Accountant - Client Services - Pleasanton - LTD Global, LLC

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 ...

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 ...

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 ...

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 partner with charitable organizations to amplify their programs and drive meaningful community impact. · ...

We are seeking a Client Service & Operations Analyst in our Seattle or San Francisco office,presenting a high-touch experience to our clients while supporting the firm's operational infrastructure. · Demonstrate excellence in client service operations. · Manage quarter-end proces ...

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. · ...

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... · ...

We are offering a full-time Client Services Supervisor role at Beacon Veterinary Specialists in Fremont, CA. The successful candidate will lead the development of customer service procedures and policies. · ...

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. · Greet clients · Book appointments · ...

We are searching for a full-time Client Service Representative or Receptionist to join our team in Fremont, · Clients would be greeted by this position.Greet clients · Book appointments · ...

We are seeking a highly motivated Client Service Assistant II (CSA) to join a fast-growing wealth management firm located in San Ramon, CA. · The CSA plays a critical role in delivering a high-touch, personalized experience to our clients. You will support our advisors in managin ...

As a Client Service Representative (CSR), you are the first point of contact for our clients and their pets. · ...

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 ...

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 ...

+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 · ...

We are seeking a Client Service Associate to join our team and become a core contributor to our client service and operational excellence.This role is designed for a highly capable, detail-oriented professional who takes pride in accuracy, accountability, and follow-through. · ...

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 ...

As a Client Service Representative at Nova Management Inc., you will be the face of our company in the Fremont community. · ...