- BlackRock (San Francisco, CA)
- …solutions they need when planning for their most important goals **.** **About Client Experience** Our mission within the Client Experience (CX) organization is ... becomes a source of alpha. We are organized across 4 key pillars: 1. ** Client Experience Delivery** , client -facing teams orchestrating all aspects of service… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate - Wealth Management A boutique wealth management firm is seeking a Client Service Associate to join its high-touch, ... through personalized financial advice and exceptional service. With a stable, referral-based client base and over 15 years of advisory experience, the team is… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate Location: Walnut Creek, CA | In-Office Preferred (Hybrid Flex) Compensation: $70,000 - $90,000 DOE + Full Benefits + Career ... RIA in Walnut Creek that is actively seeking a Client Service Associate to support its growing client...We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Client Service Associate - Wealth Management Are you passionate about delivering exceptional client service in the financial services industry? A ... well-established and rapidly growing investment advisory firm is seeking a Client Service Associate to join its dynamic team. This is an exciting opportunity for a… more
- WTW (Los Angeles, CA)
- …having the opportunity to deep dive within their respective business area. ** Client Advocacy Commercial Lines Overview** Colleagues in this role will support ... work with assigned external clients under the direction of senior colleagues. External client facing responsibilities expected to be up to 30% as skills develop. As… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Opportunity: Senior Client Service Associate - Multi-Family Office A prestigious, forward-thinking multi-family office based in San Francisco is ... seeking a Senior Client Service Associate to join its growing team. This...We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Posting: Senior Client Service Associate- Multi-Family Office A prestigious and forward-thinking multi-family office headquartered in San Francisco ... is seeking a highly motivated Senior Client Service Associate to join its growing team. This...We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Job Posting: Client Service Associate - Wealth Management A boutique wealth management firm located in the heart of Walnut Creek, CA, is seeking a ... dedicated and personable Client Service Associate to join its growing team. This...We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and… more
- CDM Smith (Concord, CA)
- …Unit:** NAU **Job Description:** CDM Smith has a new opportunity for an experienced Client Service Leader to lead client engagement and business development for ... who will help continue this tradition through both the management of existing client portfolios and the development of strategies to grow business with new clients.… more
- M&T Bank (Costa Mesa, CA)
- …business) and/or highly complex clients. Serves as point of contact for client regarding daily administration. Maintains daily contact with clients to address ... general inquiries and/or facilitate client requests. Processes all related transactions, including collecting critical documents, processing cash disbursements,… more