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...passion for enriching the lives of our clients. We continually seek to perfect our craft... ...excellent opportunity for a Client Service Associate based out of our Walnut Creek, CA or our... ...; motivate and hold self and others accountable for reaching and exceeding existing standards...
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...We are looking for detail-oriented Senior Accountants to join the Client Accounting and Advisory Services (CAAS) practice in our Bay Area offices... ...* Bachelor's Degree in Accounting or related field OR Associates degree in Accounting or related field plus 2 years of accounting...
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Permanent employment
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Work experience placement
Local area
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...Client Service Associate
This Jobot Job is hosted by: Jacob Day
Are you a fit? Easy Apply now by clicking the "Apply Now" button
and sending us your resume.
Salary: $70,000 - $95,000 per year
A bit about us:
A growing wealth management and investment firm...
Suggested
...Bachelor’s Degree
· 3+ years prior experience in an administrative/client service role (preferably in a financial service role)
·... ...limited to:
· Work with custodians to prepare and process account forms and applications, coordinate account transfers, manage deposit...
Suggested
Work experience placement
...Account Manager
Are you looking for a new role within sales operations that will provide the opportunity to lead a team and showcase your client service skills? This Account Management role could be a great fit for you! The Account Manager will serve as the main liaison...
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Temporary work
$60k - $90k
Description: We are currently seeking a Client Service Associate to join our dynamic team. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery.
Responsibilities:
Serve as the...
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Full time
Flexible hours
...create genuine connections that provide our clients with lasting and even life-long... ...We are currently looking for an Client Account Manager to support our clients' missions... ...training and professional development of our associates, equipping them to be the best they can...
Suggested
Full time
Local area
Immediate start
$40k - $90k
...for a new job opportunity?
We are seeking a Cl ient Service Associate to join our high net worth investment advisory team. In this... ...service through timely and accurate administrative support across client accounts.
Responsibilities:
- Serve as the main point of contact...
Suggested
Full time
Work experience placement
...build your career with a firm that puts the client first, then Mariner is the right firm... ...goals.
The senior client service associate is a critical part of the Mariner team,... ...and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist...
Suggested
Full time
...office:
Walnut Creek, CA .
Responsibilities:
The Sales Client Account Lead Analyst role is a key member of the Client and Growth... ...and communication skills.
Qualifications:
Bachelor/Associate's degree in a related field preferred or at least 5-7 years of...
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Work from home
3 days per week
...Job Description:
The Associate Account Coordinator (AAC) will be an integral part of the Account Coordinating
Department responsible for supporting team members with processing orders, modifications, and customer relation events. Coming to the Company with excellent...
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Hourly pay
Full time
Local area
...Job Description Summary:
To perform accounting work within one or more sections, such as accounts payable, payroll or general accounting... ...assigned
MINIMUM SKILLS OR EXPERIENCE REQUIREMENTS:
Associates degree, or equivalent combination of training and experience...
Suggested
Hourly pay
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Flexible hours
...providing best-in-class customer service through efficiency, accountability, and a sense of urgency all while putting knowledge to work to... ...with subject matter experts.
+ Develop relationships with clients and deliver high levels of client care.
+ Develop and maintain...
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Hourly pay
Holiday work
Full time
For contractors
Local area
Flexible hours
We are looking for an experienced public accountant for our senior accountant position with at least three years of experience who understands... ...with varied work activities and exposure to different clients and services
Embraces and encourages ongoing change and improvement...
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Holiday work
Flexible hours
Overview:
The Client Experience Manager, reports to the Manager, Client Experience and is responsible for client support throughout... ...with a regional focus. This model will allow one point of accountability to address any issues that arise over the life of a policy....
Suggested
Flexible hours
...Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of... ..., while leading with a client first mindset
Skills:
Account Management
Client Management
Customer and Client Focus...
Full time
Internship
Seasonal work
Shift work
...driving individuals consists of former accountants, executive recruiters and specialized professionals... ...understanding of the industry, helping clients identify, evaluate and deliver the right... ...just different, it’s better.
Associate Director of Client Services
Role...
Holiday work
Temporary work
Interim role
Local area
...Accounting Analyst
Job ID
166765
Posted
16-May-2024
Service line
GWS Segment
Role type
Full-time
Areas of Interest... ...CBRE GWS
CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational...
Full time
Visa sponsorship
...Job Description
The AFM Account Engineer position is critical as you are the first point of contact for communicating with our insureds... ...& broker partners, working to protect the value of our clients’ business.
On a corporate-wide basis, the AE evaluates &...
Remote job
Flexible hours
...Accountant
Are you looking for a challenging and rewarding career in Accounting? Do you have a keen eye for detail and strong analytical skills? If so, we may have the perfect opportunity for you.
Our company, located in the East Bay area, is currently seeking an...
Holiday work
Outdoor
