- Robert Half Accountemps (San Mateo, CA)
- Description Capital Management Firm in San Mateo is looking for a Client Service Associate ! As a Client Service Associate , you will be a crucial ... client experience. You will play a vital role in supporting the firm's client service initiatives and contributing to the overall success of our client … more
- CIBC (San Francisco, CA)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + Prepare and… more
- Raymond James Financial, Inc. (San Diego, CA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- The Walt Disney Company (Burbank, CA)
- …multiple Wealth Advisors with accumulated AUM totaling $100 million or more. The Executive Client Service Associate is responsible for performing in this ... and sales goals. This role also involves identifying and servicing client /member financial needs by means of cross-selling multiple financial products/services in… more
- Robert Half Finance & Accounting (San Jose, CA)
- …and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Job Role: Client Service Associate in Silicon Valley for top RIA firm! ... expanded by $400 million in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This is your chance to be… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Client Service Associate at a Wealth Management Firm. This is a ... and a supportive, team-oriented environment. Responsibilities: + Providing excellent service to clients. + Helping out in client... service to clients. + Helping out in client meetings. + Keeping up-to-date with client … more
- Citigroup (Fountain Valley, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- HUB International (Long Beach, CA)
- …to having many more years of being a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We care about our people, and ... a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our...Account Manager and Account Executive with the entire account service process + Assists with marketing to carriers +… more
- Aristotle Capital Management (Newport Beach, CA)
- …research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The Senior Associate ... RFPs and questionnaire completions, populating and maintaining various industry databases, client support for the relationship management team, and ad-hoc requests… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- HUB International (Pasadena, CA)
- …supervision + Positive attitude toward client relations to provide exceptional, proactive client service + Ability to interact with people across all levels ... our current clients and onboarding new clients through providing professional, courteous service to our clients, business partners, and HUB colleagues. + Responsible… more
- Citizens (San Francisco, CA)
- Description As a Private Wealth Client Service Associate or Registered Client Service Associate , you will play a pivotal role as a trusted ... administrative and operational skills to facilitate business growth while ensuring exceptional client service . In this position, you will attend to client … more
- WTW (San Francisco, CA)
- …standards + Proactively advising clients and ensuring the delivery of superior client service + Facilitating specialist resources and subject matter experts ... **Description** As a Health and Benefits Associate Director, you will lead client engagements involving the design and management of the full array of health and… more
- HUB International (Encino, CA)
- …to having many more years of being a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We care about our people, and ... the service team to provide provides day-to-day service for employee benefits clients by maintaining client... service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong… more
- HUB International (Newport Beach, CA)
- …to having many more years of being a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We care about our people, and ... the service team to provide provides day-to-day service for employee benefits clients by maintaining client... service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong… more
- WTW (Irvine, CA)
- …+ Flexibility and proven ability to identify and resolve issues + Strong client service orientation and ability to respond to all communications effectively ... **Description** As a Lead Health and Benefits Associate you will contribute to a wide variety...with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You… more
- HUB International (Newport Beach, CA)
- …to having many more years of being a part of the HUB family!" **_Clara - Client Service Associate_** **WE'LL TAKE CARE OF YOU.** We care about our people, and ... Services team members on various topics. + Manages and assists with client -related service issues and open enrollment meetings **WHAT YOU BRING TO THE TABLE:**… more
- HSBC (Irvine, CA)
- …and the planet we all share. The Client Experience Associate supports retail operational, service , accounting and compliance-related activities within ... the center team to support these efforts As our Client Experience Associate you will: + Ensure...and placement of collateral + Manage the provision of service to Wealth Center customers. Identify potential process improvements… more
- Banfield Pet Hospital (Walnut Creek, CA)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. . Helping ... being a member of the team. . Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include… more
- HUB International (Diamond Bar, CA)
- …to having many more years of being a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We care about our people, and ... in the system + Provides a high level of customer service to ensure client satisfaction + Maintains professional and technical knowledge by attending educational… more