- ADP (San Dimas, CA)
- ADP is hiring a **Senior Client Service - Product Support Specialist -- Tax.** + _Are you ready to join a company offering career advancement opportunities ... our clients. Ready to #MakeYourMark? **Apply now!** **To learn more about Client Service at ADP, visit** https://jobs.adp.com/teams-roles/ client - service /… more
- Bank of America (San Francisco, CA)
- …results focused and effective **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through...in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage… more
- Bank of America (San Francisco, CA)
- …results focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through...in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage… more
- Bank of America (San Francisco, CA)
- …a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As an WMCA ... to be a WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise… more
- Bank of America (Beverly Hills, CA)
- …ACRM partners with the Market Client Relationship Manager in managing the Client Associates, Service Support Staff, and the Market's Operations functions ... Participate in the management and training & development of the Market's Client Associates and Service Support Staff + Develop an understanding of and… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …as the first point of contact for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors + Prepare and process ... with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, ...daily custodian alerts and follow up as needed + Support client onboarding, account setup, and CRM… more
- Bank of America (Los Angeles, CA)
- …the risk and exposure for Merrill + Managing the branch's Private Wealth Management Client Associates and Service Support Staff + Representing the office ... be highly motivated to drive firm-wide initiatives such as Client Support Enhancer, SQA+, Client ...partners closely with advisor teams to deliver a branded client service model focusing on digital solutions… more
- Bank of America (Walnut Creek, CA)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive ... risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill… more
- HUB International (Santa Barbara, CA)
- …and leaders recognized for their excellence throughout the insurance community. The Client Service Administrator provides critical support to retirement ... performing clerical and administrative tasks for the team to support the overall retention of accounts. **Duties & Responsibilities**... Invoicing & Billing. + Sets up and maintains client service calendars. + Coordinates with recordkeepers,… more
- Newegg Inc. (Diamond Bar, CA)
- …+ Be the first point of contact with client providing prompt, courteous and efficient client service and support on the daily basis + Be the point person ... providers such as shipping carriers to ensure all the client service requirement and service ...inquiries and complaints regarding NLS services + Provide clerical support services as required by client ; generating… more
- City National Bank (Los Angeles, CA)
- …be gained in: * City National Bank client and lines of businesses * Client Service and Support * Daily transaction processing * Reconciliation and ... *BIS-BANKING SUPPORT OPERATIONS ANALYST* WHAT IS THE OPPORTUNITY? The... contact centers supporting debit card, credit card, and client service * Client statement… more
- ADP (La Palma, CA)
- ADP is hiring customer service professionals for their **Associate Client Support Consultants** positions. Hybrid position, Monday thru Friday work week. + ... technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your..._Responsibilities_ **What you can expect on a typical day:** ** Client Support .** You will help our clients… more
- CIBC (San Francisco, CA)
- …Promptly research and bring about resolution of all client issues. + Provide integral support for client service teams and special projects + Achieve and ... Hours** 40 **Skills** Analytical Thinking, Cash Flow Analysis, Client Service , Customer Experience (CX), Investment Portfolios, Post-Sales Support , Product… more
- JPMorgan Chase (Newport Beach, CA)
- …Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private Client ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- VCA Animal Hospitals (Fountain Valley, CA)
- …of client -facing support . Your primary duty will be supporting our Client Service Center by assisting with incoming calls, addressing the chief reason ... for the call, communicating with supported department as needed, and support fellow Client Service Representatives, as needed and when able, with clients… more
- The County of Los Angeles (Los Angeles, CA)
- …Two (2) years of specialized clerical experience providing program, service , or client related service in support of professional staff responsible for ... years of specialized clerical experience providing program, service , or client related service in support of professional staff responsible for the… more
- HUB International (San Diego, CA)
- …all coverage's that were presented to the insured in our proposal. * Determines appropriate client service support for new and existing clients; responds to ... new and renewal clients, and maintaining a partnership with the producer to support business development activities while upholding high service standards. These… more
- HSBC (Beverly Hills, CA)
- …data for clients, and updating CRM systems with changes + Coordinate and ownership of client service and sales support for HSBC AM's Liquidity Investors + ... Provide and maintain the overall client experience through appropriate client service and sales support activities, including thought leadership + Work… more
- Paramount (Studio City, CA)
- …designated sales team to ensure detailed campaign planning as well as provide efficient client service support for assigned advertisers and agencies. If you ... well as requests pertaining to their digital programs including, preparing proposals, client presentations, as well as pricing and inventory availability, then we… more
- Bank of America (Beverly Hills, CA)
- …investment management, or relationship management. Key responsibilities include providing quality client service , and operations support and executing ... in disciplinary action up to and including termination. **Responsibilities:** + Provides quality client service and effective operations support by resolving… more