- CBRE (Stockton, CA)
- Client Services Specialist Job ID 233458 Posted 13-Aug-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Marketing, ... such as percentages, discounts, and commissions and conduct basic financial analysis. Must know how to abstract a lease....education, training, and experience. The minimum salary for the Client Services Specialist position is $33.66 per… 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 its growing...join its growing team. This firm delivers highly customized financial solutions to ultra-high-net-worth individuals and families, including investment… more
- CBRE (El Segundo, CA)
- Client Services Specialist Job ID 230239 Posted 23-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support Location(s) El ... such as percentages, discounts, and commissions and conduct basic financial analysis. Must know how to abstract a lease....education, training, and experience. The minimum salary for the Client Service Coordinator position is $65,000 annually… more
- Cushman & Wakefield (San Jose, CA)
- …for the Northern California market, including business development, business operations, financial management, client relations, and project operations. This ... Functional & Business Strategy, Leads Project Teams, Operates across multiple service lines and/or regions, Staff Management, Financial Accountability, Business… more
- Insight Global (Coronado, CA)
- …large federal client out of San Diego in a fast paced environment. This client is supporting a large financial transformation for the Department of the Navy. ... The client is supporting the migration of legacy ...factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Boutique RIA. This is a full-time permanent role ... email for additional info and immediate consideration. Requirements + 2+ years of client service experience, preferably in wealth management + Familiarity with… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …exceptional investment performance and continued client trust. The Role: The Client Service Associate will play a vital role in delivering a ... and process improvement initiatives Requirements Ideal Candidate: + 3+ years of experience in a client service or operations role within an RIA or financial … more
- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... client files and set up systems to assist Financial Consultant with regular follow up. Research and resolve...the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas,… more
- Burns & McDonnell (Brea, CA)
- …technical reports and presentations summarizing results of analysis. + Develops client presentations, engineering reviews, financial analysis, and contract ... on the big picture to effectively and efficiently provide services that meet client needs, while also...critical to project outcomes. + Willingness to learn new service offerings as client needs and the… more
- SMBC (Los Angeles, CA)
- …Work Experience: More than 2 years of comparable or relevant customer service experience, preferably in banking/ financial services industry. Education: ... 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit...SMBC Transactional Banking Department (TRBD) is looking for a Client Service Representative who will be responsible… more