- 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 ... is partnering with a boutique RIA in Walnut Creek that is actively hiring a Client Service Associate to support their growing client base and advisory… more
- 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 firm delivers highly customized financial solutions to ultra-high-net-worth… 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 firm is known for delivering bespoke financial… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Job Posting: Client Service Associate - Wealth Management A boutique wealth management firm located in the heart of Walnut Creek, CA, is seeking ... a dedicated and personable Client Service Associate to join its growing team. This firm is known for delivering highly personalized financial advice to a… more
- CIBC (San Francisco, CA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description A boutique wealth management firm based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This firm is known ... a client base built almost entirely through referrals. Position Overview: The Client Service Associate will serve as a key liaison between clients and… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Client Service Associate (CSA) Mountain View, CA - Onsite 4 days/week (5 days/week for first 3 months) $90,000-$110,000 base (DOE) + ... that values excellence, precision, and long-term relationships. The Opportunity As a Client Service Associate , you'll be a trusted liaison between clients,… more
- Raymond James Financial, Inc. (San Diego, CA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …multi-family office headquartered in San Francisco is seeking a highly motivated and Sr. Client Service Associate to join its team. This firm specializes ... and team members. Key Responsibilities + Act as the main liaison for client service requests across assigned relationships. + Execute client requests with… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… more