- Robert Half Accountemps (San Mateo, CA)
- Description Capital Management Firm in San Mateo is looking for a Client Service Associate ! As a Client Service Associate , you will be a crucial ... client experience. You will play a vital role in supporting the firm's client service initiatives and contributing to the overall success of our client … more
- CIBC (San Francisco, CA)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + Prepare and… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Citizens (San Francisco, CA)
- Description As a Private Wealth Client Service Associate or Registered Client Service Associate , you will play a pivotal role as a trusted ... administrative and operational skills to facilitate business growth while ensuring exceptional client service . In this position, you will attend to client … more
- WTW (San Francisco, CA)
- …standards + Proactively advising clients and ensuring the delivery of superior client service + Facilitating specialist resources and subject matter experts ... **Description** As a Health and Benefits Associate Director, you will lead client engagements involving the design and management of the full array of health and… more
- WTW (San Francisco, CA)
- …+ Flexibility and proven ability to identify and resolve issues + Strong client service orientation and ability to respond to all communications effectively ... **Description** As a Lead Health and Benefits Associate you will contribute to a wide variety...with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You… more
- Banfield Pet Hospital (Walnut Creek, CA)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. . Helping ... being a member of the team. . Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include… more
- WTW (San Francisco, CA)
- …within our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- WTW (San Francisco, CA)
- …means you'll provide hands-on support and advocacy, ensuring clients receive top-notch service and solutions. The Associate Client Advocate (ACA) ... Advocate in our Healthcare and Life Sciences Division. The ACA manages client service activities and engagement, coordinating daily with a Client Specialist… more
- Bank of America (San Francisco, CA)
- Registered Wealth Management Client Associate San Francisco, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (San Francisco, CA)
- Wealth Management Client Associate San Francisco, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- JPMorgan Chase (Menlo Park, CA)
- … in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Client Advisors. Your role will encompass the efficient management… more
- IQVIA (San Mateo, CA)
- …external client stakeholders by following IQVIA's best practices to achieve service levels, client satisfaction, and ensure revenue attainment. + ** Client ... Job Description: **Med-Tech Client Information Manager (CIM)** IQVIA (TM) **Position Overview**...our big pharma clients, we aim to enhance the service experience for our Med-Tech segment, fostering stronger partnerships… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …in business, accounting, finance, or related field + MUST have 1-5 years of client service /operations experience at a wealth management firm (RIA preferred) + ... with industry tools a plus + Strong organizational, communication, and client service skills + Collaborative team player in a fast-paced environment *Please… more
- Banfield Pet Hospital (Dublin, CA)
- Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and ... * Preventative care and OWPs * Communication Skills * Client Service Skills * Priority Setting *...vision, depth perception, and ability to adjust focus. + Associate is routinely exposed to a variety of pets… more
- T. Rowe Price (San Francisco, CA)
- … client segment, the firm has built a global team of Institutional Client Service Executives (ICSE) who serve as the primary relationship managers for ... clients. Role Summary The ICSE will develop and execute client service strategies for complex, multi-mandate, high-visibility...and needs, at work and in life. As an associate , you'll be supported with resources , benefits ,… more
- Umpqua Bank (San Francisco, CA)
- Client Service Specialist Retail Banking Group San Francisco, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a ... **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 (Albany, CA)
- BANFIELD PET HOSPITAL CLIENT SERVICE COORDINATOR SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients ... . Preventative care and OWPs . Communication Skills . Client Service Skills . Priority Setting ....vision, depth perception, and ability to adjust focus. . Associate is routinely exposed to a variety of pets… more
- VCA Animal Hospitals (Benicia, CA)
- Client Service Representative We are seeking...care discounts and more! **If you are a current associate , you will need to apply through our internal ... an experienced Client Service Representative to join our team. At VCA Animal...We Need You As the face of VCA, the Client Service Representative sets the tone for… more
- VCA Animal Hospitals (San Carlos, CA)
- …care and attention they deserve. **Why We Need You** As the face of VCA, the Client Service Representative sets the tone for the practice as we build and ... around which the hospital operates and is responsible for: * Customer service functions, including: greeting visitors, answering telephones, and guiding clients and… more