Trust Client Specialist - Brentwood

We exist to support America's essential workforce by delivering curated workwear, footwear, and safety solutions that promote physical, emotional, and commercial well-being. · ...

We exist to support America's essential workforce by delivering curated workwear, · footwear, and safety solutions that promote physical, emotional, and commercial well-being. · The PRO Division is expanding — scaling our commercial workwear programs, custom merchandise · service ...

We are looking for passionate Client Specialists for our studios. They will be the first line of contact at all Barry's studios and must be well-versed in all aspects of our business. · Front Desk: Assist clients with class selections, bookings, and questions; maintain a clean st ...

We're looking for a part-time Client AP Specialist to join our successful CPA firm. · Mastery BILL and QuickBooks Online within the first 60–90 days. · Paying bills accurately and on time. · Serving as a proactive point of contact for clients and vendors. · ...

We are seeking a Client Support Specialist to join our Call Center Team comprised of creative and energetic employees who are dedicated to delivering the best customer service experience every day. · We have been locally owned and operated since 2003 dedicating ourselves to provi ...

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. · ...

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

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 ...

We have been locally owned and operated since · 2003 dedicating ourselves to providing quality 5-star customer service. · We value our clients and employees by serving everyone with honesty and integrity, · We've been named a Top Workplace since · 2016 We are committed to our c ...

Nurtured Wealth is seeking a Client Service Specialist in Walnut Creek to support clients and team through exceptional service. · ...

· 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 ...

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 ...

++Service Champions busca un Especialista en Soporte Clientes para su centro de llamadas. El candidato debe tener experiencia en ventas y call center. · +Atender llamadas entrantes e internas. · Llamar a clientes existentes con el fin de ofrecer productos o servicios adicionales. ...

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. · ...

+ 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 ...

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

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. · ...

· Why Work at Mercer Advisors? · For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today w ...

We're looking for a Sales & Client Engagement Specialist who shares that same passion for people and meaningful moments. This is a role for a polished, relationship-driven professional who understands that sales in the wedding world isn't just about closing contracts, it's about ...

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. · ...