- Robert Half Finance & Accounting (San Francisco, CA)
- Description A boutique, fast-growing Registered Investment Advisory (RIA) firm is seeking an exceptional Senior Client Service Associate to join its ... management for some of the most sophisticated clients in the world. The Role The Senior Client Service Associate will own critical aspects of… 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
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… 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)
- …This is a unique opportunity to join a leading commercial real estate lender as a Client Associate on our sales team. The Commercial Term Lending (CTL) Group is ... by a strong entrepreneurial spirit and offers exceptional professional development. As a Client Associate , you will be motivated to succeed and understand that… more
- JPMorgan Chase (Palo Alto, 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
- City National Bank (Los Angeles, CA)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS*...securities market. * Minimum of 5 years of direct client services experience required * FINRA Series ... clients of City National Securities. Assist CNS brokerage clients and Retirement Services Clients with transactions and administrative support. WHAT WILL YOU DO? *… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate $90,000-$110,000 base + 15-30% discretionary bonus 100% Remote (Optional SF Office Access) Jennifer Fukumae ... firm supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description A boutique, San Francisco-based wealth advisory firm is seeking a highly capable Client Service Associate to join its growing team. This firm ... wealth strategy, investment management, financial operations, and family office services into a cohesive and customized offering. This is... documentation for intuitive team access. + Partner with senior client service leaders to… more
- AMA Group (El Segundo, CA)
- **Description** **Title:** Senior Associate (Design Project Manager) **Trade:** Electrical **Level:** 10-12 **Reports To:** Group Leader **Position Overview:** ... AMA Group is looking for an Electrical Senior Associate , Project Manager who will be...to small, providing technical leadership. This position will be client interfacing and responsible for all facets of product… more