- FM (Walnut Creek, CA)
- …Administrative Assistant** . This role will support all administrative aspects of the Client Service Team, and jointly support the Account Engineers Team, ... files and records + Purchasing supplies + Tracking invoices and budgets + Tracking Client Service Team processes + Travel itineraries + Organize and coordinate… more
- 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 ... bring about resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a full-time ... lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the primary point of… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based ... of the world's most sophisticated clients. Responsibilities: + Own the full client experience, from onboarding to reporting and money movement + Coordinate wires,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Associate - Wealth Management A highly respected multi-family office is seeking a Senior Client Associate to join its ... sophisticated families and their advisors + Opportunity to lead client relationships and mentor associate team members...package Key Responsibilities + Serve as primary contact for client service needs across assigned relationships +… more
- The ODP Corporation (Walnut Creek, CA)
- …visual and merchandising standards, freight, and logistics activities, and prioritizing unparalleled client satisfaction. The Sr . Store Associate will ... **Overview** As a Retail Sr . Store Associate -Part Time, you will...Print and Technology. The ideal Sr . Store Associate is passionate about sales, delivering exceptional service… more
- TIAA (Redwood City, CA)
- …Work **Career Level** 7IC Related Skills Accountability, Analytical Skills, Client Service , Collaboration, Communication, Consultative Communication, Customer ... The Senior Planned Giving Technical Consultant job provides expert...charitable gift planning and the administration and investment of client trusts, gift annuities, and other planned giving arrangements.… more
- Compass Group, North America (Hillsborough, CA)
- …Remains on site for all special events to ensure they meet all client expectations + Performs other duties as assigned **Qualifications:** + Associates degree ... work a flexible schedule as the business demands + Excellent communication, customer service , and organization skills + Ability to operate Web based ordering system,… more
- Turner & Townsend (San Francisco, CA)
- …(NorCal) region through leadership, new business development, client management and service delivery. The Associate Director will also serve as a Business ... oversight of project management services, deliverables, and collaborations/resources. + Identify/diagnose client service delivery needs and the business team… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …needs, and exceeding expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts + Work closely ... and firm priorities as needed Requirements Requirements: + Proven experience in client service , wealth management, or family office environments + Strong… more
- WTW (San Francisco, CA)
- **Description** As a Health and Benefits Senior Associate , you will be a key member of the client service team, engaging directly with clients and ... the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as...for clients + Proactively advising clients and providing superior client service + Contributing to the creation… 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
- H&R Block (Novato, CA)
- …It's an exciting time to be a part of H&R Block! What you'll do As a Senior Client Advisor - Small Business and Tax you will apply principles of accounting to ... tax statements and returns for businesses and clients. The Senior Client Advisor - Small Business and...and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or… more
- Stantec (San Francisco, CA)
- …Join us and design your place with Stantec. Your Opportunity The Senior Associate Electrical Engineer will apply building electrical engineering principles, ... your superior client service skills, and project management best practices to deliver projects that meet project requirements, exceed client expectations,… more
- Grant Thornton (San Francisco, CA)
- As a Cyber Privacy & Data Protection Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by applying a ... on both a formal and informal basis to all levels of client staff + Exceptional client service and communication skills, with a demonstrated ability to… 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 Francisco, CA)
- As a Real Estate & Construction Advisory Senior Associate , you will have the opportunity to grow and contribute to our global clients' business needs through all ... in a rapidly growing, fast-paced, interactive, results-based team environment + Exceptional client service and communication skills with a demonstrated ability… more
- PNC (San Francisco, CA)
- …have an opportunity to contribute to the company's success. As a Capital Markets Senior Associate within PNC's Corporate Banking ESOP Solutions team, you can be ... analyses using independent judgement on key indicators. Provides coaching to Analyst and Associate . + Partners with senior team members in developing pitches and… 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 Francisco, 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
