Client Service & New Accounts Specialist
Poppy Bank
Poppy Bank in Los Altos is seeking a Client Service Representative for various levels including II, III, and Senior. The role involves opening new consumer and business accounts, processing transactions, and cross-selling bank products while ensuring compliance with banking regulations. The ideal candidate should have 3+ years of banking experience, strong customer relations skills, and proficiency in necessary banking software. A commitment to exemplary customer service and teamwork is essential. #J-18808-Ljbffr Poppy Bank
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Service & New Accounts Specialist in Los Altos, CA vacancy
$36.79 - $58.49 per hour
...Lets see what we can achieve. Together. Summary The Senior Client Accounts Specialist, working in collaboration with and in support of the firms... ...a team of support specialists within both Legal Support Services and Accounting teams to provide effective, streamlined billing...SuggestedHourly payWork at officeRemote workRelocationVisa sponsorshipRelocation package$95k - $110k
The Opportunity We are seeking a Senior Client Accounting Coordinator to join our firm. This... ...with secretarial and other firm business services professionals. Understands and responds... ...Outlook, Excel, Word) and ability to learn new software and operating systems....SuggestedWork experience placementWork at officeLocal areaRemote workShift work$110k - $130k
...System which makes everything possible.The Key Account Representative (GAR) is responsible in... ...Sales & Commercial Operations / Customer Service to serve assigned customer(s) and identify and communicate unmet customer needs, new product development through partnering with...SuggestedFull timeRemote workWork from homeFlexible hours$20 - $28 per hour
...Sales And Service Representative At First Citizens... ...team by making client servicing calls, identifying... ...branch team members or specialist Adaptability: Has... ...and adapt quickly to new information and technology... ...to take deposits are accountable for transaction...SuggestedHourly payWork at officeImmediate startShift workFirst Citizens Bank
Palo Alto, CA1 day ago- The City of Palo Alto’s Administrative Services Department seeks an Accounting Specialist in the Revenue Collections Division to perform fiscal-accounting clerical duties, prepare financial reports, and handle discrete accounting tasks with independent judgment. Key responsibilities...Suggested
- ...identifying qualified opportunities, and partnering closely with Account Executives (AEs) to accelerate PhoenixAI's growth across global... ...Qualifications: ~ Hunter mindset, you are always hungry for new businesses. ~13 years of experience in Sales Development, Business...
$68k - $89.25k
...leads and setting qualified discovery calls that ultimately lead to new business and new revenue. In this role you get to: Build... ...influencers and key decision makers Research and build new and existing accounts through rigorous outbound calling efforts and by creating/...Full timeWork at officeFlexible hours- ...expanding the team to meet strong client demand across a range of... ...Representatives - Working closely with Account Executives and the Marketing... ..., etc. You can bring new and creative ways of creating... ...2+ years of sales or customer service experience ~ Bachelors degree...Work at office
- El Camino Health is seeking a detail-oriented Billing Specialist to support claims processing, payments, and follow-up across hospital and professional billing. You will collaborate with departments to resolve errors and ensure timely cash collections. The role requires...Hourly payWork at officeDay shift
- The City of Palo Alto, Administrative Services Department, is seeking an Accounting Specialist in the Revenue Collections Division. The role performs fiscal-accounting clerical duties, prepares financial reports, and handles journal entries and data reconciliation to support...
$28.79 - $34.79 per hour
...Description Job Purpose: Provide accounting and finance-related support... ...inquiries. Participate in new initiatives, as needed such... ...with Stanford colleagues and clients and with external... ...for providing public safety services to the community. Personnel will...Hourly payWork experience placementWork at officeLocal areaNight shiftWeekend workStanford University
Stanford, CA4 days ago$20 - $40 per hour
Clockwork.io - Software Driven Fabrics to increase GPU cluster utilization Clockwork Systems was founded by Stanford researchers and veteran systems engineers who share a vision for redefining the foundations of distributed computing. As AI workloads grow increasingly ...Hourly payContract workWork at officeFlexible hours- A global law firm in Palo Alto is seeking an Office & Client Services Assistant. This role involves providing essential administrative support to ensure smooth daily operations and assisting with client-facing activities. Candidates should be detail-oriented, have strong...Work at office
- ...Associate is to assist the General Manager with new membership sales by bringing new members... ..., and overall outstanding customer service. Fitness experience and/or knowledge of Pilates... ..., class formats target a wide range of clients’ needs from youth to senior, beginner to...Hourly payPart timeImmediate start
Riser Fitness, Llc
Palo Alto, CA21 hours ago - ...Overview Join to apply for the Accounting/Finance Associate role at... ...translational, clinical, health services and medical education. The... ...transactional inquiries from client groups. May establish accounts... ...prepare invoices. Participate in new initiatives, as needed such...Full timeWork experience placementWork at office
