- Robert Half Finance & Accounting (Mountain View, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client -focused Registered ... collaborative, high-performing team that values hard work, integrity, and strong client service . The firm offers a positive culture, low turnover, and excellent… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description A boutique, San Francisco-based wealth advisory firm is seeking a highly capable Client Service Associate to join its growing team. This firm ... organize client documentation for intuitive team access. + Partner with senior client service leaders to drive strategic initiatives and client … more
- Robert Half Finance & Accounting (Mountain View, CA)
- …and building trusted relationships? A values-driven financial advisory firm is seeking a Client Services Associate to join its collaborative and ... Accounting, Economics, or related field. + 3+ years of experience in client service or operations within the financial services industry. + Familiarity… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …personalized financial guidance and exceptional service . We're looking for a Client Service Associate who thrives in a relationship-driven environment ... What We're Looking For + Bachelor's degree and 2+ years in client service (wealth management preferred) + Experience with broker-dealer platforms (LPL strongly… more
- Public Consulting Group (Sacramento, CA)
- …of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client Success ... improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG...This position may report to either a SBS COE Client Success Associate Director or a … more
- JPMorgan Chase (Oakland, CA)
- … in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a ... investment management, financial planning, lending strategies, and tailored family office services , all while building lasting client relationships that span… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …immediate consideration and additional info. Our client is recruiting for a Junior Client Services Associate at a growing wealth management firm. This ... Ameritrade is a plus + Personable, polished, and committed to exceptional client service + Highly organized, detail-oriented, and able to manage multiple tasks… more
- Citigroup (Rolling Hills Estates, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm ... families on tailored wealth strategy, portfolio management, and family office services . You'll join a collaborative, low‑turnover team with real growth potential,… more