- 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 ... providers and internal teams to ensure seamless execution. + Support philanthropic operations for client -run foundations. + Review and approve investment… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …immediate consideration and additional info. Our client is recruiting for a Client Service Associate at a growing, client -focused Registered Investment ... additional info. Requirements + Bachelor's degree + 3+ years in client service or operations in wealth management (NO exceptions) + Proficiency in Microsoft… more
- City National Bank (Los Angeles, CA)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 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 Account Officer is positioned to proactively execute… 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 ... money movement, and reporting + Coordinate wires, funding requests, and daily operations + Support client ‑run foundations and philanthropic initiatives + Track… more
- Citigroup (Hermosa Beach, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... of attention to detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the fields of operations… more
- PNC (Walnut Creek, CA)
- …valued and have an opportunity to contribute to the company's success. As a(n) Client Experience Associate within PNC's retail organization, you will be based in ... sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate… more
- BlackRock (San Francisco, CA)
- …or electronic trading systems (EMS) + Investment Compliance + Post Trade Operations and Trade Booking workflows + Security Analytics - Securitized/Mortgages + Credit ... a member of the Product Expert team within Aladdin Client Experience, focusing on one of the product areas...resolve + Act as key liaison between the Aladdin Client Experience, Aladdin Client Engagement, Implementations, Product… more
- Educational Testing Service (Sacramento, CA)
- …and the English Language Proficiency Assessment for California (ELPAC). The Product Operations Associate directly contributes to product success. The position ... a variety of tasks supporting cycles of internal and client testing (User Acceptance Testing and Operational Trials) prior...systems releases each year. This role works with our operations team in support of the ongoing technology services… more