- Morgan Stanley (Napa, 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-Napa*… more
- Morgan Stanley (Orinda, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Orinda* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate Walnut Creek, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- ThermoFisher Scientific (Vacaville, CA)
- …safe or helping find cures for cancer. Join the fast-paced and dynamic client services team at BioServices Specialty Logistics! We support clinical trials and ... Scientific, the world leader in serving science. **Position Summary** The Project Support Associate works with other project managers in a small pod, helping them… more
- Bank of America (Vacaville, CA)
- Financial Center Client Service Representative Vacaville, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... in the lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or ATM. Key responsibilities… more
- Umpqua Bank (Novato, CA)
- Client Service Specialist Retail Banking Group Novato, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ ... a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist provides an exceptional banking experience to our… more
- The Cigna Group (Walnut Creek, CA)
- …through strategic service plans to facilitate results attainment for the client experience and net promoter score (NPS), persistency and overall customer growth. ... and ability to manage a complex book engaging proactively with the client /broker, solving unique service issues and inquiries, ensure potential problems… more
- H&R Block (Lafayette, CA)
- …tax office associates accountable to Standard Operating Procedures (SOP) execution and client service experience, with escalation to the Multi-Unit Team Leader ... **510550BR** **Title:** Block Advisors Associate Team Leader **Our Company** **:** Joining us...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- H&R Block (Pittsburg, CA)
- …tax office associates accountable to Standard Operating Procedures (SOP) execution and client service experience, with escalation to the Multi-Unit Team Leader ... **500107BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- Robert Half Finance & Accounting (Lafayette, CA)
- …career growth + Fun and energetic work culture Requirements Key requirements + 1-3 years of client service experience + Series 65 or ability to get it in 6 ... under Charlie O'Brien and email me your resume. Our client is an employee-owned wealth management firm in the...client needs first. Responsibilities: + Support lead and associate advisors as their book of clients continues to… more
- KPMG (Walnut Creek, CA)
- **Business Title:** Associate , Infrastructure Project Advisory (Construction/Engineering) **Requisition Number:** 111168 - 15 **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 (Walnut Creek, CA)
- **Business Title:** Senior Associate , Asset Management **Requisition Number:** 109029 - 15 **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
- H&R Block (Lafayette, CA)
- **510362BR** **Title:** Accelerated Tax Associate **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining...Joining H&R Block as a **Block Advisor Accelerated Tax Associate ** means you will have the support of an… more
- KPMG (Walnut Creek, 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
- KPMG (Walnut Creek, CA)
- **Business Title:** Senior Associate , Disaster Recovery **Requisition Number:** 111234 - 15 **Function:** Advisory **Area of Interest:** **State:** CA **City:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...career in Advisory. KPMG is currently seeking an Senior Associate in S&L Regulatory & Compliance for our Consulting… more
- KPMG (Walnut Creek, CA)
- **Business Title:** Associate Director, Cyber Architecture and Engineering - Remote **Requisition Number:** 112180 - 15 **Function:** Business Support Services ... future as we are, join our team. KPMG is currently seeking an Associate Director, Cyber Architecture and Engineering to join our Enterprise Security Services… more
- KPMG (Walnut Creek, CA)
- **Business Title:** Senior Associate , Infrastructure Capital Projects & Climate Advisory (Broadband) **Requisition Number:** 112146 - 15 **Function:** Advisory ... Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In… more
- Kohl's (Napa, CA)
- …older + Flexible availability, including days, nights, weekends, and holidays Preferred + Client facing retail or service industry experience Pay Range: $16.00 - ... Role In this role, you will deliver excellent customer service in point of sale and customer services processes...register and cash balancing, change orders, replenish supplies) All associate roles at Kohl's are responsible for: + Acting… more
- KPMG (Walnut Creek, CA)
- **Business Title:** Sr. Associate , Security Monitoring & Response **Requisition Number:** 112084 - 15 **Function:** Business Support Services **Area of Interest:** ... join our team. KPMG is currently seeking a Sr. Associate , Security Monitoring & Response to join our Enterprise...judgment skills to support an environment driven by customer service and teamwork; able to positively influence, mentor and… more
- KPMG (Walnut Creek, CA)
- **Business Title:** Senior Associate , Income Franchise **Requisition Number:** 108681 - 15 **Function:** Tax Services **Area of Interest:** **State:** CA **City:** ... as a firm KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT)...on job classification, standard work hours, and years of service , KPMG provides Personal Time Off per fiscal year.… more