- Umpqua Bank (San Rafael, CA)
- Client Service Specialist I Retail Banking Group San Rafael, California Santa Rosa, California Santa Rosa, California Santa Rosa, California Novato, ... a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist also provides an exceptional banking… more
- JPMorgan Chase (San Francisco, CA)
- …advice and counsel, offers attractive wealth management solutions, and delivers a high level of service . As a Client Specialist , you will market and sell ... The Client Specialist is a sophisticated wealth...The Client Specialist is a sophisticated wealth expert that focuses...wealth services to best meet the objectives of each client . The Client Specialist provides… more
- Umpqua Bank (San Rafael, CA)
- …conflicts with minimal help. + May back up new accounts. + May back up client service specialist line. + Responsible for satisfactory audits. + Frequently ... small business lending. + Overall knowledge of bank operations. + Previous client service specialist experience. + Bachelor's degree, preferred. + Bilingual,… more
- Umpqua Bank (Walnut Creek, CA)
- …(look at specific training tracks) + Ability to become NMLS certified. + Prior Client Service Specialist or banking experience. + Bilingual, preferred. ... safe deposit contracts, and pay and receive transactions. + Back up Client Service Specialists. + Stay current and demonstrate knowledge on products and… more
- Charles Schwab (San Mateo, CA)
- **Your opportunity** _As a_ Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm ... for you. **What you have** **Required Qualifications:** + 1+ years of Client /Customer Service experience **Preferred Qualifications:** + Previous experience in… more
- Randstad US (San Mateo, CA)
- …ability to work well as part of a team. The coordinator/customer service specialist is pivotal in enhancing the client experience. Due to the communication ... bilingual customer service specialist . + san mateo ,...+ Handle in-person and phone inquiries with exceptional customer service skills, addressing client needs and providing… more
- BRAVAS, Beautiful Places. Smart Spaces. (Dublin, CA)
- …appropriate balance between profitability for the company and competitive pricing for the client . Summary of Position: The Sales Specialist is responsible for ... as appropriate. Fiscal responsibility for all assets assigned and property within Sales Specialist 's care Customer service , including ability to work with high… more
- Horizon Services, Inc. (San Leandro, CA)
- JOB TITLE: Lead Recovery Specialist IV LOCATION: Cherry Hill Sobering Who are we? Horizon Services Inc is a non-profit organization established in 1974 with the goal ... the potential for a better life. The Lead Recovery Specialist position is a key position in carrying out...Manager. . Responsibilities: + Monitor and observe Sobering Center client behavior and activity to ensure clients are safe,… more
- Compass Family Services (San Francisco, CA)
- …Assess families at intake to determine barriers and needs and, in partnership with client families, create a service plan for shelter stay, prioritizing housing ... per week remotely Organizational Core Competencies: Accountable I Adaptable I Client -centered I Collaborative I Committed to Diversity, Equity, Inclusion, and… more
- Arup (San Francisco, CA)
- Marketing Specialist **New** Americas Region LOS0000RPRequisition # **Joining Arup** At Arup, you belong to an extraordinary collective - in which we encourage ... of Arup's values in the creation, organization, and maintenance of business/ service -related marketing collateral; and contribution to a variety of marketing… more
- HUB International (San Francisco, CA)
- …the system to clients. The Benefits Technology Specialist partners with account service teams to support and exceed client expectations with the delivery of ... throughout the insurance community. **Job Summary** The Benefits Technology Specialist is responsible for Benefits Administration system configuration, testing,… more
- ABM Industries (San Francisco, CA)
- …present Client data and its dashboard. A Solution Implementation Specialist collaborates with business line leadership teams to provide implementing technology ... **Overview** Solution Implementation Specialist is a vital part of the technology...a vital part of the technology team, responsible for client -facing system implementation that includes preconfiguring/prepping the applications for… more
- Horizon Services, Inc. (San Leandro, CA)
- JOB TITLE: Recovery Specialist III LOCATION: Cherry Hill Sobering Who are we? Horizon Services, Inc. (HSI) is a nonprofit established in 1974 offers addiction ... community where our collective experiences enrich each other's growth. The Recovery Specialist III position is a key position in carrying out daily activities… more
- T. Rowe Price (San Francisco, CA)
- …goals and overall growth of territory. Works with internal counterpart to develop annual client service plans for assigned clients within the region and monitors ... capabilities. Responsibilities: + Relationship Management : The Regional Sales Specialist works to optimize client coverage within...The Regional Sales Specialist works to optimize client coverage within a specified region. The RSS serves… more
- Advantage Solutions (San Francisco, CA)
- **Summary** **Cutwater Sales Merchandising Specialist ** Join the world-renowned Anheuser-Busch family, where passion meets innovation. We are seeking a Sales ... Merchandising Specialist to drive regional awareness and sales of Cutwater...Delivering consistent market level contact and administration as per client and customer standards. * Effectively gaining front end… more
- Morgan Stanley (San Francisco, CA)
- …potential candidate to help grow our Sales Ultra High Net Worth team serving this client segment (UHNW). The Senior Ultra High Net Worth Sales Specialist will ... and Financial Advisors/Private Wealth Advisors in order to further enhance the UHNW client segment by providing support in the areas of business development and… more
- BMO Financial Group (San Francisco, CA)
- …the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and ... **We are looking for a Treasury Portfolio Specialist to join our team supporting clients based...assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits… more
- KPMG (San Francisco, CA)
- **Business Title:** Oracle EPM Functional, Lead Specialist **Requisition Number:** 112042 - 11 **Function:** Advisory **Area of Interest:** **State:** CA **City:** ... 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
- The Hartford (San Francisco, CA)
- …you, then you've landed in the right place. The Construction Account Specialist (CAS) provides Risk Engineering services for all assigned construction accounts ... Francisco area. At the tactical level the CAS will provide and implement service planning and direct initiatives to assure the delivery of exceptional construction… more
- Fox Rothschild LLP (San Francisco, CA)
- …members; + Prioritize and process requests received from attorneys, paralegals and/or Client Service Specialists to docket litigation deadlines in active ... received from any and all case team members including attorneys, paralegals and/or Client Service Specialists; + Scan, save and/or copy court documents as… more