- Robert Half Finance & Accounting (Mountain View, CA)
- Description A client-focused financial advisory firm is seeking a Client Services Associate to join its team. This full-time role is ideal for a service-oriented ... passionate about delivering exceptional client experiences. Position Overview The Client Services Associate will serve as a key point of contact for clients,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Associate Walnut Creek, CA | In-Office Preferred (Hybrid Flex) $70,000 - $90,000 DOE + Full Benefits + Career Growth Join a new and ... Walnut Creek that is actively hiring a Client Service Associate to support their growing client base and advisory...and internal systems to ensure smooth and accurate client operations . This is a high-impact role with room to… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …relationships? A values-driven financial advisory firm is seeking a Client Services Associate to join its collaborative and mission-focused team. This is a unique ... What You Bring + Bachelor's degree in Business, Finance, Accounting , Economics, or related field. + 3+ years of...+ 3+ years of experience in client service or operations within the financial services industry. + Familiarity with… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …Overview: A privately held investment management firm is seeking a Financial Operations Associate or Manager to join its collaborative and high-performing ... the Chief Financial, Legal, and Compliance Officer, the Financial Operations Associate /Manager will play a key role...required + Minimum of 5 years of experience in accounting , operations , or administration (financial services preferred)… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations , client ... Description Senior Client Service Associate $90,000-$110,000 base + 15-30% discretionary bonus 100%...investment subscriptions + Support philanthropic entities and family office operations with precision + Liaise with custodians, advisors, and… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Client Service Associate (CSA) Mountain View, CA - Onsite 4 days/week (5 days/week for first 3 months) $90,000-$110,000 base (DOE) + Discretionary Bonus ... precision, and long-term relationships. The Opportunity As a Client Service Associate , you'll be a trusted liaison between clients, advisors, and custodians-ensuring… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Investment Advisory (RIA) firm is seeking an exceptional Senior Client Service Associate to join its client service leadership track. This firm partners exclusively ... spans wealth strategy, investment management, family office administration, and financial operations . Unlike typical multi-family offices, this firm does not scale… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm is redefining single‑family ... money movement, and reporting + Coordinate wires, funding requests, and daily operations + Support client‑run foundations and philanthropic initiatives + Track tax… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …San Francisco-based wealth advisory firm is seeking a highly capable Client Service Associate to join its growing team. This firm specializes in building and ... families. The firm integrates wealth strategy, investment management, financial operations , and family office services into a cohesive and customized… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). This is a ... Requirements + Bachelor's degree + 3+ years in client service or operations in wealth management (NO exceptions) + Proficiency in Microsoft Office; experience… more