- Robert Half Finance & Accounting (San Jose, CA)
- …today and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Associate - Wealth Management We're looking for a motivated ... Client Service Associate to join...+ A supportive, education‑focused environment with continuous training and professional development Requirements Want to know more? Apply today… more
- Robert Half Finance & Accounting (San Jose, CA)
- …and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Associate - Wealth Management We're seeking a motivated Client ... role offers a unique opportunity to deepen your expertise in portfolio operations, client service , and investment technology while working alongside a highly… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and see whether this opportunity could be the perfect next step in your career. Senior Client Associate About the Role We're looking for a Senior Client ... + Serve as the primary point of contact for client service needs, ensuring prompt and accurate...options + A collaborative culture with clear opportunities for professional growth Requirements Want to learn more? Apply today… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and explore whether this role could be the ideal next step in your career. Senior Client Associate About the Role We're seeking a Senior Client Associate ... + Serve as the primary point of contact for client service needs, ensuring timely and accurate...options + A collaborative culture with clear pathways for professional growth Requirements Want to learn more? Apply today… more
- HUB International (Diamond Bar, CA)
- …and support our customer's needs and provide them with innovative insurance solutions. The Client Service Associate works collaboratively with the service ... benefits to help you reach your health, retirement, and professional goals. Our suite of benefits includes PPOs, HMO,...manage a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate . You will support an exclusive group of ... what matters most while excelling in their personal and professional pursuits. Founded by a former Morgan Stanley advisor...custodians and internal departments. Requirements + 3+ years of client service experience, ideally within a RIA… more
- HUB International (Los Angeles, CA)
- …customer's needs and provide them with innovative insurance solutions. The Personal Lines Client Service Associate is responsible for providing exceptional ... servicing to our current and new clients. + Provides professional , courteous service to our clients, carrier...EPIC as per established process and procedures (ie adding client shell, billing inquiries, etc.). + Performs other duties… more
- HUB International (Encino, CA)
- … service for Entertainment clients (small business) by maintaining client relationships, supporting client retention, maintaining strong carrier relationships ... benefits to help you reach your health, retirement, and professional goals. Our suite of benefits includes PPOs, HMO,...a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate - Multi-Gen Family Office San Francisco | Hybrid | $100-130K + Bonus Jennifer Fukumae with Robert Half is ... multi-family office in San Francisco to hire a Senior Client Service Associate . This is...with UHNW families and their advisors + A calm, professional presence and the judgment to handle sensitive information… more
- Bank of America (Irvine, CA)
- Wealth Management Client Associate (Part-time) Irvine, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more