- 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
- JPMorgan Chase (Palo Alto, CA)
- …world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and ... to a team that values strong relationships and exceptional client service will directly impact our clients'...of products and applications including, but not limited to: Advisor Services , Wealth Planning & Advice, Goal… more
- S&P Global (San Francisco, CA)
- …relationships across client stakeholders and workflows, serving as a trusted advisor for solving client 's business challenges - Develop and execute on ... needs, making warm introductions as needed - Provide client feedback to inform product roadmap and service... client feedback to inform product roadmap and service improvements - Ensure alignment with CCO Strategy for… more
- CGI Technologies and Solutions, Inc. (San Francisco, CA)
- …a senior manager, you'll focus on business development and delivery of consulting services , managing a sub-P&L, client relationships, and team members to ensure ... clients, thrive in collaborative environments, and be motivated by delivering excellent services and ensuring client satisfaction. You will drive business… more
- Deloitte (San Francisco, CA)
- …services , and a track record of driving complex, outcome-focused sales? Deloitte Services LP is seeking a high-performing client relationship and solutions ... Capability Centers (GCCs) and strategic ecosystem partners. + Build and nurture executive-level client relationships, serving as a trusted advisor on BPaaS and… more