- AON (Los Angeles, CA)
- …innovative and tailored solutions for our retail global clients. Aon's Global Client Network (AGCN) is comprised of dedicated teams of risk advisor's throughout ... develop strategies as part of the account team. + Identify and analyze client exposures and determine which markets to utilize, ensuring thorough evaluation of… more
- Coinbase (Sacramento, CA)
- …and alignment. Attendance is expected and fully supported. As a Specialist, Prime Client Services you'll join a high performing team of client servicing ... for Coinbase's institutional suite of products (Prime, Custody), providing premier client service and operations to our most valued institutional clients and… more
- BlackRock (San Francisco, CA)
- **About this role** **Role Title: Transition Strategist, Transition Client Solutions** Location: San Francisco or New York BlackRock is a world-class provider of ... approach to business development, project structuring, and the seamless delivery of client transition projects. You will be accountable for ensuring a high standard… more
- Charles Schwab (Sunnyvale, CA)
- …creative problem solving, helping us "challenge the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have ... this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom...you need to make a positive difference in the finance industry. We offer a competitive benefits package that… more
- Robert Half-Robert Half Corporate (San Francisco, CA)
- **JOB REQUISITION** Client Solutions Director (Robert Half Management Resources) **LOCATION** CA SAN FRANCISCO **JOB DESCRIPTION** **Robert Half** is looking for ... professionals to join our business development team. As a ** Client Solutions Director** in the **Management Resources** practice, you will focus on cultivating… more
- Charles Schwab (Newport Beach, CA)
- …creative problem solving, helping us "challenge the status quo" and transform the finance industry together._ As a Client Relationship Manager, (CRM), you play ... customer escalations, helping to deepen both internal and external client relationships, and acting as the Branch Manager in...you need to make a positive difference in the finance industry. We offer a competitive benefits package that… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, ... client onboarding, and financial administration for a curated group...Fukumae on LinkedIn to explore this role or other finance leadership opportunities in my network. What You'll Do:… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …culture emphasizes collaboration, customization, and long-term impact. Position Overview The Client Services Associate will support all operational aspects of ... client service, including onboarding, investment reporting, and financial administration....+ Proficient in Microsoft Office; bachelor's degree in business, finance , or related field. Excited about this role? We'd… more
- C&W Services (Burlingame, CA)
- **Job Title** Director, Client Services (Hard & Soft Services) **Job Description Summary** The Director, Client Services is responsible for the operations, ... for Operations & Maintenance. **Job Description** **Reporting Relationships** The Director, Client Services (Hard & Soft Services) reports to the Sr Director,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …partnering with an established multi-family office based in San Francisco is seeking a Client Associate to serve as a key relationship manager and trusted advisor to ... wealth management, financial planning, lending strategy, and family office services. Client Associate - Multi Family Office San Francisco (Steps from Montgomery… more