- 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 ... consolidation, access updates, DocuSign preparation, etc.). + Coordinate with the Client Service team to prepare for client meetings, including reports,… more
- 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 ... CRM and portfolio management systems. + Contribute to quarterly reporting and help improve client service processes. + Maintain accurate client data and… 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)
- …in accounting software systems and customer service to streamline operations and improve client satisfaction. For immediate consideration, please contact ... Description We are looking for a Client Accounts Specialist to join our...Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery.… more
- Deloitte (San Francisco, CA)
- …+ Identify opportunities for expanding AI-driven automation and intelligence within client operations . Skills: + Strong knowledge and implementation experience ... Operations Technology Solutions Architect- Specialist Master Level...integrations to design and implement specific solutions enabling desired client outcomes. + Manage full operations lifecycle… more
- Anywhere Real Estate (San Francisco, CA)
- The ** Client Experience Specialist ** is a service -minded professional who manages all non-licensed aspects of the transaction, from contract to close, to ... communicate effectively with agents, clients, third parties and internal operations . As a trusted professional, you provide our agents,...with all parties involved in the transaction. + Prioritize service to the agent and all parties with a… more
- Transdev (San Francisco, CA)
- Overview: The People Operations & Systems Specialist plays a critical role in supporting and executing a broad range of HR functions across the employee ... integrity, employee engagement, and compliance. With a strong foundation in HR operations and technology, the HR Generalist will manage HRIS processes, ensure data… more
- Siemens (Fremont, CA)
- …as well as create a more sustainable future for our environment. **As a** ** Service Specialist ,** **you will: ** ** ** + Execute digitalization and standard ... service operations strategies + Work with multiple internal service team members including Service Sales, Client Service Managers, Service … more
- Citizens (San Francisco, CA)
- …departments, including Sales, Product, Relationship Managers, Client Services, and Operations . The CPS Specialist is also responsible for providing Treasury ... Specialist is responsible for owning and resolving all client inquiries, by developing a deep understanding of Commercial...Service experience with a background in high touch client service + Experience in the Financial… more
- Stantec (San Francisco, CA)
- …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 ... energy and grid modernization with innovative thinking and premium consulting service delivery. We are delivering safe, reliable energy while supporting business… more
- Deloitte (San Francisco, CA)
- …utilize Microsoft platforms and integrate with other technologies, focusing primarily on client service delivery while also driving sales activities and thought ... Dynamics CRM Technical Architect & Delivery Lead ( Specialist Leader) Our Deloitte Sales & Service...A summary of the expectations is provided below: + Client Service : Advise client business… more
- Maritz (San Francisco, CA)
- EXCITED TO GROW YOUR CAREER? WE'RE GLAD YOU'RE HERE! The Event Service Specialist (ESS) provides exceptional client /guest experiences by delivering superior ... customer service for on-site operations . Responsible for the execution of events onsite. 35%...clients and guests. 30% - Acts as liaison to client for onsite event logistics. Debriefs with event team… more
- GE Aerospace (San Francisco, CA)
- …and field services engineering. **Job Description** **Job Title** **Lead Services Specialist 1 - Customer Service Management** **Company Intro/About GE ... of innovation and a commitment to excellence, we design, manufacture, and service advanced technologies that power commercial and military aircraft worldwide. Our… more
- Deloitte (San Francisco, CA)
- …and technology solutions for large cross industry clients. They focus primarily on client service delivery but also drive sales activities and thought leadership ... success. You'll work alongside talented professionals reimagining and re-engineering operations and processes that are critical to businesses. Your contributions… more
- Deloitte (San Francisco, CA)
- …presenting at conferences. A summary of the expectations is provided below: + Client Service : Advise client on leading practices and technology/industry ... 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… 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 ... is partnering with a long-established, boutique wealth management firm to hire a Client Service Specialist . This team supports ~700 client families with… more
- Deloitte (San Francisco, CA)
- Healthcare Clinical Documentation Specialist - Senior Consultant Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk ... concerns, financial concerns and other business controversy. A Clinical Documentation Specialist (CDS) works to ensure accuracy and completeness of clinical… more
- Deloitte (San Francisco, CA)
- …presenting at conferences. A summary of the expectations is provided below: + Client Service : Advise client on leading practices and technology/industry ... 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… more
- Deloitte (San Francisco, CA)
- Position Summary Deloitte's Enterprise Operations as a Service provides multi-year managed service contracts to support enterprise technology investments and ... continuous modernization and transformative business changes through five key services: SAP Operations , Oracle Operations , IT Operations , Supply Chain … more
- Deloitte (San Francisco, CA)
- Deloitte's Enterprise Operations as a Service provides multi-year managed service contracts to support enterprise technology investments and key business ... and transformative business changes through five key services: SAP Operations , Oracle Operations , IT Operations ,...role ends on 1/30/2026 Work you'll do As a Specialist Master you will: + Manage client … more