• Registered Client Service

    Morgan Stanley (San Jose, CA)
    …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-San ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
    Morgan Stanley (08/29/24)
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  • Client Service Associate *

    Morgan Stanley (Oakland, CA)
    …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *California-Oakland* ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
    Morgan Stanley (09/14/24)
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  • Client Service Associate

    Robert Half Finance & Accounting (Pleasanton, CA)
    …If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service Associate Location: Pleasanton Salary: 75k-85k About the ... + Serve as the primary contact for clients, facilitating client activity and handling daily service needs. + Responsible for the account opening process. +… more
    Robert Half Finance & Accounting (09/07/24)
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  • Private Wealth Management Wealth Management…

    Morgan Stanley (Menlo Park, CA)
    …* Coordinates enrollment campaigns/meetings for existing clients * Assigns work to team's Client Service Associate as appropriate * Cultivates and develops ... across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… more
    Morgan Stanley (09/17/24)
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  • Shift Lead

    Banfield Pet Hospital (Tracy, 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
    Banfield Pet Hospital (07/04/24)
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  • Teller

    Zions Bancorporation (Mountain View, CA)
    …in Small Business & Middle Market Excellence Awards. We are looking for a Client Service Associate (Teller) to provide top-notch customer service ... and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a...active for 70 years and has more than 80 full- service branch offices across the state. This dedication has… more
    Zions Bancorporation (08/31/24)
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  • Client Services and Operations…

    Robert Half Finance & Accounting (Los Gatos, CA)
    …Robert Half is thrilled to partner with an exceptional company in the search for a Client Associate to join their esteemed Wealth Advisory team. Our client ... contribute to their continued success. Position Overview: As a Client Associate , you will play a crucial...requires a proactive and resourceful individual who excels in client service , administrative tasks, and collaboration. The… more
    Robert Half Finance & Accounting (07/10/24)
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  • Wealth Management Client Associate

    Bank of America (San Jose, CA)
    Wealth Management Client Associate San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
    Bank of America (09/14/24)
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  • Registered Wealth Management Client

    Bank of America (San Jose, CA)
    Registered Wealth Management Client Associate San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
    Bank of America (09/12/24)
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  • Wealth Management Client Associate

    Bank of America (Palo Alto, CA)
    Wealth Management Client Associate Palo Alto, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
    Bank of America (09/12/24)
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  • Global Executive & Private Client Group…

    KPMG (San Jose, CA)
    … models to support a consistent high level customer experience, and ensuring pre-established client service level agreements are satisfied + Serve as a central ... **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition...overseeing our Japanese and Korean bilingual staff + Maintain service focus centered on supporting Japanese and Korean headquartered… more
    KPMG (09/04/24)
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  • JP Morgan Advisors - Senior Client

    JPMorgan Chase (Palo Alto, CA)
    …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client more
    JPMorgan Chase (08/10/24)
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  • Client Service Coordinator

    Banfield Pet Hospital (San Mateo, CA)
    The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in ... Oriented Listening Functional Preventative care and OWPs Position Description Client Service Coordinator - Job Description.docx 2...Job Description.docx 3 of 3 Last Revised: 08/20/2013 JP Associate is routinely exposed to a variety of pets… more
    Banfield Pet Hospital (07/28/24)
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  • Client Service Coordinator

    Banfield Pet Hospital (Dublin, CA)
    Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and ... Action Oriented* Listening Functional* Preventative care and OWPs* Communication Skills* Client Service Skills* Priority Setting* Time Management CAPABILITIES… more
    Banfield Pet Hospital (07/17/24)
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  • Client Service Coordinator

    Banfield Pet Hospital (Tracy, CA)
    Client Service Coordinator SUMMARY OF JOB...vision, depth perception, and ability to adjust focus. . Associate is routinely exposed to a variety of pets ... PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the… more
    Banfield Pet Hospital (07/02/24)
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  • Client Service Analyst

    Fiserv (Sunnyvale, CA)
    …make an impact on a global scale, come make a difference at Fiserv. **Job Title** Client Service Analyst **What does a successful Client Service Analyst ... to troubleshoot, research, and resolve customer concerns and issues while meeting service levels + Identify systemic and client -impacting trends and escalate… more
    Fiserv (09/19/24)
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  • Client Service Representative

    VCA Animal Hospitals (Palo Alto, CA)
    Client Service Representative Are you a compassionate...to $24 / hour **If you are a current associate , you will need to apply through our internal career ... starts with you! We are looking for a personable yet highly professional Client Service Representative to join our team in delivering our mission to our clients… more
    VCA Animal Hospitals (07/18/24)
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  • Client Service Representative

    VCA Animal Hospitals (Campbell, CA)
    We are seeking a Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement - your pet's health is our top priority ... We Need You As the face of VCA, the Client Service Representative sets the tone for...times-both inside and outside. **If you are a current associate , you will need to apply through our internal… more
    VCA Animal Hospitals (08/20/24)
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  • Client Service Representative

    VCA Animal Hospitals (San Leandro, CA)
    …veterinary practice in San Leandro, California, is seeking an experienced Client Service Representative to join our swing/evening team. The ... We Need You As the face of VCA, the Client Service Representative sets the tone for...is **$21 to $27.50.** **If you are a current associate , you need to apply through our internal career… more
    VCA Animal Hospitals (07/18/24)
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  • Client Service Representative

    VCA Animal Hospitals (San Leandro, CA)
    …care and attention they deserve. **Why We Need You** As the face of VCA, the Client Service Representative sets the tone for the practice as we build and ... around which the hospital operates and is responsible for: * Customer service functions, including: greeting visitors, answering telephones, and guiding clients and… more
    VCA Animal Hospitals (08/01/24)
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