- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist - Wealth Management $80-90K + Bonus + 6% 401(k) Match | San Francisco (Hybrid) Jennifer Fukumae with Robert Half Finance & ... is partnering with a long-established, boutique wealth management firm to hire a Client Service Specialist. This team supports ~700 client families with highly… more
- Bank of America (Sacramento, CA)
- Advisor Development Program Client Associate Sacramento, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... Client - Associate \_25047602) **Job Description:** **Advisor Development Program Client Associate ** Merrill Wealth Management is a leading… more
- WTW (San Francisco, CA)
- …Together, we unlock potential. Learn more at **wtwco.com** . **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the ... development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client...(GSD) + Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations + Gather… more
- Citizens (San Francisco, CA)
- …are looking for added support to help us continue exceeding expectations. As a Registered Client Associate on this team, you will play a pivotal role in ... transactions + Collaborate with internal teams such as Compliance, Operations , and Finance to resolve client issues and enhance client satisfaction + Conduct… more
- IBM (San Francisco, CA)
- …our AskHR HR transformation, which we call our "HR Client Zero Story". As the HR Client Zero COC Associate , you will tell the HR Client Zero story to ... the client is ready * Understand the client 's HR and technology strategy and operations ...the client 's HR and technology strategy and operations through benchmarks, interviews, and formulating solutions that will… more
- Zions Bancorporation (San Diego, CA)
- … Client Satisfaction" in Small Business & Middle Market Excellence Awards. The ** Client Service Associate Lead** leads the daily activities of client ... clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate . You will support an exclusive group of high-net-worth ... clients and prospects. You'll play a critical role in relationship management, operations , client communication, and day-to-day advisory support. What You'll Do… more
- City National Bank (Los Angeles, CA)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 4 years experience in client service, banking operations or relationship management support required. * ... contact person providing proactive and consultative support to resolve operations issues that may from time to time arise....and operational needs. As the operational expert for the client , the Sr Account Officer is positioned to proactively… more
- JPMorgan Chase (San Francisco, CA)
- … Center Analyst in the Private Bank you will assist in leading the day-to-day operations of the Client Center. You will work in a complex, team-oriented, and ... The JP Morgan Private Bank Client Center Team leads the operation of the...operations teams. Your role will involve managing the Client Center reservation books, overseeing daily meetings and events,… more
- BlackRock (San Francisco, CA)
- **About this role** **Job Description - Client Success Manager** Aladdin is BlackRock's central technology platform that connects the key functions of investment ... into one integrated system. From portfolio management and trading to compliance, operations , and risk oversight, Aladdin brings together people, processes, and data… more