- 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...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)
- … Service Associate will own critical aspects of the client experience-handling investment onboarding , wire processing, alternative investment subscriptions, ... boutique, fast-growing Registered Investment Advisory (RIA) firm is seeking an exceptional Senior Client Service Associate to join its client service… more
- BlackRock (San Francisco, CA)
- **About this role** **Aladdin Client Transformations - Front Office** **What we do** BlackRock's business is investing on behalf of our clients, from large ... growing rapidly, with the volume and complexity of new client deals and strategic partnerships growing each year. We...looking for a candidate to join us in the Associate /VP role within the team's Front Office practice. **Your… 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...across a range of financial services. + Facilitate smooth onboarding for new clients and maintain strong, ongoing relationships… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … Service Associate to deliver exceptional support across investment operations, client onboarding , and financial administration for a curated group of ... Description Senior Client Service Associate $90,000-$110,000 base +...San Francisco office. What You'll Do: + Be the client 's operational quarterback-owning onboarding , money movement, and… 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 ... 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 delivering… 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… 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 ... excellence, precision, and long-term relationships. The Opportunity As a Client Service Associate , you'll be a trusted...onsite most of the week and fully engaged during onboarding . Why You'll Love It Here + Meaningful work… 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 ... and additional info. Our client is recruiting for a Client Service Associate at a growing, client -focused Registered Investment Advisor (RIA). This… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …delivering personalized financial guidance and exceptional service. We're looking for a Client Service Associate who thrives in a relationship-driven environment ... with over 15 years of advisory experience and a client base built almost entirely on referrals. We're a...wire transfers and rollovers to beneficiary updates. + Support onboarding and ensure a smooth, welcoming experience for new… more