- ADP (La Palma, CA)
- ADP is hiring customer service professionals for their ** Associate Client Support Consultants** positions. Hybrid position, Monday thru Friday work week. ... a company that values inclusion. **To learn more about Client Services at ADP** , watch here:..._Responsibilities_ **What you can expect on a typical day:** ** Client Support .** You will help our clients… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …partnering with a boutique RIA in Walnut Creek that is actively hiring a Client Service Associate to support their growing client base and advisory ... Description Client Service Associate Walnut Creek,...1-3+ years of experience in a client service or operations role within a financial services … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, ... Description Senior Client Service Associate $90,000-$110,000...calls, tax document tracking, and alt investment subscriptions + Support philanthropic entities and family office operations with precision… 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...to client inquiries regarding financial products and services . + Support client onboarding… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Overview: A boutique financial advisory firm is seeking a Client Service Associate to join its close-knit, client -focused team. With a strong ... and values continuous learning and growth. Position Summary: The Client Service Associate will play... client inquiries across a range of financial services + Support client onboarding… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- Description Client Associate - Family Office San Francisco (Steps from Montgomery BART) | Hybrid $100,000-$130,000 base (DOE) + Bonus An established multi-family ... office based in San Francisco is seeking a Client Associate to serve as a key...with firm leadership to execute custom strategies. You'll lead client service initiatives, manage complex planning workflows,… 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...of all client issues. + Provide integral support for client service teams… 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
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …the quality of our work. The Opportunity They are looking for a proactive and detail-oriented Client Service Associate to join our growing team. This role is ... account updates, beneficiary changes, wire transfers, and rollovers + Support client onboarding and ensure a smooth,...+ Bachelor's degree + 2+ years of experience in client service , preferably in financial services… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Overview: A boutique wealth management firm is seeking a Client Service Associate to join its growing team. With a strong foundation built on ... with beneficiary updates, wire transfers, and rollover requests + Support client onboarding and ensure a smooth,...+ Minimum of 2 years of client service experience, preferably in financial services or… more