- Robert Half Finance & Accounting (San Francisco, CA)
- …please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Job Title: Senior Client Service Associate - SF! Location: San Francisco; Hybrid ... timely and precise execution across a range of requests + Collaborate with senior leadership to implement client -specific strategies and contribute to firm-wide… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively...the ability to listen to customer needs and recommend solutions + Ability to prioritize work, meet deadlines, achieve… more
- CIBC (San Francisco, CA)
- …about 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 ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we...simple to bring together great minds to create innovative solutions that make a difference for our clients. +… more
- Wells Fargo (Palo Alto, CA)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... via telephone, direct interaction and/or written correspondence + Facilitate FA and client requests for account related information and/or quotes + Schedule and… 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 ... by a strong entrepreneurial spirit and offers exceptional professional development. As a Client Associate , you will be motivated to succeed and understand that… more
- JPMorgan Chase (Palo Alto, CA)
- … service and make your mark by delivering high-quality support and innovative financial solutions . As a Client Associate within the JPMorgan Advisors team, ... Unlock your potential as a Client Associate at JP Morgan Advisors,...opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships. With a commitment to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. ... world's most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting +… more
- Huron Consulting Group (CA)
- …technology solutions that deliver results and seamlessly align with client goals, visions and missions. Remarkably versatile, our Managers also spend significant ... related experience in a consulting role with Oracle Campus Solutions Financial Aid implementations + Experience as a functional...advice to deliver results that last. We inherit our client 's challenges as if they were our own. We… more
- AMA Group (El Segundo, CA)
- **Description** **Title:** Senior Associate (Design Project Manager) **Trade:** Electrical **Level:** 10-12 **Reports To:** Group Leader **Position Overview:** ... AMA Group is looking for an Electrical Senior Associate , Project Manager who will be...to small, providing technical leadership. This position will be client interfacing and responsible for all facets of product… more
- S&P Global (CA)
- …of post-trade valuations for their alternative investment positions. Senior Associate will use valuation techniques and technology-enabled solutions to ... and distressed spectra across the globe. **Responsibilities & Impact:** Senior Associate , Private Market Valuation will deliver...valuations + Working with management to build and maintain client relationships + Use AI tools to gather and… more
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