- Robert Half Finance & Accounting (Mountain View, CA)
- …Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). This is ... collaborative, high-performing team that values hard work, integrity, and strong client service . The firm offers a positive culture, low turnover, and excellent… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …boutique, San Francisco-based wealth advisory firm is seeking a highly capable Client Service Associate to join its growing team. This firm specializes in building ... opportunity to work alongside a experienced leadership team in delivering a best-in-class service model to an exclusive client base. The ideal candidate will be… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …A boutique wealth management firm based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This firm is known for delivering highly ... a client base built almost entirely through referrals. Position Overview: The Client Service Associate will serve as a key liaison between clients and advisors,… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …consideration and additional info. Our client is recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). This is ... collaborative, high-performing team that values hard work, integrity, and strong client service . The firm offers a positive culture, low turnover, and excellent… more
- Bridgestone Americas (El Dorado Hills, CA)
- …automotive service environment from proficient management of paperwork and customer interactions to financial transactions and adherence to company policies and ... + 1 year of service manager or service writer experience. + Problem solving - customer...Verification must be completed at the start of employment. Temporary work authorization or the need for sponsorship may… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …a proven track record, committed to delivering personalized financial guidance and exceptional service . We're looking for a Client Service Associate who thrives ... follow up on pending client needs. + Collaborate with advisors to align service with each client's financial plan. + Prepare client-facing materials and provide… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …SEC-registered RIA managing ~$2 billion in assets, is seeking a Client Service Manager to lead a high-performing team in a collaborative, fast-paced environment. ... The firm fosters a culture of innovation, internal growth, and exceptional client service . Responsibilities: + Lead and mentor a team of four Client Service… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …headquartered in San Francisco is seeking a highly motivated and Sr. Client Service Associate to join its team. This firm specializes in serving ultra-high-net-worth ... contact for designated client relationships, ensuring timely and precise execution of service requests. This role requires a proactive problem solver who thrives in… 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) Interested? Let's connect. ... of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding,… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …to join its team. This full-time role is ideal for a service -oriented professional who thrives in a collaborative, high-integrity environment and is passionate ... + Build and maintain strong client relationships through responsive and thoughtful service + Manage client onboarding, account setup, and education on digital tools… more