Search Results: 4,562 vacancies

 ...passion for enriching the lives of our clients. We continually seek to perfect our craft...  ...financial plans and investment management services to over 55,000 households from our over...  ...served, and engaged in an unwaveringly professional and sophisticated manner and space. Establish... 
Suggested
Holiday work
Temporary work

Wealth Enhancement Group

Walnut Creek, CA
2 days ago
 ...Strategic Business Analyst ("BA") to join our growing Professional Services group. The Strategic BA is assigned to strategic projects...  ...Professional Services Systems Integrator Program Director or Client Partner, preferred in the Call Center and/or CRM Industry... 
Suggested
Holiday work
Contract work
Temporary work
Remote job
Worldwide

Five9

San Ramon, CA
a month ago
 ...Job Description Job Description Description: Client Service Team Leadership: Supervise Client Services Coordinators and the...  ...business. Handle escalated client service issues with tact and professionalism. Create, revise, and manage CRM workflows to optimize... 
Suggested

SUMMIT FINANCIAL GROUP LLC

San Ramon, CA
10 days ago
 ...financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal...  ...professionals and head into the field to provide services that meet the needs of clients, families, and small business owners. Work Types... 
Suggested
Full time
Part time
Remote job

Global Financial Impact - Lisa Matthews

Lafayette, CA
11 days ago
 ...Degree · 3+ years prior experience in an administrative/client service role (preferably in a financial service role) · Minimum 5 years...  ...location. Our staff is experienced and friendly. We offer a professional, collaborative and challenging environment. EOE Company... 
Suggested
Work experience placement

California Financial Advisors

San Ramon, CA
10 days ago
 ...Delivery Methodology. As an entry level contributor to the Professional Services Team, the ideal candidate will be a passionate, ready to learn...  ...and maintaining positive and productive relationships with clients; impeccable communication skills and ability to understand clients... 
Suggested
Holiday work
Temporary work
Remote job
Worldwide

Five9

San Ramon, CA
7 days ago
 ...a part of any final offer. JOB SUMMARY Provides customer service and support for Zephyr Express & Winebow Customers, Sales Representatives...  ...product and delivery inquiries. Provides customer service to clients striving for the highest level of customer satisfaction and... 
Suggested
Hourly pay
Full time
Monday to Friday

Winebow Winebow

Benicia, CA
2 days ago
 ...Summary Assume responsibility for World Class Client accounts and other accounts as assigned. Client Executive Service associates act as a leader for the service...  ...necessary business information to enhance the team's professional development. Ensure deliverables are... 
Suggested
Night shift

MarshMclennan

Walnut Creek, CA
7 days ago

$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...  ...communications via phone, email, and other channels, maintaining a professional and courteous demeanor. Facilitate account openings and... 
Suggested
Full time
Flexible hours

Gpac

Concord, CA
3 days ago
 ...authentic selves. To complement our rapid growth, the Professional Services team is recruiting early career individuals to deliver cutting...  ...to design document handoff. Includes ability to work with a client to gather true business requirements, determine the level of... 
Suggested
Holiday work
Temporary work
Remote job
Worldwide

Five9

San Ramon, CA
12 days ago
 ...the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service...  ...Provide necessary business information to enhance the team's professional development. Ensure deliverables satisfy client requirements... 
Suggested
Night shift
Afternoon shift

MarshMclennan

Walnut Creek, CA
7 days ago
 ...SUMMARY The Client Service Executive is responsible for retention and expansion of assigned book of business and participating in the...  .... Make yourself available as a speaker or panelist for professional industry meetings, events or speaking engagements. Lead the... 
Suggested
Night shift
Afternoon shift
2 days per week
1 day per week

MarshMclennan

Walnut Creek, CA
7 days ago

$40k - $90k

 ...opportunity? We are seeking a Cl ient Service Associate to join our high net worth investment...  ...accurate administrative support across client accounts. Responsibilities: - Serve...  ...firm specializing in placing quality professionals within multiple industries across the... 
Suggested
Full time
Work experience placement

Gpac

Concord, CA
9 days ago
 ...Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures... 
Suggested

Banfield

Walnut Creek, CA
1 day ago
 ...build your career with a firm that puts the client first, then Mariner is the right firm...  ...actively nurture the next generation of professionals, give back to the community and focus on...  ...career goals.   The senior client service associate is a critical part of the Mariner... 
Suggested
Full time

Mariner

Danville, CA
2 days ago
 ...Job Description Job Description We are seeking a Full Time Client Service Representative who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the... 
Full time
Local area
Flexible hours

Eagle Peak Solutions, Inc.

Martinez, CA
4 days ago
 ...clinicians means better care for everyone, so we offer ongoing professional training, lower nurse-to-patient ratios, and comprehensive...  ...people’s lives every day.     We are looking for a Client Service Representative to join our team. This position will directly... 
Holiday work
Full time
Local area
 ...special meetings or events. JOB SUMMARY Provides customer service and support for Winebow's Customers, Sales Representatives and...  ...with product and delivery inquiries. Provides customer service to clients striving for the highest level of customer satisfaction and... 
Full time
Remote job

Winebow Winebow

Benicia, CA
28 days ago
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and...  ...to support the needs of our wellness plan clients. Provide professional, efficient and exceptional service at all times. This includes... 
Shift work

Banfield Pet Hospital

Danville, CA
a month ago
 ..., executive recruiters and specialized professionals. We bring an average of 10 years of experience...  ...understanding of the industry, helping clients identify, evaluate and deliver the...  ..., it’s better.  Director of Client Services Role Summary:   In this role, you... 
Holiday work
Temporary work
Interim role
Local area

Century Group

Walnut Creek, CA
more than 2 months ago