- Robert Half Finance & Accounting (Walnut Creek, CA)
- …delivering personalized financial guidance and exceptional service. We're looking for a Client Service Associate who thrives in a relationship-driven environment ... with over 15 years of advisory experience and a client base built almost entirely on referrals. We're a...What You'll Do + Be the go-to contact for client requests, from wire transfers and rollovers to beneficiary… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client -focused Registered ... high-performing team that values hard work, integrity, and strong client service. The firm offers a positive culture, low...contact for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors + Prepare… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …building trusted relationships? A values-driven financial advisory firm is seeking a Client Services Associate to join its collaborative and mission-focused ... opportunity to be part of a company that prioritizes client well-being, simplifies the complex, and strives to make...in people's lives. Why You'll Love This Role + Client -Centered Culture: Every action is guided by the belief… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …A boutique, San Francisco-based wealth advisory firm is seeking a highly capable Client Service Associate to join its growing team. This firm specializes ... team in delivering a best-in-class service model to an exclusive client base. The ideal candidate will be entrepreneurial, growth-minded, experienced, curious,… more
- JPMorgan Chase (Oakland, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked ... with delivering exceptional client service, operational marketing, and administrative support to our...service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management… more
- Public Consulting Group (Sacramento, CA)
- …deliver and expand PCG services. This position may report to either a SBS COE Client Success Associate Director or a Client Success Lead. The position ... health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the... Success Partners (CSP) are key members of the Client Success Team within the School Based Services (SBS)… 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 ... lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the primary point of… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …immediate consideration and additional info. Our client is recruiting for a Junior Client Services Associate at a growing wealth management firm. This is a ... retention and consistent growth. Responsibilities + Schedule and coordinate client meetings + Maintain and improve admin processes; update...calls; manage follow-ups + Send cards, gifts, and other client touches + Help organize team events and … more
- Citigroup (Rolling Hills Estates, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... of attention to detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the fields of operations and… more
- PNC (Jackson, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail organization, you will be based in ... service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty. + Supports customer loyalty and helps to grow customer… more