Entry-Level Client Service - Livermore

We are in need of an Accountant who is able to manage accounts and work well with an accounting team. · ...

The Registered Client Service Associate provides exceptional service to clients and supports Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. · They build trusted relationships through regular interactions with clients and assist them with the ...

This posting will remain open for a minimum of two weeks or until a sufficient pool of qualified applicants has been received. · A career at Banfield means you'll find yourself working in the pet healthcare field alongside industry experts with a chance to make a difference in th ...

Job summaryWealth Enhancement is looking for a · ResponsibilitiesEnsures accurate completion of prospect/new client paperwork/set upFollow up on funds transfer from surrendering companyMaintains (CRM-Salesforce) database ...

As a Veterinary Client Service Coordinator at Ethos Dublin, you will be the first friendly face for patients and clients upon arrival. You will remain calm in stressful situations, communicate effectively with clients and medical staff, and possess a love for animals. · Greet cli ...

+Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. · +New Client Onboarding · Client Relationship Management · Client Review Prep and Follow Up · ...

Lenox Advisors is a full-service, multi-faceted financial services firm. Our clients hire us for our commitment to help them achieve long-term financial success. · Provides superior client service by identifying client's wants and needs, acting on, and/or delegating items and fol ...

The Veterinary Client Service Coordinator role at SAGE Dublin involves interacting with clients in person and on the phone while remaining calm in stressful situations. This fast-paced environment requires balancing multiple tasks such as greeting clients and patients, data entry ...

We are looking for a full-time Client Services Supervisor to join our team at Beacon Veterinary Specialists. · Leading the development of customer service procedures and policies in collaboration with management and executive leadership · Collaborating with internal teams to ensu ...

SAGE Dublin specializes in many areas of veterinary medicine using the most current knowledge and treatments available. · The Role and Ideal Candidate: · Remain calm in stressful situations while interacting with clients. · Thrive in a fast-paced environment balancing multiple ta ...

We are seeking both Registered and Non-Registered Client Services Associates for our branches. We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. · ...

The Client Services Associate will perform five main objectives including new client onboarding, client relationship management, client review prep and follow up, industry/product/company knowledge, · and team and corporate support.New Client Onboarding: Ensures accurate completi ...

As a Client Services Assistant - Wealth Management, you will play a central role in delivering high-quality impact investment advisory services by supporting client onboarding, account operations, and ongoing service needs. · ...

+ 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 in this role build trusted relationships. · Leading with ...

We are searching for a full-time Client Service Representative or Receptionist to join our team in Fremont, CA We're offering an hourly rate of $20 - 25/hr based on experience, along with career growth potential and comprehensive benefits. · ...

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, an ...

Proven track record of creating happy customers. · ...

We are seeking to add a Client Service team member who is motivated by managing operational processes with accuracy and attention to detail. · Experience in client service, administrative, or operations role in financial services experience strongly preferred. · Working knowledge ...

The client service associate is a critical part of the Mariner Wealth Advisors team, · responsible for delivering extraordinary client service and care. As one of the first associates clients connect with,Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) ...

About Us · Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so ...