- CIBC (San Francisco, CA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate at a well-established wealth advisory ... work alongside experienced advisors, and grow within a collaborative, client -focused environment. You'll enjoy strong mentorship, professional development support, a… more
- Wells Fargo (San Francisco, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- Grant Thornton (San Jose, CA)
- As a Process Risk Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by helping them understand their business ... completing priorities in a rapidly growing team environment + Exceptional client service , communication, analytical, organizational and project management skills… more
- WTW (San Francisco, CA)
- …(IVD) or Geographical Divisions. + Tech, Media and Telecommunications The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- WTW (San Francisco, CA)
- **Description** As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of ... disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure… more
- Kestra Financial (Palo Alto, CA)
- …over the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting ... needs and developing prospects. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education… more
- Grant Thornton (San Jose, CA)
- As an IT Risk Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by helping them understand their business ... completing priorities in a rapidly growing team environment + Exceptional client service , communication, analytical, organizational and project management skills… more
- Grant Thornton (San Francisco, CA)
- POSITION SUMMARY Audit Senior Associate : Work with private and public companies to first understand their businesses and the risks they face, focusing efforts ... and GAAS. + Ability to supervise staff and lead projects. + Exceptional client service skills with a demonstrated ability to develop and maintain outstanding … more
- Grant Thornton (San Jose, CA)
- As an IT Risk Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by helping them understand their business ... completing priorities in a rapidly growing team environment + Exceptional client service , communication, analytical, organizational and project management skills… more
- Kelly Services (Alameda, CA)
- …Clinical is excited to share this opportunity with you.** + **Job Title:** Research Associate / Senior Research Associate + **Location:** Alameda, California ... DOE **Position Summary** A leading proteomics services company is seeking a **Research Associate or Senior Research Associate ** to join the team.… more
- BlackRock (San Francisco, CA)
- …client team, the comprehensive oversight and delivery of service for clients of the Aladdin (https://www.youtube.com/watch?v=Lzn2Av6QHK4) (R) business, connecting ... support, in partnership with internal teams. + Host service KPI meetings and oversee holistic service ...skills with the ability to develop lasting partnerships with client ' senior management + Superior communication and… more
- Umpqua Bank (Walnut Creek, CA)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... Senior Wealth Advisor Wealth Management Scottsdale, Arizona Sacramento,...with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service .… more
- WTW (San Francisco, CA)
- …complex project engagements in a way that ensures profitable revenue for WTW, associate engagement and development and high client satisfaction. + Leading the ... high quality consulting advice, accurate technical content and engaging deliverables to senior leaders in client companies. + Using highly effective written… more
- Bank of America (Pleasanton, CA)
- … client relationships through platform services, supporting clients with self- service or transactional activities, and providing exceptional client care. ... Senior Banker San Ramon, California;Pleasanton, California **Job Description:**...educates, and trains clients on conducting simple transactions through self- service technologies * Leverages available resources, technologies, and processes… more
- Bank of America (Oakland, CA)
- … client relationships through platform services, supporting clients with self- service or transactional activities, and providing exceptional client care. ... Senior Banker Berkeley, California;Oakland, California; Oakland, California **Job...educates, and trains clients on conducting simple transactions through self- service technologies + Leverages available resources, technologies, and processes… more
- Bank of America (San Francisco, CA)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded...supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In… more
- Wells Fargo (San Francisco, CA)
- …with infrastructure-related projects to improve Wells Fargo Trust's business operations, client service , and risk management. + Independently communicate with ... Individual Retirement Accounts (IRA). Wells Fargo is seeking a Senior Trust Associate - Senior ...to administer a book of fiduciary relationships, including implementing client estate plans, and ensuring client accounts… more
- Turner & Townsend (San Francisco, CA)
- …in concert with the business generation and senior management teams. + Attend client interviews to present our service offerings. + Support the Director of ... and profitability of the business unit through leadership, new business development, client management, and service delivery. **Responsibilities:** + Support the… more
- City and County of San Francisco (San Francisco, CA)
- …review impact of system modifications on existing systems. 9. Prepare, or assist client in preparing, service requests to implement system changes; determine ... an Exempt to Permanent position in accordance with Class-Based Test (CBT) Civil Service Rules. This recruitment is restricted to current exempt employees of the City… more