- JPMorgan Chase (San Francisco, CA)
- As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client ... providing clients with white glove service by delivering a seamless client onboarding experience , owning inquiries from start to finish and completing servicing… more
- Anywhere Real Estate (San Diego, 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 seamless experience for the agent, consumer and all deal parties....applicable systems while providing continuous updates to the agent, client and third parties. + Serve as all deal… more
- Ventura County (Ventura, CA)
- …the necessary policies and processes for success as a Client Benefit Specialist (CBS) employee. The CBS Trainee experience includes classroom and on-the-job ... in the process nor placement on an eligible list. EDUCATION, TRAINING, and EXPERIENCE HS Client Benefit Specialist Trainee: At least two years of responsible… more
- Umpqua Bank (Sebastopol, CA)
- …and small business lending. + Overall knowledge of bank operations. + Previous client service specialist experience . **Work Style:** Umpqua Bank offers ... May back up new accounts. + May back up client service specialist line. + Pass personal...Bachelor's degree preferred. + Four years of retail banking experience or equivalent transferrable skills and experience .… more
- Umpqua Bank (Santa Rosa, CA)
- …account transactions quickly, accurately, and confidentially. A client service specialist provides an exceptional banking experience to our customers by ... Client Service Specialist Retail Banking Group...the appropriate business partner. + Provides an extraordinary customer experience . + Other tasks as assigned. **About You** +… more
- Ethos Veterinary Health (Roseville, CA)
- Client Care Specialist - Veterinary- Per Diem - Roseville About us: Veterinary Specialty Hospital in Roseville is open 24 hours a day. We are staffed by a team ... We are currently looking to hire a Per Diem Client Care Specialist . About the Role: The...scanning, faxing and emailing. About You: + Veterinary Clinic experience highly preferred. We will consider candidates with a… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Robert Half, is excited to partner with an outstanding company in search of a Client Services Specialist . This role presents an exceptional opportunity to join a ... Experience working with custodians (Schwab/TDA, Fidelity, Pershing) for client requests and problem solving. * Experience ...for client requests and problem solving. * Experience working with Orion Advisor Technology software a huge… more
- ADP (San Dimas, CA)
- ADP is hiring an ** Client Service & Product Support Specialist -- Tax.** + _Are you ready to join a company offering career advancement opportunities throughout ... IN THIS ROLE:** + You have at least two years of client service and/or call center experience OR a minimum of four years of Insurance/Financial Institution … more
- ADP (San Dimas, CA)
- **ADP is hiring a Client Service & Product Support Specialist ** * Are you ready to join a company offering career advancement opportunities throughout your ... vary, and so will the solutions you provide each client . There will be no shortage of new questions...* At least two years of previous professional work experience in a office environment * In this position… more
- Charles Schwab (Carmel Valley Village, CA)
- …and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience . Development and growth are at the core of this role. In ... us "challenge the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring your… more
- Ethos Veterinary Health (San Diego, CA)
- …and help and are among the best in their field. About the Role: The Client Care Specialist will demonstrate exceptional customer service skills at all times to ... (VSH) by Ethos Veterinary Health is looking for full-time Client Care Specialists to join our team. The pay...$20.50-$23.00 per hour. Compensation is negotiable based on education, experience , and other relevant credentials. As a 24/7 emergency… more
- US Bank (San Francisco, CA)
- …what you excel at-all from Day One. **Job Description** The Senior Client Portfolio Manager/OCIO Nonprofit Specialist is primarily responsible for multi-asset ... Travel should be expected and will be based primarily upon client and business development needs and opportunities nationally. **Qualifications** -Minimum 10-15… more
- Bloomberg (San Francisco, CA)
- Client Quant Developer, Specialist Sales - Bloomberg Financial Solutions **San Francisco, CA** Posted May 10, 2024 - Requisition No. 125208 Bloomberg is a global ... of the financial community. And, to ensure the best experience for our 20,000+ employees across 176 offices globally,...development, you will be expected to create resources and client -facing content that is both strategic in its appeal… more
- City National Bank (Beverly Hills, CA)
- ** CLIENT SVCS SPECIALIST II** **WHAT IS...the various functions. **Must-Have + Minimum 2 years of experience working in a bank branch or bank operations ... flexibility and expertise to perform the duties of the Client Service Representative functions at a moments notice. Actively...role with cash handling experience required + Minimum 2… more
- Experian (Costa Mesa, CA)
- …to pursue other relevant accreditation (company supported) Preferred + 8-12 years of experience in client -facing aspect -as an auditor or auditee, consulting, ... 100 "World's Most Innovative Companies" by Forbes Magazine. The Client Security Assurance team is the function within Experian's...(and projects) of varying complexity + 8+ years of experience working in an enterprise IT environment with at… more
- BMO Financial Group (Sacramento, CA)
- …financial and investment planning and advice to deliver an exceptional customer experience . Works collaboratively within the assigned team / branch and with business ... to the team's business objectives by building and maintaining client relationships through client acquisition both from...+ Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study… more
- Wells Fargo (San Francisco, CA)
- Wells Fargo is seeking a Divisional Governance Specialist in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and ... Control, Risk Management Consulting, Property or Casualty Insurance, Insurance Brokerage experience , or equivalent demonstrated through one or a combination of the… more
- Publicis Groupe (Santa Barbara, CA)
- …subject matter expertise. + Work on goals and projects that will enhance the client experience , such as automating team processes or enhancing documentation for ... customer service skills with at least 1-2 years of experience in a position that involves direct client... experience in a position that involves direct client interaction. + Excellent phone, written, and interpersonal skills.… more
- UNUM (Walnut Creek, CA)
- …provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring ... help others, and join Team Unum today! **General Summary:** General Summary The Client Development Specialists role is instrumental to the success of the Core Market… more
- Allied Universal (Oakland, CA)
- …**RESPONSIBILITIES:** + Generate invoices on a weekly basis. + Generate electronic and client specific billing files on a weekly basis. + Compose, audit and ... a related degree combined with at least 1 year of office administration experience to include direct payroll/billing/invoicing experience o High School diploma… more