- Morgan Stanley (San Jose, CA)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *California-San Jose*… more
- Morgan Stanley (Menlo Park, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Menlo ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… more
- Morgan Stanley (Mountain View, CA)
- …to diversifying its workforce. M/F/D/V **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *California-Mountain View* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- 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
- Bank of America (San Jose, CA)
- Wealth Management Client Associate San Jose, 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
- JPMorgan Chase (Santa Clara, CA)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Banfield Pet Hospital (San Jose, CA)
- …Oriented * Listening Functional * Preventative care and OWPs * Communication Skills * Client Service Skills * Priority Setting * Time Management CAPABILITIES AND ... and solve problems. Translates problems into practical solutions. * Client service skills - Consistently ensures the...vision, depth perception, and ability to adjust focus. * Associate is routinely exposed to a variety of pets… more
- Bank of America (San Jose, CA)
- …Strategy Plans. MCRMs partner 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
- InGenesis (San Jose, CA)
- …clinical and ancillary staffing engagements, delivering orientation classes, and ensuring client and employee satisfaction. The Associate Program Manager will ... InGenesis is currently seeking a Healthcare industry Associate Program Manager to be part of a...opportunity to play a pivotal role in delivering HR-based service offerings for a Healthcare client . If… more
- H&R Block (San Jose, CA)
- …tax office associates accountable to Standard Operating Procedures (SOP) execution and client service experience, with escalation to the Multi-Unit Team Leader ... **500137BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- Compass Group, North America (Fremont, CA)
- …Excellence. Canteen brings break time to everyone. We combine food, service , and experience backed by industry-leading technology to help companies create ... growth. Interested in joining our team? You bring the enthusiasm, customer service , and commitment; we'll supply the opportunity and innovation. Together, we'll… more
- KPMG (Santa Clara, CA)
- **Business Title:** Audit Associate | Multiple Locations Winter 2026 **Requisition Number:** 112446 - 13 **Function:** Audit **Area of Interest:** Campus **State:** ... 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 team… more
- CBRE (Mountain View, CA)
- Mail Services Associate Job ID 166094 Posted 06-May-2024 Service line GWS Segment Role type Full-time Areas of Interest Administrative, Customer Service ... California - United States of America Host is a service line of CBRE, the world's largest commercial real...platform. The platform, which can be tailored to specific client requirements, features a robust mobile experience that allows… more
- KPMG (Santa Clara, CA)
- …taxation; multi-generational estate planning experience is a plus + Experience managing multiple client engagements and client service teams + Excellent ... **Business Title:** Senior Associate , Business Tax Services - Private Enterprise **Requisition...services to owners and senior executives of KPMGs private client base which focuses on ultra-high net worth individual,… more
- KPMG (Santa Clara, CA)
- **Business Title:** Associate , Infrastructure Project Advisory (Construction/Engineering) **Requisition Number:** 111168 - 13 **Function:** Advisory **Area of ... all KPMG business travel, international and domestic, is currently restricted to client -essential sales/delivery activity only. At some point in the future and with… more
- KPMG (San Jose, CA)
- **Business Title:** Senior Associate , Tax - R&D Credits (AMCS) **Requisition Number:** 111149 - 12 **Function:** Tax Services **Area of Interest:** **State:** CA ... a firm KPMG is currently seeking a Tax Senior Associate to join our Accounting Methods and Credit Services… more
- Kestra Financial (Palo Alto, CA)
- …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 clients' needs and ... developing prospects. This position utilizes excellent customer service and problem-solving skills to confidently provide information and...sales application. Training in the building of a vibrant client base where one can exceed client … more
- KPMG (Santa Clara, CA)
- **Business Title:** Senior Associate , Asset Management **Requisition Number:** 112644 - 13 **Function:** Tax Services **Area of Interest:** **State:** CA **City:** ... as a firm KPMG is currently seeking a Senior Associate to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice. Responsibilities:… more
- KPMG (Santa Clara, CA)
- …and lead multiple engagements, play a positive role in well-functioning and collegial client service teams, supervise and assist with the development and ... **Business Title:** Senior Associate , International Tax **Requisition Number:** 112245 - 13...and experienced staff professionals, maintain professionalism, and provide excellent client service + Ability to develop and… more
- KPMG (Santa Clara, CA)
- …to articulate complex information + Ability to handle multiple engagements and client service teams KPMG complies with all local/state regulations regarding ... **Business Title:** Senior Associate , Asset Management - Real Estate **Requisition Number:**...provide industry knowledge and experience + Build and manage client relationships by engaging with them on a frequent… more