- BMO Financial Group (Palo Alto, CA)
- …Skills . Two to three years financial services experience, preferably in a client service and/or investment operations role . Bachelor's degree preferred ... wealth of families and families of wealth. Our core services to families include Investment Advisory (asset allocation strategy,...the employee experience as well. The Client Operations Team oversees client onboarding, service… more
- Robert Half Finance & Accounting (Los Gatos, CA)
- …updating CRM systems, scheduling meetings, and generating reports. + Ensure smooth day-to-day operations of client service activities, adhering to compliance ... with an exceptional company in the search for a Client Associate to join their esteemed Wealth...requires a proactive and resourceful individual who excels in client service , administrative tasks, and collaboration. The… more
- KPMG (San Jose, CA)
- **Business Title:** Senior Associate , Account Operations **Requisition Number:** 112465 - 12 **Function:** Advisory **Area of Interest:** **State:** CA **City:** ... join our team. KPMG is currently seeking a Senior Associate , Account Operations to join our Market...and more + Understand the operational implications of the client Master Services Agreement (MSA), statement of… more
- Kohl's (Livermore, CA)
- About the Role In this role, you will deliver excellent customer service and consistent execution of store operations . You will efficiently process freight, ... replenishment, and omni channel operations . What You'll Do + Receive and process product,...availability, including days, nights, weekends, and holidays Preferred + Client facing retail or service industry experience… more
- Compass Group, North America (Fremont, CA)
- …out of any of our branches; prefer Bay Area We are seeking a customer-obsessed Client Services Manager to support the growth and development of Canteen's Pacific ... Division. As the Client Services Manager, you will be instrumental...continuous learning and improvement Preferred Qualifications: * Experience in operations and food service * Experience managing… more
- Insight Global (Fremont, CA)
- Job Description A client of Insight Global is seeking a workplace associate to join one of our largest automotive and clean energy client 's in Fremont, CA. ... ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by… more
- Anywhere Real Estate (San Jose, CA)
- The Client Experience Specialist is a service minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a ... solve and communicate effectively with agents, clients, third parties and internal operations . As a trusted professional, you provide our agents, homebuyers, and… more
- Kestra Financial (Palo Alto, CA)
- … services industry allowing for a good understanding of broker / dealer operations and financial services industry, including but not limited to: equities, ... desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical...needs. + Prepare sales presentations/proposals to explain investments and services to a potential client . + Complete… more
- KPMG (Santa Clara, CA)
- …about your future as we are, join our team. KPMG is currently seeking an Audit Associate to join our Audit Services team. Responsibilities: + Work as part of a ... **Business Title:** Audit Associate | Multiple Locations Summer/Fall 2025 **Requisition Number:**...build a career, KPMG provides audit, tax and advisory services for organizations in todays most important industries. Our… more
- KPMG (San Jose, CA)
- … to join our Accounting Methods and Credit Services (https://tax.kpmg.us/ services /accounting-methods-credits.html) practice. Responsibilities: + Work with ... teams to conduct research and development (R&D) tax credit consulting services , including leading client interviews and discussions, performing tax… more
- KPMG (Santa Clara, CA)
- …hour goals + Develop a deep understanding of the business and engage with client -facing professionals to understand the services and skills required for these ... **Business Title:** Senior Associate , Functional Resource Management **Requisition Number:** 112116 -...Resource Management **Requisition Number:** 112116 - 13 **Function:** Tax Services **Area of Interest:** **State:** CA **City:** Santa Clara… more
- H&R Block (Union City, CA)
- …tax office associates accountable to Standard Operating Procedures (SOP) execution and client service experience, with escalation to the Multi-Unit Team Leader ... single retail office during tax season to consistently exceed client expectations and provide daily operations direction...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- Citizens (Menlo Park, CA)
- … follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance ... white glove experience to clients that results in long-term client loyalty. As a Preferred Banker Associate ,...our clients. Primary responsibilities include + Provide ongoing exceptional client service for clients' day-to-day needs via… more
- Adecco US, Inc. (Union City, CA)
- Adecco is looking for an Inside Sales Representative for our client in Union City, Ca. As an Inside Sales Representative Associate , you will play a vital role in ... assisting our client 's Account Executives to achieve and exceed their monthly...layouts, proofs, copy changes, and administrative duties, ensuring smooth operations and efficient workflow. Hours: 8:00 am - 5:00… more
- EMCOR Group (San Leandro, CA)
- …world's leading provider of mechanical and electrical construction and facilities services , including planning, consulting, and operations and maintenance. Mesa ... for prospecting for new accounts, providing clients with product services /information, maintaining existing client relationships, developing sales presentations,… more
- Iteris, Inc. (Oakland, CA)
- …Traffic Engineering/ Operations industry + Successful track record of public sector client service + Strong leadership and communications skills to interact ... Associate Vice President [NorCal] Oakland, CA, USA Req...meet regional business objectives + Develop and serve a client base for providing superior traffic and transportation engineering… more
- Stanford University (Stanford, CA)
- Associate Director, Research Collections and Data Acquisition **Graduate School of Business, Stanford, California, United States** Library Post Date Mar 07, 2024 ... like no other. We are committed to advancingdiversity, equity, and inclusionin service of our mission of developing innovative, principled, and insightful leaders… more
- Blue Matter (San Francisco, CA)
- …Our collective experience in life sciences spans both the supplier and client side. Strategic thinkers, innovative technologists, deep subject matter experts and ... accomplished as it is unique. As a Manager / Associate Principal in the Blue Matter Insights - Analytics...Expertise: Direct the implementation of Master Data Management (MDM) operations using platforms like Reltio or Informatica MDM, driving… more
- WSP USA (San Jose, CA)
- …signed Service Agreement where WSP has expressly requested recruitment/staffing services specific to the position at hand. Any unsolicited resumes, including ... USA is initiating a search for a Full-time an ** Associate Consultant - Commissioning** for our San Jose, CA...and the transition from the construction phase to full operations . Ensures that responsibilities are delivered and adhered to… more
- JPMorgan Chase (Fremont, CA)
- …combined with cutting-edge financial technology and the most welcoming and friendly service , you will be front and center representing our brand and culture. ... providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of… more