- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist A growing wealth management firm is seeking an experienced Client Service Specialist to join our team. This role is ... to ensure exceptional service. What You'll Do + Manage client requests such as account openings, transfers, ACH processing, and document execution. + Communicate… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're seeking an experienced Client ... processes to enhance the client experience. Key Responsibilities + Handle client service requests ( account openings, transfers, ACH, RMDs, stock donations).… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and Accounting is partnering with a Wealth Management Firm seeking a full-time, experienced Client Service Specialist to join their growing team. This role is ... client communications and completing service requests (money movement, account consolidation, access updates, DocuSign preparation, etc.). + Coordinate with the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and ... client accounts while ensuring exceptional service delivery....Processing: Records third-party expenses and disbursements in expense systems. Account Management: Monitors unapplied cash, reallocates payments when bills… more
- HUB International (San Francisco, CA)
- …excellence throughout the insurance community. **THE OPPORTUNITY:** The Personal Lines Client Service Specialist is responsible for providing exceptional service ... clients and their co-workers. They work collectively with assigned account managers to provide support in selling and servicing...accounting issues. + Responsible for follow up on delinquent accounts which have been set to cancel for non-payment… more
- WTW (San Francisco, CA)
- …and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is ... + Solid organization skills + Ability to mentor a Client Specialist colleague As an ACA you...Account , Health Care and Dependent Care Flexible Spending Accounts , Group Accident, Group Critical Illness, Life Insurance, AD&D,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist - Wealth Management $80-90K + Bonus + 6% 401(k) Match | San Francisco (Hybrid) Jennifer Fukumae with Robert Half Finance & ... a long-established, boutique wealth management firm to hire a Client Service Specialist . This team supports ~700...relationships running smoothly. What You'll Do + Handle day-to-day client requests: money movement, account updates, forms,… more
- Deloitte (San Francisco, CA)
- …team and activities, and confirms work products meet our firm's and the client 's quality standards. Additionally, Specialist Masters are expected to mentor/coach ... platforms. Our delivery models are tailored to meet each client 's unique requirements. Recruiting for this role ends on...solution designs that deliver measurable and durable impact. A Specialist Master at Deloitte has deep expertise in a… more
- Deloitte (San Francisco, CA)
- …team and activities, and confirms work products meet our firm's and the client 's quality standards. Additionally, Specialist Masters are expected to mentor/coach ... platforms. Our delivery models are tailored to meet each client 's unique requirements. Recruiting for this role ends on...this role ends on 12/5/2025 Work you'll do A Specialist Master at Deloitte has deep expertise in a… more
- Deloitte (San Francisco, CA)
- …technology & data platforms. Our delivery models are tailored to meet each client 's unique requirements. As a Specialist Senior at Deloitte Consulting, you ... team of engineers in delivering these solutions for the client within specified timelines and in an agile manner....+ SalaryThe wage range for this role takes into account the wide range of factors that are considered… more
- Optiv (San Francisco, CA)
- …effective and productive relationships with client executives within assigned accounts . + Lead creation of multi-year strategic account management plans, ... cross-functional team to build and execute a multi-year strategic account management plan for your top accounts ....services and leadership personnel to collaborate with your top account client leadership to refine and/or build… more
- Compass Family Services (San Francisco, CA)
- …/ Committed to diversity, equity, inclusion and belonging / Resourceful Position Description: The Accounts Payable Specialist (AP Specialist 1) plays a key ... Program operates efficiently and correctly. The position will support the Accounts Payable function of the department, including processing payments checks to… more
- Ross Stores, Inc. (Dublin, CA)
- …**GENERAL PURPOSE:** Responsible for the accurate and timely payments of Accounts Payable invoices according to established policies and procedures\. In charge ... SKILLS REQUIRED:** * 2\-4 years of work experience in Payment Processing within Accounts Payable with high\-volume transactions * Knowledge of Accounts Payable… more
- Robert Half Accountemps (Lafayette, CA)
- …Professionals (FTEP) program. Gain real-world experience, contribute to impactful client projects across industries, and grow your professional network-all while ... documentation . Requirements . Minimum of 3 years of hands-on work in accounts payable with multiple ERP systems. . Advanced proficiency in Microsoft Excel .… more
- Stantec (San Francisco, CA)
- …to Stantec's Project Delivery protocols. - Act as account manager and/or account team member for assigned key accounts , leading and collaborating to ... while solving some of the most dynamic energy business challenges supporting our client 's continued evolution and advancement. We are pushing the boundaries of clean… more
- HUB International (San Francisco, CA)
- …of the system to clients. The Benefits Technology Specialist partners with account service teams to support and exceed client expectations with the delivery ... security and career satisfaction **THE OPPORTUNITY:** The Benefits Technology Specialist is responsible for Benefits Administration system configuration, testing,… more
- WTW (San Francisco, CA)
- …Commuter Account , Health Care and Dependent Care Flexible Spending Accounts , Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify ... quantify, mitigate, and transfer risk, taking advantage of our global capabilities, specialist industry experience, and unparalleled market know-how. The result is a… more
- Deloitte (San Francisco, CA)
- …teams leveraging their forensic experience. Deloitte & Touche LLP's Fraud & Forensic Specialist Group is seeking a high-performing Senior Manager to join our team, ... the largest and most complex audit engagements in Deloitte's client portfolio. Not only will you have the opportunity...you will be part of a team performing fraud specialist procedures and assist in: + Evaluating the investigative… more
- Deloitte (San Francisco, CA)
- Dynamics CRM Technical Architect & Delivery Lead ( Specialist Leader) Our Deloitte Sales & Service team empowers organizations to build deeper relationships with ... on November 14, 2025. Work You'll Do As a Specialist Leader at Deloitte, you serve as a senior...platforms and integrate with other technologies, focusing primarily on client service delivery while also driving sales activities and… more
- InGenesis (Fremont, CA)
- …Specialist will work closely with the onsite Program Manager, who overseas account performance and manages client relationships. This position will be ... We are seeking a Program Support Specialist to join our team. In this role...align daily support tasks with broader program goals and client expectations. * Provide account recruitment as… more