- 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 ... Description Overview: A boutique wealth management firm is seeking a Client Service Associate to join its growing team. With a strong foundation built on over 15… 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 ... work. The Opportunity They are looking for a proactive and detail-oriented Client Service Associate to join our growing team. This role is central to maintaining… 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
- 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 ... Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client -focused Registered Investment Advisor (RIA).… 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 is… 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 ... in this environment. Key Responsibilities + Own the end-to-end client experience across onboarding , investment subscriptions/redemptions, money movements,… more
- JPMorgan Chase (Palo Alto, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,...and the wider community. **Job responsibilities:** + Own the client onboarding and account maintenance for new… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …about delivering exceptional client service in a people-first environment? As a Client Service Associate , you'll be the primary point of contact for a ... management with operational expertise. You'll support financial advisors, manage client requests, and ensure smooth execution of account-related tasks-all while… 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