- Robert Half Finance & Accounting (San Mateo, CA)
- …management firm with a collaborative and entrepreneurial culture is seeking a Finance & Operations Associate or Manager to join its team. The firm manages a ... (eg, property tax, 1099s) + Support internal financial reporting and analysis Operations & HR + Manage employee onboarding /offboarding, background checks, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Associate Walnut Creek, CA | In-Office Preferred (Hybrid Flex) $70,000 - $90,000 DOE + Full Benefits + Career Growth Join a new and ... Walnut Creek that is actively hiring a Client Service Associate to support their growing client base and advisory...contact for clients and play an integral role in onboarding , account maintenance, and ongoing service. You'll partner closely… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Client Service Associate to deliver exceptional support across investment operations , client onboarding , and financial administration for a curated group ... Description Senior Client Service Associate $90,000-$110,000 base + 15-30% discretionary bonus 100%...What You'll Do: + Be the client's operational quarterback-owning onboarding , money movement, and reporting workflows + Coordinate wires,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …intellectual curiosity, and team orientation. Key Responsibilities Client Experience & Operations + Manage end-to-end onboarding of new clients, including ... Investment Advisory (RIA) firm is seeking an exceptional Senior Client Service Associate to join its client service leadership track. This firm partners exclusively… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Client Service Associate (CSA) Mountain View, CA - Onsite 4 days/week (5 days/week for first 3 months) $90,000-$110,000 base (DOE) + Discretionary Bonus ... precision, and long-term relationships. The Opportunity As a Client Service Associate , you'll be a trusted liaison between clients, advisors, and custodians-ensuring… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description A client-focused financial advisory firm is seeking a Client Services Associate to join its team. This full-time role is ideal for a service-oriented ... passionate about delivering exceptional client experiences. Position Overview The Client Services Associate will serve as a key point of contact for clients,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …San Francisco-based wealth advisory firm is seeking a highly capable Client Service Associate to join its growing team. This firm specializes in building and ... families. The firm integrates wealth strategy, investment management, financial operations , and family office services into a cohesive and customized… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm is redefining single‑family ... sophisticated clients. Responsibilities + Oversee the full client experience: onboarding , subscriptions/redemptions, money movement, and reporting + Coordinate wires,… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …relationships? A values-driven financial advisory firm is seeking a Client Services Associate to join its collaborative and mission-focused team. This is a unique ... maintenance including money movements, distributions, and alerts. + Support client onboarding and education, including online access and account setup. + Maintain… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …and additional info. Our client is recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). This is a ... alerts and follow up as needed + Support client onboarding , account setup, and CRM updates + Help coordinate...Bachelor's degree + 3+ years in client service or operations in wealth management (NO exceptions) + Proficiency in… more