- 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...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...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 Senior Client Service Associate $90,000-$110,000 base + 15-30% discretionary bonus 100% Remote (Optional SF Office Access) Interested? Let's connect. ... Fukumae on LinkedIn to explore this role or other finance leadership opportunities in my network. Jennifer Fukumae is...of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support… 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...Requirements What You Bring + Bachelor's degree in Business, Finance , Accounting, Economics, or related field. + 3+ years… 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
- 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 ... and a client base built almost entirely through referrals. Position Overview: The Client Service Associate will serve as a key liaison between clients and… more
- JPMorgan Chase (San Francisco, CA)
- …This is a unique opportunity to join a leading commercial real estate lender as a Client Associate on our sales team. The Commercial Term Lending (CTL) Group is ... by a strong entrepreneurial spirit and offers exceptional professional development. As a Client Associate , you will be motivated to succeed and understand that… more
- Compass Group, North America (Culver City, CA)
- …recognized exemptions regarding vaccination status will be considered. **Job Summary** The Finance Manager supports the finance and operations teams throughout ... ownership for multiple accounts + Develop measurable goals/financial dashboards and client facing reporting + Recommend actions to improve financial performance +… more
- Raymond James Financial, Inc. (Dana Point, CA)
- …to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, ... merit and business needs. **Job Summary:** Start your career at the intersection of finance and public impact. As an Analyst in Municipal Public Finance , you'll… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Client Service Associate (CSA) Mountain View, CA - Onsite 4 days/week (5 days/week for first 3 months) $90,000-$110,000 base (DOE) + Discretionary ... that values excellence, precision, and long-term relationships. The Opportunity As a Client Service Associate , you'll be a trusted liaison between clients,… more