Client Services Jobs in Walnut Creek (CA)
Search jobs in
1 - 15 of 17
Search Results - Client Services Jobs in Walnut Creek (CA)
Robert HalfWalnut Creek (CA)
Overview
In this role you will lead the client service team within a growing independent wealth management firm, shaping service delivery and operational infrastructure. You partner with advisors, operations, and compliance to scale processes...
N Service AutoWalnut Creek (CA)
Qualifications
• Minimum 10 years of professional automotive repair experience with Asian vehicles.
• Extensive experience servicing Toyota, Lexus, Subaru, Mazda, Honda, Acura, Nissan, and Infiniti vehicles.
• Strong automotive diagnostic and troubleshooting...
BPMWalnut Creek (CA)
Overview
In this Tax Manager role within BPM’s Private Client Services, you advise high-net-worth individuals and families on complex tax matters to optimize efficiencies and preserve wealth. You will lead sophisticated compliance and consulting...
Walnut Creek (CA)icims.com
communications skills
• Self-motivated with the ability to work independently with multiple priorities
• Attention to detail, delivering quality work products, and excellent client service
This hybrid job operates between an office environment and a field...
Robert HalfWalnut Creek (CA)
collaboration across the team.
Responsibilities
• Serve as primary point of contact for clients on account/service questions
• Support onboarding, account maintenance, transfers, distributions, and servicing needs
• Provide day-to-day administrative and client...
BKFWalnut Creek (CA)workable.com
water resources, land development, government, and federal clients for over 110 years.
At BKF, you’ll find a unique opportunity to grow your career with intention. Our culture values professional autonomy, innovation, and meaningful collaboration across...
Robert HalfWalnut Creek (CA)
plans and recommendations, and help implement strategies. You’ll coordinate with Client Services, Operations, and Compliance to ensure timely, accurate execution while growing your own relationships. This role offers mentorship and a path toward...
KForceWalnut Creek (CA)
and technical guidance
• Identify opportunities to improve engagement efficiency and client service
• Support business development and firm initiatives
Key requirements
• Bachelor's or Master's degree in Accounting or related field
• CPA required
• 8+ years...
The Travelers Indemnity CompanyWalnut Creek (CA)
for insured clients while strengthening relationships with claim partners and internal teams. You will apply litigation skills, research, and persuasive writing to achieve optimal results. This position supports Travelers’ reputation for client service...
AprioWalnut Creek (CA)
teams to deliver exceptional client service
• Supervise engagement teams of varying sizes across a diverse client portfolio
• Develop talent through mentorship, training, and ongoing professional development
• Support business growth by fostering client...
Franklin TempletonWalnut Creek (CA)
paced environment
• Self-motivated and proactive with strong client service commitment
• Strong understanding of investment concepts, financial markets, and investment products
• Experience with wealth management technologies and web-based technologies...
HDRWalnut Creek (CA)
of content creation and management concepts
• Excellent client service, communication, and presentation skills
• Strong analytical and problem-solving abilities as a first-line technical support
• Client service orientation
• Clear communication...
Robert HalfWalnut Creek (CA)
items for a seamless experience
• Utilize the CRM to maintain client data and track activities
• Collaborate with Client Services, Operations, and Compliance to ensure accuracy and timely execution
• Participate in client meetings and progressively take...
Robert HalfWalnut Creek (CA)
track deadlines, and ensure timely case progression
• Collaborate with attorneys and staff to provide high-quality client service
Key requirements
• Bar admission status flexible (newly barred or experienced litigator)
• Experience or willingness...
Kemper CorporationWalnut Creek (CA)
and real-time training
• Network locally to recruit talent and generate business opportunities
• Drive territory growth by helping agents hit sales goals and deepen client relationships
• Monitor activity, provide performance feedback, and identify coaching...
12
Companies now hiring in Walnut Creek (CA):
More jobs – Customer Service in Walnut Creek (CA):
Client Services jobs in Walnut Creek (CA) – Similar offers:
Client Services jobs – More cities:
Broaden your job search:
Don’t miss out on new job openings!
Create a job alert for: Client Services, Walnut Creek (CA)
It's free, and you can cancel email updates at any time
12