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Client Services Consultant jobs in California

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CLIENT SERVICES OFFICER I

Act as a key liaison with clients: Conduct client service activities including handling client requests, completing transfers, assisting with wires, etc. Deliver and provide tier 1 support for basic cash management solutions (basi...

CompanyHeritage Bank Of Commerce
AddressLivermore, CA
CategoryInformation Technology
Job typeFull-Time
Date Posted a month ago See detail

Client Services Officer I

Heritage Bank Of Commerce

Livermore, CA

Act as a key liaison with clients: Conduct client service activities including handling client requests, completing transfers, assisting with wires, etc. Deliver and provide tier 1 support for basic cash management solutions (basi...

a month ago seen See more...

Client Service Specialist- AT&T

Clear Concepts Management

Vallejo, CA

Qualify leads by assessing their needs and interest level. Create and deliver compelling sales presentations to potential customers and tailor your presentations to address specific customer needs and concerns. Be able to effectiv...

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Operations Client Service, Senior Associate

State Street

Sacramento, CA

Not disclosed

Provide timely accurate management reporting and issue log maintenance, under moderate supervision. Research and resolve exceptions and issues. Escalate unresolved issues to management as required. Reconcile and resolve discrepanc...

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Associate, Client Services - Digital

Bully Pulpit International

San Francisco, CA

Client Deliverables. Participate in client engagements and start interfacing with clients; Manage limited client projects based on team needs and individual strengths; Work with team on client deliverables such as workplans, agend...

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Client Service Representative (CSR)

Berkeley Animal Hospital

Berkeley, CA

Uphold ethics and promote a culture that is positive and thoughtful. Minimum 1 year experience in a veterinary hospital. Passionate about veterinary medicine and animal well-being. Ability to give feedback to management and not pa...

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Client Services Provider - Part Time

Turning Point Of Central California

Oakhurst, CA

Provide supervision and monitoring of residents. Ensure that residents comply with schedules. Make written notes to document client behavior as per contract requirements for the program. Document rounds, counts, and inspections on...

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Client Services - Benefits Representative (Remote)

Ao:ail

Los Angeles, CA

Remote Work Advantage: Embrace the convenience of working from your preferred location with a schedule that suits your lifestyle. No Cost Leads: Eliminate the worry of lead generation expenses - we provide high quality leads to he...

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Client Service Analyst

Jpmorgan Chase & Co

Irvine, CA

$66,560 - $79,500 a year

Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles Develop long term client relationships Proactively work to determine service improvements and...

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Client Service Representative - Morning, Swing and Overnight

Western Veterinary Center

Agoura Hills, CA

$17.50 - $24.00 an hour

A Newly built 15,000sq ft hospital, outfitted with 5 surgical suites, 12 treatment tables, 12 exam rooms, a lecture hall and more! Growth opportunities in all veterinary specialties. Company perks, doggie daycare -bring your own p...

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Work From Home - Client Services Representative

Global Elite Texas

San Diego, CA

Our company has moved to 100% virtual, work-from-home positions. This position allows you to build your career around your life, rather than being forced to build your life around your career!We're looking for enthusiastic, self-d...

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Client Service Associate

Evolve Talent Partners

Redwood City, CA

Manage general office administration tasks, including supplies management and office space coordination. Professionally and courteously handle incoming phone calls and inquiries. Willingly undertake additional responsibilities to...

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Client Service Representative

Current Opportunities - Vetncare

Hercules, CA

Acting as client-patient advocate to ensure pet parent has received all pertinent information to the pet's healthcare. Checking in and greeting visitors, answering telephones, and guiding clients and their pets to exam rooms. Mana...

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Client Service Representative - $18+/Hour

Humane Vet Hospital

Spring Valley, CA

Salary: $18+Join Our Frontline Team in Shaping Veterinary CareYour Impact:- Serve as the first point of contact for our clients, setting the tone for an exceptional service experience.- Manage appointment scheduling, client inquir...

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Client Service Associate

Jackson Hewitt

Oakland, CA

Corporate discount program. Opportunities for advancement within the organization or as a tax pro. Tax preparation training. Continuing tax education. And More! Strong interpersonal and communication skills. Experience in a fast-p...

