- EverBank (Westlake Village, CA)
- …+ Provides support to financial center managers or relationship managers as important client service team member and serves as an advisor to the client 's ... Responsibilities and Duties** + Promotes the organization's banking financial services suitable for the client based on...and opening new accounts, with a focus on personalized service + Proven ability to acquire, retain, and deepen… more
- Bank of America (Walnut Creek, CA)
- …MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, ... professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive… more
- Bank of America (Newport Beach, CA)
- …and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities. **Specific ... cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching teams to deliver a modern, digital first… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and Accounting is partnering with a Wealth Management Firm seeking a full-time, experienced Client Service Specialist to join their growing team. This role is ... access updates, DocuSign preparation, etc.). + Coordinate with the Client Service team to prepare for ...as Schwab, Fidelity, or Pershing. + Experience with Orion Advisor Technology is a huge plus. + Strong interpersonal… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | RIA | San Francisco | Hybrid | $80-100k ... a client -focused environment. Responsibilities: + Provide day-to-day client service and support + Assist with...custodians like Schwab/TDA, Fidelity, Pershing + Familiarity with Orion Advisor Technology is a plus + Strong background in… more
- HUB International (Long Beach, CA)
- …insurance, paid time off, a generous 401k plan and more! **THE OPPORTUNITY:** The Client Service Director (CSD) is a critical leadership position in the ... advance mutual goals and long-term partnerships. + Provide Commercial Lines Insurance and Client Service thought leadership to the broader team, and also… more
- JPMorgan Chase (San Francisco, CA)
- …business to ensure a seamless experience for the client who has multiple products and services + Serve as a trusted advisor to the client in delivering ... Manager (BRM) Senior Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new business strategies focused on client… more
- Bank of America (San Francisco, CA)
- …PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, ... Operations staff. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | Hybrid ... investment management, financial planning, lending strategies, and tailored family office services , all while building lasting client relationships that span… more
- Cognizant (San Francisco, CA)
- …for the story, the structure of the deal, and pricing. + Be a trusted advisor to your client - you'll actively seek to establish relationships with key ... in the high tech space to join our team supporting Google, a key client , for our digital experience practice area, Cognizant Moment. **Note that prior experience… more