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Client Services Jobs in California

1000+ jobs

Encore, a Deluxe Entertainment Services Group company, has earned a reputation for providing high-quality service while remaining at the forefront of technological advances. The combination of award-winning engineering, cutting-edge technology, end-to-end file-based workflows and skilled artists is what makes Encore the facility of choice for color management, editing and visual effects needs. The...
About CBRE (NYSE: CBG): At CBRE, you are empowered to take your career path into your own hands. Enjoy workplace flexibility in a global organization with tremendous scale. Work in an inclusive and collaborative environment with supportive teammates. Come experience the employee advantage at CBRE. CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applic...
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Receptionist / Client Services Coordinator needed to manage reception area and client out reach for busy plaintiff law firm. Responsible for answering phones, greeting visitors, entering data in spreadsheets and databases, ordering office supplies and picking up/shipping mail. Strong organizational skills, must be able to prioritize assignments and work independently on projects. Social and verbal...
The Manager, Client Services will manage the activities of the client services group who provides full service retirement plan recordkeeping and client service support. Will manage all workflow activities of the account services staff as well as oversee and coordinate scheduling. S/he will train, develop and review the work of staff as well as resolve escalated issues while demonstrating a proact...
Role Summary: As one of our IRA Specialist, you will be the first point of contact for our clients in our Call Center. You must be able to answer questions about account opening, types of accounts, transferring accounts, required distributions and other topics regarding opening and maintaining retirement accounts. Essential Responsibilities: Provide professional and accurate support on all IRA ...
Role Summary: As one of our IRA Specialist, you will be the first point of contact for our clients in our Call Center. You must be able to answer questions about account opening, types of accounts, transferring accounts, required distributions and other topics regarding opening and maintaining retirement accounts. Essential Responsibilities: Provide professional and accurate support on all IRA ...
Client Services Manager CLAIM YOUR FUTURE AS A GREAT PERFORMER! Providing both satisfying and challenging work along with a highly professional and friendly work atmosphere, Sedgwick has a strong commitment to its colleagues and its clients. If you are seeking a place where you can do great things for those whose lives you touch while maximizing your own career possibilities, Sedgwick is the pla...
CLIENT SERVICES ASSOCIATE, AN ADMINISTRATIVE POSITION Pacific Ergonomics is a leading provider of ergonomic products and services. We are searching for an energetic associate who has a “can-do” attitude, is detail oriented with a focus on accuracy, and can deal effectively with any challenge that ends with happy internal and external customers. This is a critical role that is directly connected ...
Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk control consulting, and appraisal services to cl...
Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk control consulting, and appraisal services to cl...
Requisition Number: TREA-5433 Job Title: Treasury Management Client Services Representative Exempt/Non Exempt: Exempt Regular/Temporary: Regular Full Time/Part Time: Full Time Shift: Other Work Schedule: Monday - Friday, 10:00 - 7:00 Job Description: Serves as primary customer service contact for Treasury Management Services. Acts as liaison between clients and various Bank units to independen...
Requisition Number: PCS-5174 Job Title: Project Manager - Private Client Services Exempt/Non Exempt: Exempt Regular/Temporary: Regular Full Time/Part Time: Full Time Shift: Day Work Schedule: Monday - Friday, 8-5 Job Description: This role is fully responsible for implementation of all aspects of consumer credit/lending. There is an emphasis on processes, projects and a limited amount of progr...
My client, a top investment management firm in San Francisco, CA is seeking a qualified Client Services Associate to assist their wealth management team. The position will focus on working directly with clients with $25M or more in investable assets, executing and reconciling trades and other related transactional work. This position is salaried. There is a lot of opportunity for growth within the...
Job Description: We are currently looking for a rock star to be a Client Service Representative. As a key member of our team, this position serves as the first point of contact for our clients. Requirements include: *Technical savvy- ability to assist clients on multiple platforms including email, phone and chat *'Confident, self-motivated and patient * Easy going, but thick skinned and not a...
Client Services Assistant Do you have an interest in marketing and would like to help local businesses bring in more customers? The Press Democrat, a division of Sonoma Media Investments, is seeking a Client Services Assistant to join our sales team. . . We are looking for smart, friendly, team oriented and career driven candidates. This position will focus on processing advertising related materi...
Job Summary BDO’s Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge and choosing accountability. Our Core Values are the standards by which ...
Job Summary BDO’s Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge and choosing accountability. Our Core Values are the standards by which ...
Job Description Weichert Workforce Mobility is looking to hire a Client Service Director to support our business in Newport Beach, CA. The CSD is responsible for ensuring excellent client service delivery through operations management, account management, financial management, as well as team coaching and development. Job responsibilities include, but are not limited to, the following: Engages ...
OVERVIEW Provides superior customer service to Specialty Deposit Group clients and is responsible for all transactions relating to new and existing accounts in an accurate, courteous and efficient manner. Knowledgeably addresses client questions and concerns and identifies opportunities for cross-selling services and products, while also making appropriate referrals. JOB SCOPE AND RESPONSIBILITI...
Description: Great sales are the result of strong purpose, conviction and pride - pride in your ability and your product. UnitedHealth Group offers a portfolio of products that are greatly improving the life of others. Bring along your passion and do your life's best work.(sm) Primary Responsibilities: Manages the day-to-day client liaison relationship Manages the day-to-day internal operation...