- Robert Half Finance & Accounting (San Francisco, CA)
- …partner closely with advisors, custodians, and internal systems to ensure smooth and accurate client operations . This is a high-impact role with room to grow, ... Description Client Service Associate Walnut Creek, CA... records and support compliance efforts + Assist with client onboarding , transfers, and ongoing requests +… 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 ... software combines risk analytics with portfolio management, trading, compliance, and operations tools on a single platform to power informed decision-making,… 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, ... Investment Advisory (RIA) firm is seeking an exceptional Senior Client Service Associate to join its ...team orientation. Key Responsibilities Client Experience & Operations + Manage end-to-end onboarding of new… 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 ... 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 (Mountain View, CA)
- Description Client Service Associate (CSA) Mountain View,...Requirements What We're Looking For + 3+ years in client service or operations at an RIA ... 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)
- …strong client relationships through responsive and thoughtful service + Manage client onboarding , account setup, and education on digital tools + Process ... client -focused financial advisory firm is seeking a Client Services Associate to join its team....or related field + 3+ years of experience in client service or operations within the financial… 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, ...consideration. Requirements + Bachelor's degree + 3+ years in client service or operations in wealth management… more
- BlackRock (San Francisco, CA)
- …a responsibility to be the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse team of partners strengthens ... one of BlackRock's fastest growing areas, you will have the technical and client -facing skillset to work on the complete investment lifecycle - leveraging cutting… 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm ... world's most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding , subscriptions/redemptions, money movement, and reporting… more