- Robert Half Finance & Accounting (San Francisco, CA)
- …in a supportive, high-performance environment. Position Overview The Senior Client Service Associate will serve as a trusted advisor and primary point of ... Description Job Posting: Senior Client Service Associate - Multi-Family Office A prestigious...MS Dynamics or Salesforce preferred. + Experience with Schwab Advisor Center is a plus. Excited about this role?… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- Description Client Associate - Family Office San Francisco (Steps from Montgomery BART) | Hybrid $100,000-$130,000 base (DOE) + Bonus An established multi-family ... office based in San Francisco is seeking a Client Associate to serve as a key relationship manager and...to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and… more
- ADP (La Palma, CA)
- ADP is hiring an ** Associate Account Manager** . **This is not a sales position. This role focuses on servicing existing clients.** + _Are you ready_ _to join a_ ... to join a company with_ _award-winning_ _training_ _and_ _world-class service guidelines_ _to help you achieve success,_ _growth, and...own a book of business and become a trusted advisor and advocate to our clients? In this role,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …office headquartered in San Francisco is seeking a highly motivated and Sr. Client Service Associate to join its team. This firm specializes in serving ... contact for designated client relationships, ensuring timely and precise execution of service requests. This role requires a proactive problem solver who thrives in… more
- Elevance Health (Los Angeles, CA)
- **Consumer Service Associate ** **220 Virginia Avenue, Indianapolis, IN** **Location:** **Virtual:** This role enables associates to work virtually full-time, ... could happen after the first 6 months. The **Consumer Service Associate ** is responsible for assisting national...into appropriate programs and offerings. + Acts as trusted advisor and educator on health care related inquiries. +… 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 ... values excellence, precision, and long-term relationships. The Opportunity As a Client Service Associate , you'll be a trusted liaison between clients, advisors,… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). This is a ... team that values hard work, integrity, and strong client service . The firm offers a positive culture, low turnover,...for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors + Prepare and… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …and additional info. Our client is recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). This is a ... team that values hard work, integrity, and strong client service . The firm offers a positive culture, low turnover,...for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors + Prepare and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a full-time ... Proficiency in Microsoft Office; CRM experience (Salesforce/MS Dynamics) preferred + Schwab Advisor Center familiarity a plus Interested or even just curious? Reach… more
- Wells Fargo (Beverly Hills, CA)
- …. **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities ... **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas… more