- Robert Half Finance & Accounting (Walnut Creek, CA)
- …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 for delivering ... the advisory space, the team prides itself on a people-first approach and a client base built almost entirely through referrals. Position Overview: The Client … more
- Robert Half Finance & Accounting (Mountain View, CA)
- …checks, ACHs, RMDs) and monitor custodian alerts + Maintain accurate records in CRM systems and support client meeting scheduling + Collaborate with advisors to ... 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 service-oriented… 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 over 15 ... personalized approach to financial planning. The team serves a stable, referral-based client base and is committed to delivering exceptional service and long-term… 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 a key role in...needs + Proficiency in Microsoft Office Suite and CRM systems (Salesforce preferred) + High attention to detail and… more
- EFI Global (Sacramento, CA)
- …engineering, fire investigation, and environmental loss? We're looking for a ** Client Services Manager** to spearhead our business development efforts and cultivate ... and have a proven track record of driving growth through technical expertise and client trust, we want to hear from you. Success in this role means being… 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 relationship manager...teams + Proficiency with Microsoft Office; familiarity with CRM systems (MS Dynamics or Salesforce) and Schwab Advisor Center… more
- Meta (Los Angeles, CA)
- …gain mastery of our products and combine it with an understanding of our client 's product/ systems to seamlessly switch between high-level and detailed views when ... **Summary:** Meta is seeking a customer centric and relationship-focused Client Partner with an appetite for strategic planning, operational rigor, and a track… more
- Acxiom (Sacramento, CA)
- The Client Partner serves as the primary post-sale point of contact for clients and responsible for their ongoing growth and satisfaction. Uses in-depth knowledge of ... the client 's industry, business operating model, and has deep knowledge...cutting-edge technologies, whether you're an engineer, developer, products guru, systems and security expert, sales and consulting executive, or… more
- Deloitte (Los Angeles, CA)
- Client Relationship Executive (State of California Local Government) - Relationship & Sales Excellence Are you driven by a passion for spearheading industry-leading ... relationships with clients across state and local government? If so, a career as a Client Relationship Executive could be the role of a lifetime for you. Deloitte is… more
- BlackRock (San Francisco, CA)
- …a responsibility to be the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse team of partners strengthens ... fastest growing areas, you will have the technical and client -facing skillset to work on the complete investment lifecycle...interest in technology and an aptitude for learning new systems + Emotional ownership, pride in what you do… more