Client Services Jobs in Santa Rosa
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Search Results - Client Services Jobs in Santa Rosa
Ken Fulk Inc-Santa Rosa
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 -
Essel-Santa Rosa
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 -
Morgan Stanley-Santa Rosa
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...
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Top Notch Mohs-Santa Rosa
to our clients (Doctors) and set up our lab at their location. Some of these locations include; Sonoma City, Napa City, Marin City, Contra Costa City, San Francisco City, Alameda City and Santa Clara City.
Your Responsibilities:
Commuting to client’s...
resume-library.com -
Innovations PSI-Santa Rosa
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 -
Phaidon International-Santa Rosa
The successful candidate will have a deep understanding of custodial platforms, a proven track record of managing high-performing teams, and the ability to refine and implement key operational processes.
Key Responsibilities:
• Lead and develop Client Service...
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Innovations PSI-Santa Rosa
the investment team, and Client Service Specialists for seamless service delivery.
Qualifications:
• 7+ years of experience in the investment industry (client-facing experience preferred).
• Certified Financial Planner designation with 5+ years of experience...
mindmatch.ai -
ELCO Consulting-Santa Rosa
the team. Job responsibilities include:
-Serve as trusted contact to family clients for day-to-day client service and family advisory needs.
• Support investment team in oversight and implementation of client portfolios. Areas of involvement include client...
mindmatch.ai -
Optima Search | Europe & America-Santa Rosa
and outcomes for our clients, ensuring customer success.
• Enable, mentor, and coach your account teams to achieve client success.
QUALIFICATIONS:
• 7-12 years of experience in a consulting or client services lead role related to cloud, software development...
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AppleOne Employment Services-Santa Rosa
management systems, and legal timekeeping/billing software.
• Strong verbal and written communication skills.
• Ability to prioritize tasks and manage time effectively in a fast-paced environment.
• Team-oriented with a professional demeanor and client...
mindmatch.ai -
The Worker Agency-Santa Rosa
external facing support team responsible for taking initiative on key client services. The campaign manager is responsible for supporting the development and execution of The Worker Agency’s objectives and scope of services on behalf of our clients...
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Coda Search│Staffing-Santa Rosa
of client service.
• Sales & Business Development: The successful candidate will have a regimented approach to onboarding new clients and expanding, retaining, and nurturing existing relationships.
Qualifications:
• Bachelor’s degree in Finance, Economics...
mindmatch.ai -
Lenox Advisors-Santa Rosa
tested by others in the firm and are relevant to current client needs.
• A passion for client service. You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals.
• Well-developed interpersonal...
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Corporate Connections LLC-Santa Rosa
Services) to profitably provide an exceptional client experience.
Operational Oversight and Authority: Ensures that all project and service activities are managed in accordance with our clients established processes and policies. Intercedes with active...
mindmatch.ai -
Green Dot Corporation-Santa Rosa
to join us in our mission? These are the qualifications we are looking for:
Required:
• Minimum 3 years of successful strategic sales or client service experience.
• Ability to travel 75% in territory and attend occasional trade shows.
• Computer...
mindmatch.ai -
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