- Los Angeles County Development Authority (Alhambra, CA)
- …processing purchase requisitions and purchase orders; monitors approved budget accounts ; recommends modifications or adjustments as appropriate. Maintains accurate ... and sensitive information; assure discreet handling in all aspects of client , staff, and Authority information. Understand the organization and operation of… more
- NextMed (San Francisco, CA)
- Business Developer Job Summary: Results-driven Sales - Business Development Specialist to identify, target, and secure new doctor clients within the medical ... and customer service teams to ensure a seamless onboarding process and high client satisfaction. Market Feedback: Provide feedback to the company on market trends,… more
- City National Bank (Los Angeles, CA)
- * CLIENT CARE SPECIALIST * WHAT IS THE...account inquiries, product and services suggestions, etc. Informs Client Care Leads and Client Contact Center ... OPPORTUNITY? The Client Care Specialist is responsible for responding to and handling a...Independently analyze and resolve complex operational problems on clients' accounts . Independently handle issues for deposits, savings, loan, credit… more
- Citigroup (San Francisco, CA)
- …to customer profile data attributes from the client agreement, account opening initiation, including complex and cross-border accounts , asset transfer, ... The Registered Wealth National Client Onboarding Specialist is a subject matter expert on investment procedures and processes and will work on a team focused on… more
- Ethos Veterinary Health (San Marcos, CA)
- Client Care Specialist Get to Know Us: At Veterinary Specialty Hospital of San Diego - North County, we're more than just a hospital; we're a dedicated community ... (https://www.vshnorthcounty.com/?gad\_source=1&gad\_campaignid=20736222473&gbraid=0AAAAAoj2fGfcaomDiQNvbeRmd2eHBWpOc&gclid=EAIaIQobChMIwpvSrL\_0jgMVmyBECB2mFgSZEAAYASAAEgLqJfD\_BwE) Join Our Pawsome Team as a Client Care Specialist and Make… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …with a collaborative and client -focused wealth management team who is seeking a Client Service Specialist to join their team! This role is a key part ... of the client services function,...of communication tools. + Maintain a paperless office, completing account paperwork electronically whenever possible. + Input, update, and… more
- PNC (Ontario, 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
- Maxim Healthcare (Modesto, CA)
- Maxim Healthcare is hiring for a Client Relations Specialist to work with clients, patients and active caregivers to monitor program participants' ability to ... care, and provide customer service. To support this market's client population, proficiency in both English and Spanish is...client service planning meetings as instructed by the Account Manager or Operations Leader + Maintains the consumer… more
- EFI Global (Sacramento, CA)
- …a solid understanding of the forensic consulting industry? EFI Global is seeking a ** Client Engagement Specialist ** to join our dynamic Client Services team. ... effectiveness, and strengthening business relationships. This role goes beyond traditional client liaison work. You'll manage end-to-end client engagement,… 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
- Charles Schwab (Carmel Valley Village, CA)
- …cross-enterprise working relationships + Basic understanding of brokerage regulations and rules that govern client accounts + May be asked to become a Notary In ... the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for… more
- WestCare Foundation (Fresno, CA)
- Client Services Specialist Job Details Job...to residents whom have a cash balance in the client funds account ; + Responsible for the ... 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
- 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
- Banc of California (Santa Ana, CA)
- …to service existing or new clients related to Payment Card Industry accounts . + Troubleshoots and resolves client inquiries regarding online website ... from clients and branches related to checking and savings accounts , debit cards, certificate of deposits and loans. If...clients, troubleshoots and resolves a wide range of complex client inquiries regarding account activity. + Researches… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …teams + Fulfill client requests with accuracy and professionalism + Compose client communications and assist with account paperwork + Maintain accurate ... Description Client Service Associate Location: New York City or...wealth management firm is seeking a detail-oriented and proactive Client Service Associate to join its client … more
- Aston Carter (Valencia, CA)
- …for industrial end markets. We are looking for an experienced Sr. Customer Service Specialist from the Aerospace Industry that will be the focal point between ITT ... and a major assign customer account for processing customer orders on all routine business...ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service. The company is an equal… more
- UNUM (Walnut Creek, CA)
- …provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring ... help others, and join Team Unum today! **General Summary:** General Summary The Client Development Specialists role is instrumental to the success of the Core Market… 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
- Deloitte (San Francisco, 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 11/30/2025 Work You'll Do A Specialist Master at Deloitte has deep expertise in a… more
- Robert Half Accountemps (San Diego, CA)
- …providing top-notch staffing for accounting, finance, and administrative roles. We are seeking an Account Specialist for a client in San Diego, CA who ... This position is ideal for a professional who thrives in financial operations and account management. The Account Specialist is responsible for managing… more
