- Robert Half Finance & Accounting (San Francisco, CA)
- …Maintain accurate client records and support compliance efforts + Assist with client onboarding , transfers, and ongoing requests + Support the advisory team ... Description Client Service Associate Walnut Creek, CA | In-Office...contact for clients and play an integral role in onboarding , account maintenance, and ongoing service. You'll partner closely… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … Client Service Associate to deliver exceptional support across investment operations, client onboarding , and financial administration for a curated group of ... hybrid from our San Francisco office. What You'll Do: + Be the client 's operational quarterback-owning onboarding , money movement, and reporting workflows +… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …promptly to client inquiries regarding financial products and services. + Support client onboarding and ensure a smooth transition for new clients. + Process ... firm based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This...team prides itself on a people-first approach and a client base built almost entirely through referrals. Position Overview:… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …strong client relationships through responsive and thoughtful service + Manage client onboarding , account setup, and education on digital tools + Process ... 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 service-oriented… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …+ Assist clients with beneficiary updates, wire transfers, and rollover requests + Support client onboarding and ensure a smooth, welcoming experience + Process ... Overview: A boutique wealth management firm is seeking a Client Service Associate to join its growing team. With...to financial planning. The team serves a stable, referral-based client base and is committed to delivering exceptional service… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Respond to client inquiries across a range of financial services + Support client onboarding and ensure a smooth transition for new clients + Process account ... Overview: A boutique financial advisory firm is seeking a Client Service Associate to join its close-knit, client... Client Service Associate to join its close-knit, client -focused team. With a strong foundation built on over… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Assist with account updates, beneficiary changes, wire transfers, and rollovers + Support client onboarding and ensure a smooth, welcoming experience + Process ... emphasizing trust, long-term relationships, and exceptional service. The company's client base is stable and primarily referral-driven, reflecting the strength… more
- Mizuho Corporate Bank (Los Angeles, CA)
- …members to maintain department productivity standards + Provide support related to client onboarding and maintenance + Maintain confidentiality and adhere to ... Job Summary : The Senior Client Relationship Specialist plays a critical role in...bank's relationship management efforts by processing a variety of client 's financial transactions, ensuring accurate documentation, maintaining client… more
- Moonbug Entertainment (Los Angeles, CA)
- …informs business decisions and product roadmaps. + Refine and scale best-in-class client onboarding , engagement, and reporting processes. + Oversee the ... Thank you for considering the Senior Director, Client Success role with Moonbug Entertainment, an award-winning...is seeking a strategic and dynamic Senior Director of Client Success to lead our global client … more
- Robert Half Finance & Accounting (Mountain View, CA)
- …instructions) + Monitor daily custodian alerts and follow up as needed + Support client onboarding , account setup, and CRM updates + Help coordinate meetings and ... with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client -focused...a Client Service Associate at a growing, client -focused Registered Investment Advisor (RIA). This is a full-time… more