Inside Higher Ed
Palo Alto, CA3 days ago $59k - $90k
...Description Position Summary: The Client Arrangements Specialist supports the Client... ...requirements as requested by Client Accounting, Legal Assistants and... ...data entry support for new and to be updated Non-Standard... ...skills Strong client service, analytical and problem-solving...Full timeWork at office$59k - $76k
Office & Client Services Assistant - Michael Page This role provides essential administrative and client support to ensure smooth daily operations within the law firm. It is ideal for someone who is detail‑oriented and thrives in a fast‑paced environment. Base Pay Range...Work at officeLocal area$20 per hour
...Shopping Center. Mission: The Client Specialist is responsible for delivering stellar client... ...selling of watches, accessories and services as main task and exceeds turnover... ...recruit prospects and clients Find ever new and creative means to exceed client’s expectations...Local areaCH Premier Jewelers
Palo Alto, CA7 days ago- ...sustainable solutions. We're Hiring an Account Specialist! Job Summary: The Account... ...revenue. They identify and pursue new sales opportunities, build and maintain relationships with existing clients, and present products or services to potential customers. Light...Work experience placementLocal area
Xylem
Milpitas, CA2 days ago - ...open for 30 days, from 24-Jul-2026. The posting may close early due to the volume of applicants. If you find yourself looking for a fulfilling career, the Client Account Administrator (CAA) - Remote role may Administrator, Account, Client Relations, Accounting, Client...Remote work
Edward D. Jones & Co., L.P.
Los Altos, CA2 days ago $28.79 - $34.79 per hour
Provide accounting and finance‑related support to the Stanford Department of Public Safety. This is a one‑year term position with the possibility... ...and elevate broader issues as needed. Participate in new initiatives, such as user testing. Maintain records and process...Hourly payWork experience placementWork at officeLocal areaNight shiftWeekend work- ...Description Overview As a full-time Lead Client Care Representative , you'll serve as... ...Client Care team to deliver outstanding service every day. You'll be the... ...while promoting exceptional client service, accountability, and continuous growth. Communication...Full time
Companion Pet Partners, LLC
Palo Alto, CA17 days ago - ...your opportunity to take your career to the next level, embrace new challenges, and continue to make a difference. We work for a... ...collaborate with experienced professionals to provide top-tier service. • Collaborate & Contribute: Work closely with your team and leadership...Minimum wagePart timeLive inLocal areaWorldwide
EssilorLuxottica
Palo Alto, CA4 days ago - ...Support Associate to join our team at our new Palo Alto, CA store opening soon. This... ...passion for providing exceptional customer service where the ideal candidate can thrive in a... ...and engage customers and offer to service clients’ and pull their product needs as well as...Shift workWeekend work
- ...selling to our customers in the moment to service their needs. You will drive enterprise... ...store or online journey to acquire and grow client relationships by leveraging elevated... ...on the selling floor Ensure receipt of new merchandise, unpack and set up new merchandise...Full timeFlexible hoursAfternoon shift
$65k - $80k
...for you! State Farm agents are independent contractors that market State Farm Insurance and financial services products. ROLE DESCRIPTION: As Account Representative for Du Vo - State Farm Agent, you are vital to our daily business operations and customers...For contractorsState Farm
Mountain View, CA21 hours ago- ...Job Description The Patient Account Representative (PAR) is responsible for the timely and accurate processing of patient accounts... ...follow-up, Payer denial review and appeals processing, Customer service, Payment applications, Credit balance review and resolution and...
Insight Global
Palo Alto, CA3 days ago - ...We're Hiring! We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency...For contractorsWork at office
Michael Tirabassi - State Farm Agent
Los Altos, CA1 day ago $18.7 - $19.7 per hour
...You will: Engage . You get to meet new people, every day! Greet each customer... ...Compassionate . You will embody our core values of service, inclusion, and education. It's important... ...and match a portion of your commuter account monthly. Growth + Development We...Hourly payLocal areaFlexible hoursCrossroads Trading Co., Inc.
Palo Alto, CA1 day ago$31.94 - $35.94 per hour
...Patient Account Representative (PAR) The Patient Account Representative (PAR) is responsible... ...from across the Patient Financial Services (PFS) operations. Responsibilities may include... ...Underpayment reconciliation Client or other special billing The PAR I is...Hourly payWork experience placementWork at officeStanford Health Care
Palo Alto, CA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service & New Accounts Specialist. Be the first to apply!
Related searches
- community service representative Los Altos, CA
- client service representative Los Altos, CA
- bilingual customer service representative spanish english Los Altos, CA
- customer experience agent Los Altos, CA
- customer experience associate Los Altos, CA
- client experience specialist Los Altos, CA
- service person Los Altos, CA
- benefit customer service representative Los Altos, CA
- customer service representative (remote from home) Los Altos, CA
- customer relations associate Los Altos, CA