Client Services Jobs in San Jose
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Search Results - Client Services Jobs in San Jose
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
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 -
Ken Fulk Inc-San Jose
Ken Fulk Inc. is seeking a Client Services Coordinator with a minimum of five years of experience in a related role for our San Francisco studio.
You will directly assist the Vice President - Brand Marketing & Client Relations (VP) in signing...
mindmatch.ai -
NakedMD-San Jose
of client service is provided
Hire, train, and manage staff
Maintain a clean and organized facility
Prioritize patient safety above all else: inspect the injection room and act to maintain excellent hygiene and safety (decontaminating equipment...
resume-library.com -
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 -
SingerLewak-San Jose
of a large firm with a blended environment of practices, services and industry specializations, SingerLewak continues to demonstrate renowned industry leadership year-over-year. The firm takes pride in client service and professional and personal advancement...
appcast.io -
Robert Half Recruiting-San Jose
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
Title: Client Service Associate
Location: San Jose, CA 100% Onsite
Salary: $90-110k base + Bonus (~20%)
About the Company:
This organization is a swiftly expanding investment...
mindmatch.ai -
SynergisticIT-San Jose
welcome candidates with all visas and citizens to apply.
If you get emails from our skill enhancement team please ask them to take you off their distribution list and make you unavailable as they share the same database with the client servicing team...
resume-library.com -
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 -
Path-Arc-San Jose
and file customer interactions and account changes
Able to up-sell if needed
Able to schedule call back and appoints to resolve customer needs
Requirements
Previous experience in customer support, client services, sales, or a related field
Excellent...
resume-library.com -
ITech Consulting Partners-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 -
EY-San Jose
Building long-lasting relationships with our clients, developing your understanding of their unique needs and requirements
Being part of a dedicated client service team and providing performance feedback to staff
Constantly developing your own knowledge...
Affinity Executive Search-San Jose
returns and delegates to the various tax preparers as deemed necessary.
• Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.
• Delegates and manages...
appcast.io -
esrhealthcare-San Jose
representing Client Service team, identify client impact issue and provide resolution/ recommendations
Lead project implementation and support internal functional testing for new releases impacting clients
Adhered Client Support procedure and identify process...
jobvertise.com -
San Jose
Other duties as assigned in similar scope.
Qualifications:
• Bachelor's Degree in Business, Operations, Management, or related field. Preferred
• 2-4 years of working in case management. Required
• 2-4 years of working in legal and client service role...
icims.com -
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