- ADP (La Palma, CA)
- ADP is hiring customer service professionals for their ** Associate Client Support Consultants** positions. Hybrid position, Monday thru Friday work week. + ... YOU'LL DO:** _Responsibilities_ **What you can expect on a typical day:** ** Client Support .** You will help our clients manage their business using our… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Robert Half is partnering with a boutique RIA in Walnut Creek that is actively hiring a Client Service Associate to support their growing client base and ... Description Client Service Associate Walnut Creek, CA...ahead of client reviews + Maintain accurate client records and support compliance efforts +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client ... Description Senior Client Service Associate $90,000-$110,000 base +...calls, tax document tracking, and alt investment subscriptions + Support philanthropic entities and family office operations with precision… more
- The ODP Corporation (Emeryville, CA)
- …logistics activities, and prioritizing unparalleled client satisfaction. The Store Associate will support a customer-centric environment, engagement with the ... **Overview** As a Part Time Retail Store Associate at Office Depot, your part-time role is...complete documentation, utilize training tools and process inventory. + Client focused, positive and engaging, action oriented, demonstrates a… 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...clients' extended teams (eg, personal CFOs, attorneys, assistants) + Support new investment allocations, liquidity planning, and account structuring… 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 more ... to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to … more
- CIBC (San Francisco, CA)
- …Client Service Associate executes the more complex transactions required to support high net worth client portfolios, including researching client ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we...needs. Promptly research and bring about resolution of all client issues. + Provide integral support for… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Respond promptly to client inquiries regarding financial products and services. + Support client onboarding and ensure a smooth transition for new clients. + ... firm based in Walnut Creek, CA is seeking a Client Service Associate to join its growing...ensure timely resolution. + Uphold confidentiality and security of client information. + Provide administrative support including… more
- WTW (Los Angeles, CA)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client...others fulfill roles effectively + Strong project management skills: Support the CA in end-to-end oversight of large, complex,… more
- WTW (Los Angeles, CA)
- …business performance. Together, we unlock potential. Learn more at wtwco.com . The Associate Client Advocate (ACA) client -facing functions utilizing the ... Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client...others fulfill roles effectively + Strong project management skills: Support the CA in end-to-end oversight of large, complex,… more