- Robert Half Finance & Accounting (Mountain View, CA)
- …for immediate consideration and additional info. Our client is recruiting for a Client Service Associate at a growing, client -focused Registered ... collaborative, high-performing team that values hard work, integrity, and strong client service . The firm offers a positive culture, low turnover, and excellent… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate $90,000-$110,000 base + 15-30% discretionary bonus 100% Remote (Optional SF Office Access) Interested? Let's ... some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations,… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client -focused Registered ... collaborative, high-performing team that values hard work, integrity, and strong client service . The firm offers a positive culture, low turnover, and excellent… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description A boutique, San Francisco-based wealth advisory firm is seeking a highly capable Client Service Associate to join its growing team. This firm ... client documentation for intuitive team access. + Partner with senior client service leaders to drive strategic initiatives and client engagement. Work… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …personalized financial guidance and exceptional service . We're looking for a Client Service Associate who thrives in a relationship-driven environment ... What We're Looking For + Bachelor's degree and 2+ years in client service (wealth management preferred) + Experience with broker-dealer platforms (LPL strongly… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a full-time ... lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the primary point of… more
- Citigroup (Rolling Hills Estates, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. ... world's most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting +… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …finance, accounting, economics, or related field + 3+ years of experience in client service or operations within the financial services industry + Proficiency ... client -focused financial advisory firm is seeking a Client Services Associate to join its team.... care. Key Responsibilities + Build and maintain strong client relationships through responsive and thoughtful service … more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Finance, Accounting, Economics, or related field. + 3+ years of experience in client service or operations within the financial services industry. + Familiarity ... building trusted relationships? A values-driven financial advisory firm is seeking a Client Services Associate to join its collaborative and mission-focused… more