Jobs near Los Altos: 12,056

Relevance Score ranked on: CLIENT SERVICE

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client f...

Search Terms: Client Service, Associate, Registered, Client Support, Service

88.1

4.8mi

Updated: July 28

Private Wealth Management Senior Registered Client Service Associate

Menlo Park,

Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a c...

Search Terms: Client Service, Management, Associate, Registered, Senior

86.4

5.7mi

Updated: July 24

Private Wealth Management Client Service Associate

Menlo Park,

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindse...

Search Terms: Client Service, Management, Financial Advisor, Associate, Private

5.7mi

Updated: July 22

Client Service Coordinator

Redwood City

Welcome and assist clients and their pets with warmth and professionalism. Provide reassurance and clear communication during stressful situations. Schedule appointments and coordinate procedures. Manage and maintain the hospital calendar. Answer multi-line phones and respond to emails. Provide accur...

Search Terms: Client Service, Coordinator, Service, Animal Care, Retail

84.5

8.3mi

Updated: July 15

Registered Client Service Associate

Palo Alto,

Search Terms: Client Service, Associate, Registered, Client Support, Service

84.2

4.8mi

Updated: June 19

Registered Client Service Associate

San Jose

Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable law...

Search Terms: Client Service, Associate, Registered, Processing, Service

83.6

13mi

Updated: July 15

Client Service Coordinator

San Jose

Make money! Make a Difference! We offer a base salary and a consistent schedule that enables you to have an excellent work-life balance. We also provide an extensive training program on all our hair loss solutions. New management believes in the power of hair and how it makes people feel happy, secur...

Search Terms: Client Service, Coordinator, Service, Client, Retail

13mi

Updated: July 07

Banker Positions

Los Altos

Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today! Summary: Senior New Accounts/ CSR III:The position is required to be knowledg...

Search Terms: Banker, Customer Service, Customer Experience, Client Service, Client Relations

78.5

0mi

Updated: June 19

Business Development Associate

Palo Alto,

Business Development Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams on a daily basis. As key members of the service team, through regular interactions with clients, individuals in this role build trusted relatio...

Search Terms: Business Development, Associate, Development, Client Service, Wealth Advisor

76.4

4.8mi

Updated: July 02

Wealth Management Associate

Los Gatos,

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relatio...

Search Terms: Management, Associate, Client Service, Wealth, Wealth Advisor

76.2

16mi

Updated: June 30

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