- Robert Half Finance & Accounting (San Francisco, CA)
- …Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate . You will support an exclusive group of high-net-worth ... clients and prospects. You'll play a critical role in relationship management, operations , client communication, and day-to-day advisory support. What You'll Do… more
- Aristotle Capital Management (Los Angeles, CA)
- …research, investment management and client success. What You'll Do The Senior Associate is responsible for the end-to-end production, maintenance, and ... to reduce key person risk. + Partner proactively with senior Sales Leaders and Client Portfolio Managers...each quarter end. + Collaborate with the broader Sales Operations team to align collateral with RFPs, DDQs, and… more
- Coinbase (Sacramento, CA)
- …execute, monitor and ensure successful completion of programs focused on scaling institutional operations and the client experience. *What we look for in you ... requirements): * 5+ years of experience managing projects, processes or client support operations . * Strong product operations or project management skills… more
- Hagerty Consulting, Inc. (CA)
- …available, contingent upon client needs. **Responsibilities of the Response Senior Managing** ** Associate Include:** + Drive the development and execution ... on the client -s operational tempo. **Compensation for the Response Senior Managing Associate Includes:** + Salary range of $88,000-$150,000. Compensation… more
- Grant Thornton (San Francisco, CA)
- …Additional approved locations include San Francisco, CA. As an Audit Senior Associate , you'll listen to learn about your client 's operations , processes, ... Grant Thornton is seeking an Audit Senior Associate to join the team...technology to work collaboratively, solve smarter, and improve the client 's overall financial reporting process. From day one, you'll… more
- City National Bank (Encino, CA)
- *RELATIONSHIP ASSOCIATE SENIOR - PBB* WHAT IS THE OPPORTUNITY? Their primary responsibility is to work directly with clients on a daily basis in handling all ... areas of client service, operational tasks, and sales consultation. Expert in...Outlook) required. *Additional Qualifications* * Working knowledge of Bank operations , policies and procedures and regulatory compliance. * General… more
- Grant Thornton (Newport Beach, CA)
- As a Healthcare Process Risk Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by helping them understand ... process. + Obtain an understanding of clients' business, objectives, strategy, operations , processes, IT systems, service providers and controls. + Actively… more
- Kestra Financial (Palo Alto, CA)
- …over the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting ... allowing for a good understanding of broker / dealer operations and financial services industry, including but not limited...sales application. Training in the building of a vibrant client base where one can exceed client … more
- Grant Thornton (San Francisco, CA)
- As a Cyber Privacy & Data Protection Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by applying a ... and privacy, strategy, governance, IT risk, security testing, technology implementation/ operations , cybercrime and breach response for the Cybersecurity & Privacy… more
- Grant Thornton (Los Angeles, CA)
- As the Corporate Tax Senior Associate , you'll be a member of our corporate tax practice and work on business income tax planning, corporate compliance, and ASC ... information and perform tax services + Gaining an understanding of client operations , processes, and business objectives, and utilizing that knowledge on… more