- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Associate Location:...Key Responsibilities + Serve as the primary contact for client service requests + Execute client ... regarded multi-family office is seeking a polished and proactive Senior Client Associate to join...preferences and exceeding expectations + Guide and support junior client service associates and analysts + Assist… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and leveraging technology to enhance the client experience. They are seeking a Senior Client Service Associate to join their collaborative team ... execution across a range of requests + Collaborate with senior leadership to implement client -specific strategies and...expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared… more
- Robert Half Finance & Accounting (CA)
- …wealth management firm supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional ... and performance data (no data entry) Requirements + 3-5+ years in UHNW client service (RIA, family office, private bank, etc.) + Experience navigating complex … more
- CIBC (San Francisco, CA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At...accommodating given priorities + Use of CRM and/or financial services platform for advisory business + Experience in working… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …wealth management firm supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional ... and financial administration for a curated group of ultra-high-net-worth clients. Senior Client Service Associate $90,000-$110,000 base + 15-30%… 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 ... families on tailored wealth strategy, portfolio management, and family office services . You'll join a collaborative, low‑turnover team with real growth potential,… 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 ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate or Associate Director of Client Service Location: 100% Remote (Optional hybrid from San Francisco ... advisory firm is seeking a highly capable and polished Senior Client Service Associate...wealth strategy, portfolio management, financial operations, and family office services . Their approach is deeply personalized, with a focus… more
- Aristotle Capital Management (Newport Beach, CA)
- …on research, investment management and client success. What You'll Do The Senior Associate , Performance & Analytics, will support the client operations ... requested; ensure accuracy and reasonableness of output. + Provide support to Aristotle's client service , sales, and marketing teams by responding to client… more
- JPMorgan Chase (San Francisco, CA)
- … (VAS) for the Innovation Economy (IE) clients of the Commercial Bank. As a Senior Associate , you will support the development of VAS, which are additional, ... differentiated products and services for JPMC Commercial...our core banking products and enhance our overall solutions, client satisfaction, and client retention. You will… more