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
$95k - $110k
...review our current business services professionals openings to learn... ...and novel solutions to our clients' legal issues. We are known for... ...are seeking a Senior Client Accounting Coordinator to join our Firm.... ...), with the ability to learn new software and operating systems...SuggestedWork experience placementWork at officeLocal areaRemote workShift work$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$179.13k - $237.36k
...values of boldness, exceptional service, collaboration, and support,... ...with senior leadership, clients, and external stakeholders, this... ...initiatives and onboarding of new associates.Strategic... .... Possess knowledge of basic accounting and budgeting principles and...SuggestedContract workWork at officeLocal areaRemote workVisa sponsorship$150k - $210k
...per week when not traveling for client meetings, industry events, or... ...Development Leader to drive new logo acquisition across the Technology... ...clients adopt and scale services across Consulting, Business... ...logo acquisition across target accounts in the Technology and AI sector...SuggestedMinimum wageContract workWork at officeLocal area2 days per week$25 per hour
...Receptionist Reports To: The Receptionist will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.... ...: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other...SuggestedTemporary workWork experience placement$2,000 per month
...The Role: The Finance team is seeking an Accounting Coordinator as part of our growth. This person... ...team? Can you evaluate and recommend new approaches and procedures that result in... ...equivalent) for financial donations and service Up to 40 hours each year to use toward volunteer...Local areaFlexible hours$100k - $125k
...responsible for identifying high-potential accounts, engaging key stakeholders, generating... ...similar tools, or the ability to quickly learn new technologies and workflows. Experience... ...Exposure to industries such as Financial Services, Insurance, Healthcare, Business Process...Full timeWork at office- ...Silicon Valley firms including WndrCo, Kindred Ventures, Millennium New Horizons, NFDG, Comcast Ventures, Creator Ventures, Leadout... ...can match. You'll be the tip of the spearresearching target accounts, crafting personalized outreach, and booking qualified meetings...Work at officeRemote workFlexible hours
- ...are powering the era of the agentic enterprise. To usher in this new era, we seek AI-native thinkers across every function who are... ...and key decision makers Research and build new and existing accounts through rigorous outbound calling efforts and by creating/executing...Work at office
- ...energetic Sales team, you'll focus on developing new opportunities within school districts for... ...on your own or in collaboration with account managers and management Meet weekly... ...experience selling SaaS or Educational services Lead Development or Sales Development...Local areaWorldwide
- ...promising opportunities, qualifying prospects, and setting our Account Executives up for success. This is a high-impact role for someone... ...calls, LinkedIn, and other channels to generate interest and create new opportunities. Qualify prospects against clear criteria and...Work at officeFlexible hours1 day per week
$24 per hour
...We are seeking a Sales Specialist to join our boutique... ...closely with discerning clients, established Diamond... ...experiences and exceptional service. Why Join Frette?... ...Identify and develop new opportunities within... ...culture of teamwork, accountability, and continuous improvement...Hourly payFull timeTemporary workWork at officeLocal areaRemote workAfternoon shift- ...Outbound Sales Development Representative Denver, Colorado; New York, New York; Palo Alto, California About Workato Workato... ...commercial sales team and is responsible for breaking into new accounts via outbound. You will have stable expectations and processes, with...Work experience placementInternshipWork at officeRemote workFlexible hours2 days per week
$20 per hour
...Essential Functions Sales & Client Experience Lead by example... ...Deliver exceptional client service by educating clients on products... ...onboarding and training of new team members under ACM/CM... ...Reliable, proactive, and accountable in daily execution. Experience...Hourly pay16 hoursPart timeFlexible hoursShift workAfternoon shift$50k - $60k
...Advisor and is critical in meeting clients’ needs and developing... ...position utilizes excellent customer service and problem-solving skills to... ..., insurance, and managed accounts. Location Palo Alto, California... ...and Responsibilities: Generate new business through effective networking...Full timeLocal area$21 per hour
