- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Opportunity: Senior Client Service Associate - Multi-Family Office A prestigious, forward-thinking multi-family office based in San Francisco is ... seeking a Senior Client Service Associate to join its growing...hires and serve as a technical resource within the Client Service team + Partner with investment … more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Posting: Senior Client Service Associate - Multi-Family Office A prestigious and forward-thinking multi-family office headquartered in San ... Francisco is seeking a highly motivated Senior Client Service Associate to join its growing...hires and serve as a technical resource within the Client Service team. + Partner with investment … more
- Robert Half Finance & Accounting (San Francisco, CA)
- … Services Associate will support all operational aspects of client service, including onboarding, investment reporting, and financial administration. This ... with a limited number of ultra-wealthy clients, offering direct investment access, proprietary after-tax planning, and operational infrastructure. The firm's… more
- BlackRock (San Francisco, CA)
- …In-depth technical understanding and knowledge of the investment compliance role in the investment lifecycle + 3+ years in a client or vendor facing support ... Order management (OMS) or electronic trading systems (EMS) + Investment Compliance + Post Trade Operations and Trade Booking...a member of the Product Expert team within Aladdin Client Experience, focusing on one of the product areas… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …is recruiting for a Client Service Associate at a growing, client -focused Registered Investment Advisor (RIA). This is a full-time permanent role based ... of a collaborative, high-performing team that values hard work, integrity, and strong client service. The firm offers a positive culture, low turnover, and excellent… more
- JPMorgan Chase (San Francisco, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… 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 ... the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office… more
- BlackRock (San Francisco, CA)
- …solutions they need when planning for their most important goals **.** **About Client Experience** Our mission within the Client Experience (CX) organization is ... becomes a source of alpha. We are organized across 4 key pillars: 1. ** Client Experience Delivery** , client -facing teams orchestrating all aspects of service… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm ... world's most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting +… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
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