- Robert Half Finance & Accounting (San Francisco, CA)
- …A boutique, fast-growing Registered Investment Advisory (RIA) firm is seeking an exceptional Senior Client Service Associate to join its client ... most sophisticated clients in the world. The Role The Senior Client Service Associate will...mindset, maturity, intellectual curiosity, and team orientation. Key Responsibilities Client Experience & Operations + Manage end-to-end… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations , client ... Description Senior Client Service Associate ...investment subscriptions + Support philanthropic entities and family office operations with precision + Liaise with custodians, advisors, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. ... money movement, and reporting + Coordinate wires, funding requests, and daily operations + Support client ‑run foundations and philanthropic initiatives + Track… 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
- Cherry Bekaert (Sacramento, CA)
- …practice, we have an excellent opportunity for a ** Senior Associate (Regulatory Compliance)** to join our ... expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We...the power of the individual, keep reading. **As a Senior Associate , you will:** Work individually or… more
- Grant Thornton (San Francisco, CA)
- As a Process Risk Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by helping them understand their business ... process. + Obtain an understanding of clients' business, objectives, strategy, operations , processes, IT systems, service providers and controls. + Actively… more
- Acxiom (Sacramento, CA)
- The Client Partner - Enterprise Account role serves as the primary post-sale point of contact for a strategic client based on revenue and opportunity size. The ... responsible for their satisfaction and future growth. Uses in-depth knowledge of client industry and/or business processes, deep knowledge of the product(s) being… 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 Jose, CA)
- As an IT Risk Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by helping them understand their business ... you achieve more, confidently. Your day-to-day may include: + Actively participate in client engagements from start to completion, with a focus on executing and… more
- WTW (Los Angeles, CA)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... or Geographical Divisions. + Public Sector & Education, The Associate Client Advocate (ACA) owns client...(GSD) + Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations + Gather… more