...upon interview. Requirement: Prior customer service, hospitality, and Microsoft Office... ...Employee Assistance Program, Flexible Spending Accounts (FSAs) Associates may also be eligible... ...Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act....Hourly payFull timePart timeWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...appointments, administrative holds, and processing deadlines; process new record requests within required timelines and conduct follow‑ups... ..., shipper status, and other required applicant data. Support service‑processing actions, high‑school record requests, MEPS‑to‑MEPS...Civilian ContractorFull timeContract workFor contractorsWork at officeLocal areaMonday to Friday
$21 per hour
...Requirement : Prior customer service, hospitality, and Microsoft Office... ...environment. ESFM’s clients include many household names from... ...Assistance Program, Flexible Spending Accounts (FSAs) Associates may also... ...Chance Ordinance, and the New York Fair Chance Act. ESFM...Hourly payFull timePart timeWork at officeLocal areaRemote workMonday to FridayFlexible hours$22 - $25 per hour
...Assistant functions to others in the company, as needed Assist with new hire onboarding tasks, including workspace setup, onboarding,... ...and Facilities Support Help coordinate and perform routine services such as cleaning, maintenance, and office supply deliveries Report...Hourly payWork at office$65k - $75k
...manage credit card reconciliation. Customer Service & Communication: Provide exceptional customer service to staff, clients, and visitors, creating a positive and... ...with preparing paperwork, setting up systems for new hires, organizing orientation and welcome kits...Full timeWork experience placementWork at office$221.41k - $280.07k
...Director - NVIDIA - Financial Services, Consumer & Retail, and Technology... ...across priority sectors, accounts, and strategic alliances—delivering... ...outcomes through a deeply client‑centric approach. The Opportunity... ...—focused on originating net‑new opportunities, building...Summer holidayFlexible hours$70k - $80k
...ll Do Sells 1031 exchange services to the residential and commercial... ...channel Develops new initiatives and partnerships... ...efforts to track progress on client development What You'll Bring... ...applications ~ Real Estate, Law, Accounting or Finance Degree preferred...Flexible hours$221.41k - $280.07k
...Atlanta, Indianapolis, Kansas City, New Orleans, Baltimore, Boston,... ...technology, business, sector, account knowledge along with EY... ...and solutions to meet unique client needs and opportunities. The S... ...industry sectors, solutions, and services, while demonstrating and achieving...Summer holidayFlexible hours$28.79 - $34.79 per hour
...Provide accounting and finance-related support to the Stanford Department... ...inquiries. Participate in new initiatives as needed such as... ...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 work$30 - $32 per hour
...Financial Analyst (Accounting/Finance Associate) Pay Rate Range: $30.0... ...Financial Analyst to support our client within Land, Buildings & Real... ...and implementation of new financial processes and controls... ...strongly preferred Experience with service center accounting and multiple...Contract workMonday to Friday- ...real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented... ...you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way...Work at officeShift work
- ...development on office marketing budget and client‑facing opportunities; partners with... ...verbal and written communication. Client service excellence with internal and external stakeholders... ...of labor laws, HR practices, and basic accounting and budgeting principles. Advanced...Contract workWork at officeLocal areaVisa sponsorship
$22 per hour
...annually and approximately 10,000 clients worldwide. Live Nation... ...invoices and communication with Accounts Payable team to ensure prompt... ...:* Deliver exemplary customer service to maintain customer loyalty*... ...expectations* Solicit sales of new or additional services or products...Hourly paySeasonal workWork at officeLocal areaWorldwide$21 - $22.5 per hour
...0 per hour Requirements Prior customer service, hospitality, and Microsoft Office experience... ...Program, and Flexible Spending Accounts (FSAs). Paid and unpaid time‑off benefits... ...Francisco Fair Chance Ordinance, and the New York Fair Chance Act. ESFM #J-18808-Ljbffr...Hourly payFull timeWork at officeLocal areaMonday to FridayFlexible hours$19.5 - $22 per hour
...Client Services Representative Responsible for delivering exceptional customer service to our banking customers. The Client Services... ...deposits, withdrawals, check cashing, remittances, and opening of new accounts. Complies with Federal and state laws and follows Bank...Hourly payFull timeAfternoon shift
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