- Robert Half Finance & Accounting (San Francisco, CA)
- …in a client service or operations role within a financial services firm (RIA, broker - dealer , custodian, or bank) + Strong communication and follow-through with a ... Description Client Service Associate Walnut Creek, CA | In-Office Preferred (Hybrid...contact for clients and play an integral role in onboarding , account maintenance, and ongoing service. You'll partner closely… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …service, preferably within wealth management or financial services. + Familiarity with broker - dealer platforms; experience with LPL is strongly preferred. + ... Description Job Posting: Client Service Associate - Wealth Management A boutique wealth management...across a range of financial services. + Facilitate smooth onboarding for new clients and maintain strong, ongoing relationships… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …experience, preferably in financial services or wealth management. + Familiarity with broker - dealer platforms; experience with LPL is strongly preferred. + ... in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This firm is...inquiries regarding financial products and services. + Support client onboarding and ensure a smooth transition for new clients.… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …and 2+ years in client service (wealth management preferred) + Experience with broker - dealer platforms (LPL strongly preferred) + Strong communication skills and ... financial guidance and exceptional service. We're looking for a Client Service Associate who thrives in a relationship-driven environment and is passionate about… more