- CIBC (San Francisco, CA)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions ... about resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … Service Associate will own critical aspects of the client experience -handling investment onboarding, wire processing, alternative investment subscriptions, ... growth mindset, maturity, intellectual curiosity, and team orientation. Key Responsibilities Client Experience & Operations + Manage end-to-end onboarding of… more
- JPMorgan Chase (San Francisco, CA)
- …continuously enhancing the client experience . As a Commercial Real Estate Client Associate within the Commercial Term Lending team, you will have the ... join a leading commercial real estate lender as a Client Associate on our sales team. The...role requires a minimum of 2 years of professional experience within a commercial real estate firm or other… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description A boutique wealth management firm based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This firm is known for ... base built almost entirely through referrals. Position Overview: The Client Service Associate will serve as a...Bachelor's degree required. + Minimum of 2 years of client service experience , preferably in financial services… more
- 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 ... delivering exceptional client experiences. Position Overview The Client Services Associate will serve as a...accounting, economics, or related field + 3+ years of experience in client service or operations within… more
- BlackRock (San Francisco, CA)
- **About this role** **Aladdin Client Transformations - Front Office** **What we do** BlackRock's business is investing on behalf of our clients, from large ... growing rapidly, with the volume and complexity of new client deals and strategic partnerships growing each year. We...looking for a candidate to join us in the Associate /VP role within the team's Front Office practice. **Your… more
- Robert Half Finance & Accounting (Mountain View, CA)
- … client records. + Proactively suggest ways to improve processes and client experience . + Assist with ad-hoc projects, including compliance, reporting, and ... Description Client Service Associate (CSA) Mountain View,...liaison between clients, advisors, and custodians-ensuring a seamless, white-glove experience at every interaction. This role is ideal for… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …excellence, and continuous learning. Technology plays a key role in enhancing the client experience and operational efficiency. Position Overview The Client ... San Francisco is seeking a highly motivated and Sr. Client Service Associate to join its team....Requirements Qualifications + Bachelor's degree with 6-8 years of experience in client -facing roles, preferably within family… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- Raymond James Financial, Inc. (San Diego, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...+ Provide a high level of customer service. **Education/Previous Experience ** + High School Diploma or equivalent and one… more