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Client Service Representative

Pierre Strand

Chula Vista, CA

Proactively identifying and engaging potential clients through various channels. Cultivating and nurturing strong relationships with existing clients. Mastering the understanding and presentation of our products and services to po...

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Client Services Representative II

Janus Of Santa Cruz

Santa Cruz, CA

Respond to client inquiries via phone, email, and chat in a timely and professional manner. Resolve client issues and complaints effectively and efficiently. Provide service information to clients. Collaborate with other departmen...

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Client Service Associate- Registered

Stifel

Carlsbad, CA

$44,000 - $55,000 a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

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Client Service Associate - Non Registered

Stifel, Nicolaus & Co., Inc.

Roseville, CA

$44,900 - $54,900 a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Support the daily administration of the FAs business by opening client accounts, preparing a...

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Client Service Specialist (Hybrid)

Nfp

San Rafael, CA

Develop and maintain strong relationships with clients, Advisors and other team members across the firm. Fulfill on-going client requests. Assist clients in a timely and accurate manner, striving to exceed client expectations. Com...

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Hiring Now- Entry Level Client Services

Clear Concepts Management

Novato, CA

Qualify leads by assessing their needs and interest level. Create and deliver compelling sales presentations to potential customers and tailor your presentations to address specific customer needs and concerns. Be able to effectiv...

a month ago seen See more...

Client Service Specialist - Small Commercial (Xpress)

Relation Insurance Inc

Santa Maria, CA

This role will be working alongside the Account Managers within the Relation Xpress division, which handles small accounts under $3k in revenue. Handles endorsements including entering on company websites, follows up on endorsemen...

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Financial Planning / Client Service Specialist

Shah & Associates / Ameriprise Financial

Chino Hills, CA

Provide client relationship support for existing high net worth professionals and small business owners. Learn to conduct financial analysis and review of each client specific situations to support the advisors for the client meet...

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Summer 2024 Intern - Baseball Marketing & Client Services

Wasserman

Los Angeles, CA

Support the Senior Director, Talent Marketing & Partnerships with various tasks. Conduct cold calls and marketing outreach as directed. Create excel spreadsheets and pitch decks to organize and conduct marketing outreach. Research...

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Hiring Now- Entry Level Client Services

Clear Concepts Management

Vallejo, CA

Qualify leads by assessing their needs and interest level. Create and deliver compelling sales presentations to potential customers and tailor your presentations to address specific customer needs and concerns. Be able to effectiv...

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Financial Service Consultant- (Teller)- Temporary

Sf Fire Credit Union

San Francisco, CA

We win together. We are of service to members above all else. We are authentic, transparent and honest. We challenge the conventional with creativity. We embrace diverse voices. Maintain the Credit Union's tradition of excellence...

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Client Service Representative | Post Production

Cut + Run

Santa Monica, CA

$17.50 - $20.00 an hour

Dental insurance. Flexible spending account. Health insurance. Paid time off. Vision insurance. Monday to Friday. Overtime. Customer service: 1 year (Preferred). Santa Monica, CA 90404: Relocate before starting work (Required)....

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AVP, Client Services Branch Manager

Eh National Bank

Beverly Hills, CA

$70,000 - $75,000 a year

Provides day to day supervision, on the job training, assigns tasks, and assists in problem resolution. Responds independently to the most complex issues and or conducts research to determine solutions for client transactions as r...

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Vice President, Investor Reporting & Client Services

Hackman Capital

Culver City, CA

Complimentary on-site valet Parking. Lunch ordered on-site 3x week. Well stocked pantry with "healthy" snacks. Regular social events/team building. 100% employer paid benefits for employee. Generous coverage for dependents. Genero...

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Representative, Client Services

Adeedo

Los Angeles, CA

$20 - $23 an hour

Receive high volume of inbound calls as well as make outbound calls to existing clients, booking appointments at a high conversion rate Able to quickly identify the clients request or concern and efficiently provide the most effe...

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Client Services Manager

Assure Pregnancy Clinic

Fontana, CA

$29 - $32 an hour

Conduct regular training seminars for potential volunteers. Interview all new potential volunteers and determine readiness for service. Ensure that all new volunteers are oriented with APC policies and procedures. Establish and ov...

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