- 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 ... at roberthalf) for immediate consideration and additional info. Our client is recruiting for a Client Service...info. Our client is recruiting for a Client Service Associate at a growing, client -focused… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …ongoing account maintenance including money movements, distributions, and alerts. + Support client onboarding and education, including online access and account ... trusted relationships? A values-driven financial advisory firm is seeking a Client Services Associate to join its collaborative and mission-focused team. This… more
- Mizuho Corporate Bank (Los Angeles, CA)
- …staff members to maintain department productivity standards. + Provide support related to client onboarding and maintenance. + Coordinate with the related to ... Job Summary The Client Relationship Specialist (Bilingual Korean - English) plays...bank's relationship management efforts by processing a variety of client 's financial transactions, ensuring accurate documentation, maintaining client… more
- JPMorgan Chase (Palo Alto, CA)
- …in our clients' lives and the wider community. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients by ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll...firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …world's most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding , subscriptions/redemptions, money movement, and reporting ... Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm is… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …in this environment. Key Responsibilities + Own the end-to-end client experience across onboarding , investment subscriptions/redemptions, money movements, ... A boutique, San Francisco-based wealth advisory firm is seeking a highly capable Client Service Associate to join its growing team. This firm specializes in building… more
- Citigroup (San Francisco, CA)
- …of own team and other closely related teams. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class Investments ... client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Client Service Associate will own critical aspects of the client experience-handling investment onboarding , wire processing, alternative investment ... growth mindset, maturity, intellectual curiosity, and team orientation. Key Responsibilities Client Experience & Operations + Manage end-to-end onboarding of… more
- TELUS Agriculture & Consumer Goods (CA)
- …documentation and thoughtful delivery + 3+ years of experience supporting SaaS delivery, client onboarding , or business process design + A collaborative mindset ... technology delivery in a dynamic environment. Here's how + Assist with solution onboarding and environment configuration based on client needs and data structure… more
- Kyndryl (Sacramento, CA)
- …environment** is a plus. **Important Notes:** + As part of our client 's onboarding requirements, successful candidates must pass a pre-employment drug ... and proactive **Deskside Support Site Focal** to join our client 's onsite IT support team. This role is ideal...for onsite technicians, leading by influence and ensuring smooth onboarding and training. **Key Responsibilities:** + Act as the… more