- CIBC (San Francisco, CA)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Family Office Client Service Manager, you will provide customized support ... and execution of client service agreements, in coordination with the CIBC Family Office Team. + Partner with the central CIBC Family Office and SEI Archway… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …a flexible, collaborative environment-fully remote or hybrid from our San Francisco office . Senior Client Service Associate $90,000-$110,000 base + 15-30% ... What You Bring: + 3-5+ years in UHNW client service (RIA, family office , private bank, etc.)...building and strategy sessions + Competitive benefits: 100% paid health/ dental /vision for employees, 401(k) match, paid parental leave +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Jennifer Fukumae is partnering with an established multi-family office based in San Francisco is seeking a Client Associate to serve as a key ... individuals and families. This firm is known for delivering white-glove service across wealth management, financial planning, lending strategy, and family … more
- The Millennium Group (El Segundo, CA)
- …years experience with Microsoft Office Software (Word, Excel, etc.).* Excellent customer service skills; must possess a "can do" attitude.* Excellent ... | Full Time | Eligible for PTO, Medical Insurance, Dental Insurance, Vision Insurance, 401k, and more! Responsibilities: *...Deliver within the buildings* Collect data for reports* Ensures Customer Service area is always staffed and… more
- 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 ... some of the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …at the intersection of wealth strategy, portfolio management, family office services, and financial operations. Unlike traditional multi-family offices, this ... Client Services Associate will support all operational aspects of client service , including onboarding, investment reporting, and financial administration. This role… more
- TEKsystems (San Diego, CA)
- …other duties as assigned Skills Customer service , Call center, Customer support, data entry, benefits verification, microsoft office , customer ... Note - Candidates from office location near San Diego please apply, as...30 days on assignment > pay rate increases Benefit Customer Service Representative - Non Bilingual The… more
- Nevada County (Nevada City, CA)
- …less than 5 years + 5 or more years 04 How would you describe your customer service experience? + None + My experience involves very little contact with ... Senior Office Assistant Print (https://www.governmentjobs.com/careers/mynevadacounty/jobs/newprint/5056107) Apply Senior Office Assistant Salary $47,451.60 -… more
- Ricoh Americas Corporation (Palo Alto, CA)
- …troubleshooting and escalate technical issues promptly for resolution. + Deliver exceptional customer service by addressing inquiries, coordinating service ... **Job Title: Legal Senior On-Site Service Specialist** **_This work location is at a...clients' experience through top-notch operations support in a legal office environment. You will engage with cutting-edge technology in… more
- Agiliti Health (Burbank, CA)
- ** Customer Service Representative I** **POSITION SUMMARY** Provides outstanding service to customers; resolves product or service problems; attracts new ... Location:** Burbank District **Additional Locations (if applicable):** **Job Title:** Customer Service Representative I **Company:** Agiliti **Location City:**… more