monthly balance statements to residents whom have a cash balance in the client funds account ; + Responsible for the disbursement of authorized withdrawals, ... for the collection and recording of revenue in several distinct agency accounts . Work collaboratively with Fresno County and WestCare's residential program to ensure… more
- WTW (San Francisco, CA)
- …and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is ... + Solid organization skills + Ability to mentor a Client Specialist colleague As an ACA you...Account , Health Care and Dependent Care Flexible Spending Accounts , Group Accident, Group Critical Illness, Life Insurance, AD&D,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist - Wealth Management $80-90K + Bonus + 6% 401(k) Match | San Francisco (Hybrid) Jennifer Fukumae with Robert Half Finance & ... a long-established, boutique wealth management firm to hire a Client Service Specialist . This team supports ~700...relationships running smoothly. What You'll Do + Handle day-to-day client requests: money movement, account updates, forms,… more
- Deloitte (Costa Mesa, CA)
- …team and activities, and confirms work products meet our firm's and the client 's quality standards. Additionally, Specialist Masters are expected to mentor/coach ... platforms. Our delivery models are tailored to meet each client 's unique requirements. Recruiting for this role ends on...solution designs that deliver measurable and durable impact. A Specialist Master at Deloitte has deep expertise in a… more
- Deloitte (Costa Mesa, CA)
- …team and activities, and confirms work products meet our firm's and the client 's quality standards. Additionally, Specialist Masters are expected to mentor/coach ... platforms. Our delivery models are tailored to meet each client 's unique requirements. Recruiting for this role ends on...this role ends on 12/5/2025 Work you'll do A Specialist Master at Deloitte has deep expertise in a… more