- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Opportunity: Senior Client Service Associate - Multi-Family Office A prestigious, forward-thinking multi-family office based in San Francisco is ... seeking a Senior Client Service Associate to join its growing team. This... Service team + Partner with investment teams on portfolio construction and cash deployment strategies + Contribute to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Posting: Senior Client Service Associate- Multi-Family Office A prestigious and forward-thinking multi-family office headquartered in San Francisco ... is seeking a highly motivated Senior Client Service Associate to join its growing team. This... Service team. + Partner with investment teams on portfolio creation and cash deployment strategies. + Contribute to… more
- CIBC (San Francisco, CA)
- …(https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Family Office Client Service Manager, you will provide customized support to ... support Family Office Executives and Senior Relationship Managers in providing exceptional client service. _At CIBC we enable the work environment most optimal for… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …office headquartered in San Francisco is seeking a highly motivated and Sr. Client Service Associate to join its team. This firm specializes in serving ... organization fosters a collaborative and innovative culture, emphasizing long-term client relationships, professional excellence, and continuous learning. Technology plays… 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 service-oriented ... a collaborative, high-integrity environment and is passionate about delivering exceptional client experiences. Position Overview The Client Services Associate… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- Description Client Associate - Family Office San Francisco (Steps from Montgomery BART) | Hybrid $100,000-$130,000 base (DOE) + Bonus An established multi-family ... office based in San Francisco is seeking a Client Associate to serve as a key relationship manager...Responsibilities: + Act as the day-to-day contact for a portfolio of UHNW clients + Execute requests promptly and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Associate Walnut Creek, CA | In-Office Preferred (Hybrid Flex) $70,000 - $90,000 DOE + Full Benefits + Career Growth Join a new and ... growing wealth management firm focused on building long-term client relationships and an exceptional team culture. Jennifer Fukumae...+ Proficiency in Microsoft Office; experience with CRM or portfolio reporting software is a plus + Eagerness to… more
- NTT America, Inc. (Sacramento, CA)
- …where you can grow, belong and thrive. **Your day at NTT DATA** The Manager, Client Success ensures that the Client Success Management strategy is achieved by ... leading a team of Client Success Specialists responsible for service delivery, lifecycle account...for the overall renewals target for their assigned account portfolio . **What you'll be doing** **ESSENTIAL DUTIES & RESPONSIBILITIES**… more
- Cognizant (Sunnyvale, CA)
- **About the Role** We are seeking a seasoned Client Relationship Manager (CRM) to join our communications, media, and technology (CMT) team supporting a key high ... tech client . In this role, you support the ...P&L. + Experience supporting technology clients with a diverse portfolio of IT services. + Experience leading diverse teams,… more
- Norstella (Sacramento, CA)
- Senior Client Success Manager Company: Citeline Location: Remote, United States Date Posted: Aug 6, 2025 Employment Type: Full Time Job ID: R-1380 **Description** ... to smooth access from Pipeline to Patient. **The Role:** Client Success is a Global team, with approx. 70...for the renewal & retention of business within your portfolio . + Monitor and drive improvement in the health… more