- BMO Financial Group (Sacramento, CA)
- …years within Wealth Management, Family Office, RIA Firms with past operations or support knowledge.** Gathers and analyzes investment performance data, communicates ... results to clients, pension consultants, and management. Verifies fund result accuracy, monitors trends, and reviews and recommends benchmarks and/or peer groups for evaluating investment performance. + Supports the execution of strategic initiatives in… more
- 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...Description Client Service Associate Walnut Creek, CA | In-Office Preferred (Hybrid...You Bring + 1-3+ years of experience in a client service or operations role within a… more
- Hensel Phelps (San Diego, CA)
- …matter experts of building systems, envelopes, campus, and client operations . **Position Description:** The Facility Solutions Associate II role focuses ... processes and completing deliverables associated with facility services and operations . They will have advanced involvement with drawings, specifications and… more
- WTW (Los Angeles, CA)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client...(GSD) + Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations + Gather… more
- WTW (Los Angeles, CA)
- …business performance. Together, we unlock potential. Learn more at wtwco.com . The Associate Client Advocate (ACA) client -facing functions utilizing the ... Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client...(GSD) + Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations + Gather… 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)
- …boutique, fast-growing Registered Investment Advisory (RIA) firm is seeking an exceptional Senior Client Service Associate to join its client service ... for some of the most sophisticated clients in the world. The Role The Senior Client Service Associate will own critical aspects of the client … 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 liaison between clients, advisors, and… more
- Robert Half Finance & Accounting (Mountain View, CA)
- 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 ... delivering exceptional client experiences. Position Overview The Client Services Associate will serve as a...or related field + 3+ years of experience in client service or operations within the financial… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations , client ... Description Senior Client Service Associate $90,000-$110,000 base +...investment subscriptions + Support philanthropic entities and family office operations with precision + Liaise with custodians, advisors, and… more