- Robert Half Finance & Accounting (San Francisco, CA)
- …Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate . You will support an exclusive group of high-net-worth ... follow-up with custodians and internal departments. Requirements + 3+ years of client service experience , ideally within a RIA or wealth management firm. + … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | RIA | San Francisco | Hybrid | $80-100k ... is a prominent wealth management firm with a legacy of long-standing client relationships spanning generations and managing approximately $2 billion in assets, has… more
- JPMorgan Chase (Westminster, 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...package including base salary determined based on the role, experience , skill set and location. Those in eligible roles… more
- HUB International (Diamond Bar, CA)
- …support our customer's needs and provide them with innovative insurance solutions. The Client Service Associate works collaboratively with the service team to ... and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | Hybrid ... Espejo via email or LinkedIn. Requirements + Bachelor's degree + 4+ years in client -facing roles (family office or wealth management experience ONLY) + Strong… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate . This is an opportunity to join a firm that ... on internal projects, process improvements, and firm-wide priorities Requirements + Experience in client service within wealth management, investment advisory,… more
- Illumination Foundation (Stanton, CA)
- …County, Los Angeles County and the Inland Empire. Job Description: The Client Care Assoicate is responsible for addressing clients' immediate shelter needs, ... staff, and providing basic amenities as needed. Additionally, the associate will maintain the cleanliness and orderliness of the...role is Saturday - Wednesday, 11:30am to 8:00pm. Responsibilities: Client Care: + Assist with client intakes… more
- JPMorgan Chase (San Francisco, CA)
- …with catering partners and back-of-house staff; lead weekly BEO meetings + Survey client experience and recommend solutions based on feedback + Manage financials ... The JP Morgan Private Bank Client Center Team leads the operation of the...ensuring that guests and visitors have a first class experience from the time they enter to the time… more
- BlackRock (San Francisco, CA)
- …strongly preferred + A minimum of 2-4 years investment or asset management experience + Prefer relevant client facing and/or portfolio construction experience ... a fast-evolving market. It will require a strong combination of leadership, investment, and client interpersonal skills. **As a CMS Client PM, you will be… more
- City National Bank (Los Angeles, CA)
- …WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 4 years experience in client service, banking operations or relationship management support ... and operational needs. As the operational expert for the client , the Sr Account Officer is positioned to proactively...required. * Minimum 4 years experience in a banking or financial services environment required.… more