Client Services Jobs in San Jose
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Search Results - Client Services Jobs in San Jose
Morgan Stanley-San Jose
POSITION SUMMARY:
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals...
mindmatch.ai -
Robert Half-San Jose
Please contact Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity.
Job Posting: Client Service Associate
Employment Type: Full-Time
Location: San Jose, 100% onsite
Comp: $88-120k + Bonus
Are you ready to elevate your...
roberthalf.com -
Robert Half-San Jose
contributor, youll receive significant support from our experienced team and specialized training in client relations, portfolio operations, and analysis.
Requirements – client service associate:
• 7+ years of experience within the private wealth space...
mindmatch.ai -
Robert Half-San Jose
and separate sick days. This is an ideal opportunity for detail-oriented, proactive professionals who thrive in a client-focused environment.
Responsibilities:
• Provide day-to-day client service and support
• Assist with meeting preparation and coordinate...
roberthalf.com -
Sköna-San Jose
Sköna is seeking an Account Director with a kick-ass track record. As such, you’re not easily stressed. You’ve been in this business long enough to not let deadlines, clients or unforeseen changes rattle your zen. You multitask with fervent energy...
mindmatch.ai -
Affinity Executive Search-San Jose
Responsibilities
• Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
• Serves as a subject matter expert in discipline or industry.
• Performs all tasks related to client service...
appcast.io -
Innovations PSI-San Jose
internally and externally.
• Reconcile securities transfers and ensure accurate quantities and cost basis.
• Utilize Salesforce for data entry, reporting, and task management.
• Respond promptly and accurately to client service requests.
• Generate reports...
mindmatch.ai -
Worldwide TechServices-San Jose
to the successful delivery of service for each client
Ensure control of assets and inventory through prompt turnaround of parts and equipment as required by client service agreements
Report all activity in an accurate and timely manner
Understand all Safety...
resume-library.com -
Net2Source Inc.-San Jose
and CXO-3 levels)
• Possesses strong SDLC / technology / industry knowledge.
• Strong focus on Client Service excellence.
• Can operate in a fast-paced and matrix environment
• Adept with different commercial and engagement models
• Ability to understand...
mindmatch.ai -
Essel-San Jose
and/or Design/Build delivery method
Must work well in a team environment and be committed to client service
A valid Driver’s License
Benefits
Industry competitive benefits...
resume-library.com -
Ethical Search Professionals, Ltd.-San Jose
of any complexity.
• Serves as a subject matter expert in discipline or industry.
• Performs all tasks related to client service and sees that assignments are accomplished within budgeted time.
• Assumes full responsibility for larger tax returns...
appcast.io -
SynergisticIT-San Jose
database with the client servicing team who only connect with candidates who are matching client requirements.
No phone calls please. Shortlisted candidates would be reached out. No third party or agency candidates or c2c candidates...
resume-library.com -
Software Placement Group-San Jose
complexity.
• Serve as a subject matter expert in specialized tax disciplines or industries.
• Ensure assignments are completed within budget constraints while maintaining high standards of client service.
• Take full responsibility for larger tax returns...
appcast.io -
San Jose
and mentor staff, and direct resources effectively in a positive manner
• Ability to provide high-quality deliverables with exceptional client service
• Business development and marketing experience including writing proposals, developing scopes of work...
icims.com -
Resource Innovations-San Jose
in the healthcare, high-tech, and biotech sectors
• Proactively engage with underrepresented customer segments to ensure equitable program access and benefits
• Deliver best-in-class client services
• Other duties as assigned.
Requirements
• Understanding...
workable.com -
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