- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Associate Walnut Creek,...2-3 years of experience in a client service or operations role within a financial services ... is partnering with a boutique RIA in Walnut Creek that is actively hiring a Client Service Associate to support their growing client base and advisory… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Opportunity: Senior Client Service Associate - Multi-Family Office A prestigious, forward-thinking multi-family office based in San Francisco ... is seeking a Senior Client Service Associate to join...and tax planning, lending strategies, and comprehensive family office services . About the Firm Rooted in collaboration, innovation, and… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description A boutique wealth management firm based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This firm is known ... base built almost entirely through referrals. Position Overview: The Client Service Associate will serve...+ Minimum of 2 years of client service experience, preferably in financial services or… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description A client -focused financial advisory firm is seeking a Client Services Associate to join its team. This full-time role is ideal for a ... delivering exceptional client experiences. Position Overview The Client Services Associate will serve...+ 3+ years of experience in client service or operations within the financial services … more
- CIBC (San Francisco, CA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At...accommodating given priorities + Use of CRM and/or financial services platform for advisory business + Experience in working… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Client Service Associate (CSA) Mountain View, CA - Onsite 4 days/week (5 days/week for first 3 months) $90,000-$110,000 base (DOE) + ... that values excellence, precision, and long-term relationships. The Opportunity As a Client Service Associate , you'll be a trusted liaison between clients,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …multi-family office headquartered in San Francisco is seeking a highly motivated and Sr. Client Service Associate to join its team. This firm specializes ... client experience and operational efficiency. Position Overview The Client Services Manager will serve as a...Key Responsibilities + Act as the main liaison for client service requests across assigned relationships. +… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... at Raymond James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic inquiries and scheduling… more
- Raymond James Financial, Inc. (San Diego, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… 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