- 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 and...and families. This firm is known for delivering white-glove service across wealth management, financial planning, lending strategy, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …multi-family office headquartered in San Francisco is seeking a highly motivated Senior Client Service Associate to join its growing team. This firm is known for ... who thrive in a supportive, high-performance environment. Position Overview The Senior Client Service Associate will serve as a trusted advisor and primary point… 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 ... a people-first mindset and values continuous learning and growth. Position Summary: The Client Service Associate will play a key role in supporting the firm's… more
- 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 ... and a client base built almost entirely through referrals. Position Overview: The Client Service Associate will serve as a key liaison between clients and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate $90,000-$110,000 base + 15-30% discretionary bonus 100% Remote (Optional SF Office Access) Interested? Let's connect. ... some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client… 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 service -oriented ... passionate about delivering exceptional client experiences. Position Overview The Client Services Associate will serve as a key point of contact for clients,… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Client Service Associate (CSA) Mountain View, CA - Onsite 4 days/week (5 days/week for first 3 months) $90,000-$110,000 base (DOE) + Discretionary ... values excellence, precision, and long-term relationships. The Opportunity As a Client Service Associate , you'll be a trusted liaison between clients, advisors,… 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 ... a stable, referral-based client base and is committed to delivering exceptional service and long-term financial guidance. This role is ideal for a detail-oriented… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …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 central to ... on a people-first philosophy, emphasizing trust, long-term relationships, and exceptional service . The company's client base is stable and primarily referral-driven,… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). ... collaborative, high-performing team that values hard work, integrity, and strong client service . The firm offers a positive culture, low turnover, and excellent… more