- BlackRock (San Francisco, CA)
- …and the enhancement of the client experience. **Role Responsibility** In the role of Client Service Officer (CSO) you will be a dedicated member of the ... purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a...best of BlackRock to clients and provide a differentiated client experience. ** Client Service Officer… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …firm supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment ... operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients....remote or hybrid from our San Francisco office. Senior Client Service Associate $90,000-$110,000 base… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a full-time ... 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 ... or TD Ameritrade is a plus + Personable, polished, and committed to exceptional client service + Highly organized, detail-oriented, and able to manage multiple… more
- Robert Half Finance & Accounting (San Jose, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Wealth Management Firm. This is a full-time ... and a supportive, team-oriented environment. Responsibilities: + Providing excellent service to clients. + Helping out in client... service to clients. + Helping out in client meetings. + Keeping up-to-date with client … more
- Wells Fargo (Palo Alto, CA)
- …Brokerage client support experience + Administrative support experience in financial services + Experience interacting directly with customers + Intermediate ... **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm is ... families on tailored wealth strategy, portfolio management, and family office services . You'll join a collaborative, low‑turnover team with real growth potential,… more
- JPMorgan Chase (San Francisco, CA)
- …This is a unique opportunity to join a leading commercial real estate lender as a Client Associate on our sales team. The Commercial Term Lending (CTL) Group is ... entrepreneurial spirit and offers exceptional professional development. As a Client Associate , you will be motivated to...experience within a commercial real estate firm or other financial services area, a solid understanding of… more
- JPMorgan Chase (San Francisco, CA)
- … service and make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors ... Unlock your potential as a Client Associate at JP Morgan Advisors,...that values strong relationships and exceptional client service will directly impact our clients' financial … more
- HUB International (Newport Beach, CA)
- …and building success by developing relationships with others **POSITION SUMMARY:** In the ** Client Service Associate ** role, the successful candidate thrives ... future that combines a diverse, challenging work environment with financial security and career satisfaction We are the perfect...**FACTORS FOR SUCCESS:** + 1 year of related customer service experience and/or training in health care or benefits… more