- Robert Half Finance & Accounting (San Francisco, CA)
- …and serve as a technical resource within the Client Service team. + Partner with investment teams on portfolio creation and cash deployment strategies. + ... Description Job Posting: Senior Client Service Associate- Multi-Family Office A prestigious and...in San Francisco is seeking a highly motivated Senior Client Service Associate to join its growing team. This… more
- CIBC (San Francisco, CA)
- …(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 to ... support Family Office Executives and Senior Relationship Managers in providing exceptional client service. _At CIBC we enable the work environment most optimal for… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Associate Walnut Creek, CA | In-Office Preferred (Hybrid Flex) $70,000 - $90,000 DOE + Full Benefits + Career Growth Join a new and ... growing wealth management firm focused on building long-term client relationships and an exceptional team culture. Jennifer Fukumae at Robert Half is partnering with… more
- Ensono (Los Angeles, CA)
- …'s main point of contact at Ensono, responsible for the commercial relationship with the client and maximizing current service portfolio with the client by ... client relationship map including key competitors and their client sponsors. + Partner with Service Delivery Team (SDM) team to analyze, prioritize &… more
- NTT America, Inc. (Sacramento, CA)
- …where you can grow, belong and thrive. **Your day at NTT DATA** The Manager, Client Success ensures that the Client Success Management strategy is achieved by ... leading a team of Client Success Specialists responsible for service delivery, lifecycle account...for the overall renewals target for their assigned account portfolio . **What you'll be doing** **ESSENTIAL DUTIES & RESPONSIBILITIES**… more
- Therma LLC (San Jose, CA)
- …the mechanical construction landscapes in California. Renowned for outstanding client service and attention to detail, we balance innovative, facility-specific ... critical member of the HR team, the HR Business Partner is a key leader and has the unique...this position. \#LI-JS1 #LI-Onsite **About Legence** Legence, a _Blackstone Portfolio Company_ , is North America's leading, integrated provider… more
- Charles Schwab (San Francisco, CA)
- …services innovation. We are seeking a Senior UX Designer to lead Schwab's GenAI client experience. This lead will partner closely with product, retail, business, ... in the Schwab way: approachable, conversational, and with the client 's best interests in mind. You will advocate for...ensuring a coherent user experience at every step + Partner with product and engineering to prioritize and set… more
- JPMorgan Chase (San Diego, CA)
- …provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + ... solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer...done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial… more
- Jacobs (Los Angeles, CA)
- …your success, and the global community, join us as a Ports & Maritime Client Account Manager and Practice Lead. You will work in collaboration with our California ... Ports & Maritime strategy for California. In this role, you'll drive client outreach strategies and relationship development actions, identify key pursuits and lead… 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 is ... with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management, and family office services. You'll join a collaborative,… more