- 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 full-time ... and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the...Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to… more
- Wells Fargo (Westlake Village, CA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Google (San Francisco, CA)
- …strategic goals in a fast-paced environment. + Excellent client service, relationship building, organizational, investigative, problem-solving, and influencing ... all shapes and sizes rely on Google's unparalleled advertising solutions to help them grow in today's dynamic marketing...with their most important goals. As an Account Manager Associate , you will be part of the Google Americas… more
- HUB International (Newport Beach, CA)
- …what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals ... and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier… more
- City National Bank (Los Angeles, CA)
- …situation. Actively engages in meaningful conversations with clients to ensure that solutions are suggested and or provided that meet the ongoing business and ... operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute on the concepts developed by the Relationship… more
- BlackRock (San Francisco, CA)
- **About this role** Job Description The Aladdin Client Transformation is responsible for the installation and deployment of Aladdin and related products and ... model is unique in the sense that we take full responsibility for the Client going live on our solution. It also means that we develop true partnerships… 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 ... world's most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting +… more
- BlackRock (San Francisco, CA)
- …The person will be a member of the Product Expert team within Aladdin Client Experience, focusing on one of the product areas listed above, and partnering closely ... resolve + Act as key liaison between the Aladdin Client Experience, Aladdin Client Engagement, Implementations, Product...inquiry trends using data and user feedback and implement solutions to improve + Identify function gaps and areas… more
- PNC (Stockton, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail organization, you will be based in ... service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty. + Supports customer loyalty and helps to grow customer… more
- Umpqua Bank (Roseville, CA)
- Client Solutions Manager Commercial Banking Roseville, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique ... to develop and grow new and existing commercial business relationships. The Client Solutions Manager (CSM) is a second, primarytouch-pointbetween Bank and… more