- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- CLIENT SERVICES ASSOCIATE - FINANCIAL ...client service role, preferably in the financial services industry; + Proficiency in Microsoft ... Counsel, Inc. ("Dunham") is a thought leader in the financial services industry. The way we work...management solutions and related services . As a Client Services Associate , you will… more
- Raymond James Financial, Inc. (San Diego, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic...With a high level of organization and accuracy, processes client financial transactions and financial … more
- Robert Half Office Team (Carlsbad, CA)
- … financial services firm in Carlsbad is seeking a sharp and motivated Client Services Associate for an immediate, ASAP opportunity. This role is ideal ... 2 years of customer service or administrative experience, ideally in financial services , banking, or professional services . + Strong interpersonal… more
- Robert Half Office Team (Rancho Santa Fe, CA)
- …, accuracy, and communication. Requirements + 3-5+ years of experience in financial services , ideally in a client service or advisor support role. + ... firm in Rancho Santa Fe is seeking a Senior Client Service Associate to join...Familiarity with wealth management processes, financial documentation, and CRM platforms. + Impeccable communication skills,… more
- Banfield Pet Hospital (San Diego, CA)
- Client Service Coordinator SUMMARY OF JOB...team. + Actively recruit new clients by promoting hospital services and route the flow of clients and pets ... PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow...Wellness Plans, preventative care, pet health needs and hospital services + Assist incoming clients by completing the required… more
- Columbia Bank (San Diego, CA)
- Client Service Specialist (30 Hours) Retail...and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best ... **About the Role:** As the first point of contact for most clients, the Client Service Specialist(Teller)playsa key role in delivering on the bank's Breakthrough… more
- Banfield Pet Hospital (San Diego, CA)
- Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and ... team. . Actively recruit new clients by promoting hospital services and route the flow of clients and pets...* Preventative care and OWPs * Communication Skills * Client Service Skills * Priority Setting *… more
- VCA Animal Hospitals (San Diego, CA)
- **Job Title:** ** Client Service Representative (CSR)** **Location:** **VCA Emergency Animal Hospital & Referral Center - San Diego, CA** **VCA Emergency Animal ... state-of-the-art facility and are expanding our team! We are currently seeking a** ** Client Service Representative (CSR)** **to be the welcoming face and voice… more
- VCA Animal Hospitals (El Cajon, CA)
- …visitors -Booking appointments -Managing phone lines and e-mail correspondence -Processing financial transactions -General client service and communication ... San Diego Animal Hospital is seeking a full time Client Service Representative to join our team!**...as Headspace and Lyra If you are a current associate , you need to apply through our internal career… more
- JPMorgan Chase (San Diego, CA)
- … with care and sincerity. + Ability to quickly and accurately learn products, services , and procedures. + Client service experience or comparable experience. ... conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of America's households and… more
- Columbia Bank (San Diego, CA)
- …services to frame, acquire, and retain relationships. The PCA leads our team-based service model, ensures the delivery of our client experience, and is ... Private Client Advisor Wealth Management South Jordan, Utah Bellevue,...and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best… more
- Navy Federal Credit Union (San Diego, CA)
- …Insurance License + Experience in an administrative support capacity, preferably in member/customer service or financial services + Familiarity with ... (FAs). To provide through various media channels information regarding Navy Federal Financial Group (NFFG) products and services to clients/potential clients,… more
- H&R Block (Solana Beach, CA)
- …value of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to ... always open. A Typical Day Joining us as an Associate Team Leader, you'll support a single retail office...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- Cushman & Wakefield (San Diego, CA)
- **Job Title** Senior Associate , Americas Strategic Consulting **Job Description Summary** This unique role will be focused on delivering real estate and business ... advisory services to some of the world's most innovative companies....companies. The advisory work delivered by this talented Sr. Associate will have a meaningful impact on key clients… more
- MAAC (Metropolitan Area Advisory Committee) (Vista, CA)
- …programs and advocacy. With a focus on community advancement, MAAC delivers services in five core areas: Education, Economic Development, Health & Wellbeing, ... Development. These integrated efforts strengthen communities and foster lasting change. The Associate Director of Engagement and Economic Mobility plays a key role… more
- Equitable (San Diego, CA)
- …recommendations and guidance + **Product and Service Consultation** : Discuss financial products and services tailored to clients' unique situations + ... Wealth Management Associate - CA, San Diego (4060) ( 220000L2...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- H&R Block (San Diego, CA)
- …+ Prepare complete and accurate tax returns + Generate business growth, increase client retention, and offer additional products and services + Provide clients ... as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to...A Typical Day Joining H&R Block as a Tax Associate means you will have the support of an… more
- WSP USA (San Diego, CA)
- …signed Service Agreement where WSP has expressly requested recruitment/staffing services specific to the position at hand. Any unsolicited resumes, including ... This Opportunity WSP USA is seeking multiple ** Associate Consultants, Ports and Marine Engineering** to join...suite of benefits focused on a providing health and financial stability throughout the employee's career. These benefits include… more
- PNC (San Diego, CA)
- …opportunity to contribute to the company's success. As a Development Program Associate within the PNC Investments organization, you can sit across PNC's footprint. ... in STEM OPT for this position. **Job Description** + Participates as an analyst/ associate in the line of business development program. + Performs or assists the… more
- Deloitte (San Diego, CA)
- …on the ground experience with jurisdictions around the world. Bring your expertise and client service skills to Deloitte and click "apply" now! Work you'll do: ... documents and management of corporate data. You will be client facing, working with Deloitte Partners, Staff and Associates,...legal entity management, preferably in the context of the financial services industry + Aptitude and commitment… more