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Senior Client Service Associate jobs in California

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SENIOR CLIENT DELIVERY MANAGER, ENTERPRISE CLOUD SERVICES, PALO ALTO

Develop a strategic engagement with your client to establish client focus on the core of the services delivered.. Continuously increase client trusted advisor relationship with executives and key stakeholders. Demonstrate accounta...

CompanySap
AddressPalo Alto, CA
CategoryInformation Technology
Job typeRegular Full Time
Date Posted 6 hours ago See detail

Senior Client Delivery Manager, Enterprise Cloud Services, Palo Alto New

Sap

Palo Alto, CA

Develop a strategic engagement with your client to establish client focus on the core of the services delivered.. Continuously increase client trusted advisor relationship with executives and key stakeholders. Demonstrate accounta...

6 hours ago seen See more...

Senior Registered Client Service Associate-Newport Beach, CA

Raymond James Financial, Inc.

Newport Beach, CA

$60.3K - $76.4K a year

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and...

3 weeks ago seen See more...

Client Service Operations, Senior Associate

State Street

Sacramento, CA

Not disclosed

Support the identification and resolution of work processing issues to streamline operations. Participate in task realignment activities including identification of work to be realigned, drafting procedures and providing training...

a month ago seen See more...

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...

a month ago seen See more...

Tax Senior Associate - PCS [Private Client Services]

Cohnreznick

Los Angeles, CA

$87.6K - $111K a year

Serve as the engagement lead on specific client accounts Take responsibility for pre-engagement planning, execution, and final deliverables Develop detailed engagement work plans Illustrate budgets and schedules Actively participa...

2 months ago seen See more...

Client Accounting Services Senior Associate

Weaver

Los Angeles, CA

$85,000 - $100,000 a year

Maintain client books and records, including bank and credit card reconciliations, invoicing, billing, treasury management, accounts payable, payroll processing, and expense reporting. Perform general ledger accounting and closing...

2 months ago seen See more...

Senior Tax Associate – Private Client Services

Andersen

Los Angeles, CA

$90,300 - $138,300 a year

Bachelors or Masters degree required;. Accounting, Finance, Economics or related degree preferred, minimum GPA of 3.0; Advanced credential preferred (i.e. CPA or JD); At least 3 years relevant work experience, preferably with an...

2 months ago seen See more...

Senior Tax Manager - Private Client Services

Andersen

Los Angeles, CA

$142,750 - $250,000 a year

Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.); Maintain communication...

2 weeks ago seen See more...

Client Service Associate

Cibc

San Francisco, CA

$57.5K - $72.8K a year

Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationshi...

3 weeks ago seen See more...

Client Service Associate

Edelman Financial Engines

Roseville, CA

$70.7K - $89.6K a year

Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork Supervise client account activity, researching and resolving issues Prepare and review all new ac...

3 weeks ago seen See more...

Chinese Business Services - Private Tax Senior Associate - Now Hiring

Pwc

Los Angeles, CA

Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...

2 weeks ago seen See more...

Client Service Associate / Executive Assistant (RH01)

Ameriprise Financial

San Diego, CA

$60,000 - $65,000 a year

401(k). 401(k) matching. Dental insurance. Health insurance. Paid time off. Professional development assistance. 8 hour shift. Monday to Friday. San Diego, CA 92130: Relocate before starting work (Required)....

3 weeks ago seen See more...

Client Service Associate

Morling Financial Advisors

Fremont, CA

$65,000 - $80,000 a year

Assist with all non-advisory questions and paperwork, including processing forms and applications for investment accounts and related forms for business transactions. Quality check and submit signed paperwork to custodian for proc...

3 weeks ago seen See more...

Client Service Associate

Lp Solutions Llc

Garden Grove, CA

$750 - $1,300 a week

We are a diverse and inclusive team that pushes ourselves and those around us to develop personally and professionally. We promote exclusively from within and do not outsource new management. We show employee appreciation by hosti...

3 weeks ago seen See more...

Registered Client Service Associate (Los Angeles,CA)

Oppenheimer & Co. Inc.

Los Angeles, CA

$55,000 - $65,000 a year

Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors. Quickly develop knowledge of a variety of forms and account procedures in order to assist clients. Learn t...

4 weeks ago seen See more...

IMS Alternative Asset Servicing, Senior Associate

State Street

Irvine, CA

Not disclosed

Supervise and oversee the activities of global Accounting Team. Timely and accurate processing of client and managerial requests for your business unit. Develop procedures to handle new business requirements and increase departmen...

3 weeks ago seen See more...

Client Accounting and Advisory Services (CAAS) Senior Manager

Ghj

Los Angeles, CA

$118K - $150K a year

Providing Client Accounting and Advisory Services for clients in various industries ranging in size from $5M to $100M. Projects might include but not be limited to financial accounting, cost accounting, financial projections, esta...

3 weeks ago seen See more...

Client Services Associate

Meier Law Firm

Newport Beach, CA

Serving as that warm point of contact for all who interact with our firm Pre-screening potential clients and getting them to schedule a planning session with intake Assisting our Client Services Manager with managing the client ex...

4 weeks ago seen See more...

Client Service Associate

Jackson Hewitt - 1176

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...

4 weeks ago seen See more...

Client Service Associate (Part-Time)

Dogpound

West Hollywood, CA

$35.4K - $44.8K a year

401(k). Employee discount. Opportunities for advancement. 4 hour shift. Monday to Friday. Weekends as needed....

4 weeks ago seen See more...

Senior Client Services Specialist (100% Remote - Anywhere USA)

Dentalxchange

Irvine, CA

$20 - $22 an hour

Answer incoming calls and chats from clients to address their issues promptly and document each phone call in the Approver ticketing system. Effectively troubleshoot and manage support issues. Document each phone call in the ticke...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

Client Service Associate

Jpmorgan Chase & Co

Irvine, CA

$66,560 - $87,500 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...

a month ago seen See more...

Client Service Associate

Bakeravenue

San Francisco, CA

$55,000 - $65,000 a year

Strategically partner with the Wealth Advisory team, Operations team, and other team members to deliver our clients an impeccable experience. Responsible for the account establishment process by preparing, opening and processing n...

2 months ago seen See more...

Client Service Associate- Thousand Oaks, CA

Forum Financial Management

Thousand Oaks, CA

$42.9K - $54.3K a year

Deliver exceptional Client Service and provide operational and administrative support to the firms financial advisory team Facilitate various transactions and complete necessary paperwork on behalf of clients, including but not l...

2 months ago seen See more...

Senior Client Associate

Rockefeller Capital Management

Mountain View, CA

$80,000 - $90,000 a year

Handle operational aspects of client accounts including reporting on account holdings, investment performance, posting daily cash activity, updating the investment database and entering trade instructions. Proof and assemble clien...

2 months ago seen See more...

Accounts Payable-Client Service Associate

Plumb

La Jolla, CA

$20.00 - $22.50 an hour

Client Service: You thrive on taking responsibility for your clients bill pay and reporting needs. You enjoy supporting your clients and teammates: no task is too small for you.Analyze invoices for accuracy and eligibility for pa...

2 months ago seen See more...

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The top companies hiring now for Senior Client Service Associate jobs are GreenSlate, Kayne Anderson Rudnick,

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