- Robert Half Finance & Accounting (San Francisco, CA)
- …personal CFOs) + Mentor new hires and serve as a technical resource within the Client Service team + Partner with investment teams on portfolio construction ... Description Job Opportunity: Senior Client Service Associate - Multi-Family Office...of clients, acting as a trusted advisor and strategic partner . You'll lead service delivery, mentor junior… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …personal CFOs). + Mentor new hires and serve as a technical resource within the Client Service team. + Partner with investment teams on portfolio creation ... Description Job Posting: Senior Client Service Associate- Multi-Family Office A prestigious and forward-thinking multi-family office headquartered in San… more
- Deloitte (Los Angeles, CA)
- …coordinating these pursuits with Deloitte cross-disciplinary teams. + Work closely with Deloitte's Lead Client Service Partner (LCSP) / Client Business ... within an account team framework (ie, working effectively with Lead Client Service Partners, Service Line/Industry leaders, practitioners and other business… more
- Ethos Veterinary Health (Concord, CA)
- …paid for any hours worked between 6pm - 6am About the Role: As a Veterinary Client Service Coordinator, you'll partner closely with our doctors to ensure ... Client Service Coordinator- Concord About Us:... Client Service Coordinator- Concord About Us: Our SAGE Concord...community. We are on the hunt for an experienced Client Service Coordinator to join our team!… more
- Ensono (Los Angeles, CA)
- … relationship map including key competitors and their client sponsors. + Partner with Service Delivery Team (SDM) team to analyze, prioritize & communicate ... contact at Ensono, responsible for the commercial relationship with the client and maximizing current service portfolio with the client by owning executive… more
- Maritz (San Francisco, CA)
- … contact point regarding operational issues, escalations, concerns and responses. Communicates any client or service partner inquiries which have the ... reports. Oversees t raining and o nboarding process. 30% Client and Partner Team Relations: Participates in...workload, and resolve challenges. Leads regular meetings with dedicated service partner teams (including but not limited… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and personal CFOs. + Mentor new hires and serve as a technical resource within the Client Service team. + Partner with investment teams on portfolio creation ... Description Senior Client Service Associate - Multi-Family Office A prestigious multi-family office headquartered in San Francisco is seeking a highly motivated… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …CRM systems and organize client documentation for intuitive team access. + Partner with senior client service leaders to drive strategic initiatives ... boutique, San Francisco-based wealth advisory firm is seeking a highly capable Client Service Associate to join its growing team. This firm specializes in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …approve performance and investment reports for accuracy. Workflow & Relationship Management + Partner closely with client service leadership to quarterback ... fast-growing Registered Investment Advisory (RIA) firm is seeking an exceptional Senior Client Service Associate to join its client service leadership… more
- FranklinCovey (CA)
- …and post-secondary schools and institutions. To learn more, visit franklincovey.com . **Title:** Client Partner (2879) **Payroll Title:** Client Partner ... in California **Work Location:** This territory is predicted to service the majority of Southern California with the exception...plus commissions* **Job Summary** The primary role of the Client Partner is to grow Leader In… more