- Robert Half Finance & Accounting (San Francisco, CA)
- …Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate . You will support an exclusive group of ... follow-up with custodians and internal departments. Requirements + 3+ years of client service experience, ideally within a RIA or wealth management firm. +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | ... lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the primary point of… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …connect and see whether this opportunity could be the perfect next step in your career. Senior Client Associate About the Role We're looking for a Senior ... + Serve as the primary point of contact for client service needs, ensuring prompt and accurate...needs, ensuring prompt and accurate execution. + Partner with senior leadership on customized client strategies and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …- let's connect and explore whether this role could be the ideal next step in your career. Senior Client Associate About the Role We're seeking a Senior ... + Serve as the primary point of contact for client service needs, ensuring timely and accurate...needs, ensuring timely and accurate execution + Partner with senior leadership on customized client strategies and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate - Multi-Gen Family Office San Francisco | Hybrid | $100-130K + Bonus Jennifer Fukumae with Robert Half is ... with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate . This is an opportunity to join a… more
- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- The ODP Corporation (Walnut Creek, CA)
- …visual and merchandising standards, freight, and logistics activities, and prioritizing unparalleled client satisfaction. The Sr . Store Associate will ... **Overview** As a Sr . Store Associate - Part Time,...Print and Technology. The ideal Sr . Store Associate is passionate about sales, delivering exceptional service… more
- Wolters Kluwer (Sacramento, CA)
- …implement, and monitor comprehensive sales plans. + Conduct regular strategic meetings with senior management of client accounts. + Resolve critical and complex ... ** Sr . Account & Relationship Executive ( Sr . Sales...West Coast USA position. You will report to the Associate Director, Field Sales * CPESG | WK Audit &… more
- PNC (San Francisco, CA)
- …a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Holds team accountable for deliverables. + Helps ... participate in STEM OPT for this position. **Job Description** + Supports client management activities with clients and prospective clients. Helps support the… more
- Grant Thornton (Newport Beach, CA)
- …creation of innovative, value-driven sales enablement content that empowers our client -facing teams to effectively communicate our firm's expertise in tax, audit, ... of sales collateral, including pitch decks, case studies, value propositions, and service offering descriptions that align with our firm's brand and messaging… more