Client Specialist - Walnut Creek

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Walnut Creek, Dublin, San Francisco, Marin/Larkspur, Berkeley, Burlingame · As a Client Support Sp ...

The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. · Responsible for day-to-day operations and administrative support for ...

The primary focus of a Sr. Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high net worth clients. · ...

+ Job summary: The primary focus of a Sr. Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high net worth clients. · + Responsibilities:Responsible for day-to-day ope ...

The primary focus of a Sr. Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high net worth clients. · ...

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. · ...

We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. · ...

· WHO WE ARE · Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environ ...

PNC busca a un Client Solution Specialist Sr en Walnut Creek, CA. · ...

This role is intended for professionals who are interested in building a long-term career in sales within a structured and performance-focused organization. · ...

As Client Specialist at Baird you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. · You'll be at the heart of the client experience coordinating onboarding managing communications supporting account operat ...

About The Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. · ...

+About the Role: · As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. · +Responsible for client onboarding coordination · Gain knowledge of and leverage partnership with B ...

Job Description Summary · Fenwick is seeking a Client Accounting Specialist who will be responsible for all financial aspects of managing the assigned partners' portfolio of clients which are performed in accordance with departmental standards. The Client Accounting Specialist wi ...

The Finance and Accounting Department of Arnold & Porter has an opening for a Client Account Specialist.Responsibilities include managing the account set up, billing, and collection arrangements, as well as developing strong collaborative relationships with attorneys throughout t ...

This Client Success Specialist will serve as the primary relationship partner for clients throughout their accounting and tax lifecycle. · Experience in Customer Success or a similar client-facing role. · ...

RicSaint Promotions is growing quickly throughout the San Francisco Bay Area. · Engage with customers at events, · Walk customers through mobile enrollments, · ,Maintain accurate reporting of interactions, · , ...

The Client Account Specialist supports the delivery of quality legal services to clients by performing various functions including billing and collections activity.Assists with special billing and accounts receivable-related projects. · ...

The Client Account Specialist supports the delivery of quality legal services to clients by performing various functions including billing and collections activity, tracking special agreements, solving problems relating to invoice balances and application of cash received.This po ...

At Kelly, we're here to make it a whole lot easier for you. We're seeking a Client Support Specialist to work at a leading organization in San Francisco, CA. This opportunity could be the one you've been looking for. · Pay Rate · $23/hour · This position is on Mission Street, and ...