- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate Walnut Creek, CA | In-Office Preferred (Hybrid Flex) $70,000 - $90,000 DOE + Full Benefits + Career Growth Interested in ... conversation and apply directly. Join a new and growing wealth management firm focused on building long-term client...RIA in Walnut Creek that is actively hiring a Client Service Associate to support their growing… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- Description Client Associate - Family Office San Francisco (Steps from Montgomery BART) | Hybrid $100,000-$130,000 base (DOE) + Bonus An established multi-family ... office based in San Francisco is seeking a Client Associate to serve as a key...This firm is known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office… 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 ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… 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 ... and a client base built almost entirely through referrals. Position Overview: The Client Service Associate will serve as a key liaison between clients and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …A boutique, San Francisco-based wealth advisory firm is seeking a highly capable Client Service Associate to join its growing team. This firm specializes in ... founders, elite investors, and multi-generational families. The firm integrates wealth strategy, investment management, financial operations, and family office… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …multi-family office headquartered in San Francisco is seeking a highly motivated Senior Client Service Associate to join its growing team. This firm is ... in a supportive, high-performance environment. Position Overview The Senior Client Service Associate will serve as a...+ Bachelor's degree required; 6-8+ years of experience in client -facing roles within wealth management, family office,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …boutique, fast-growing Registered Investment Advisory (RIA) firm is seeking an exceptional Senior Client Service Associate to join its client service ... sophisticated clients in the world. The Role The Senior Client Service Associate will own critical aspects...with employer match. Requirements Qualifications + 3-5+ years of client service experience in a white-glove wealth … more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Overview: A boutique financial advisory firm is seeking a Client Service Associate to join its close-knit, client -focused team. With a strong ... with a people-first mindset and values continuous learning and growth. Position Summary: The Client Service Associate will play a key role in supporting the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …multi-family office headquartered in San Francisco is seeking a highly motivated and Sr. Client Service Associate to join its team. This firm specializes in ... Requirements Qualifications + Bachelor's degree with 6-8 years of experience in client -facing roles, preferably within family offices, wealth management, or… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …quality of our work. The Opportunity They are looking for a proactive and detail-oriented Client Service Associate to join our growing team. This role is central ... + Bachelor's degree + 2+ years of experience in client service, preferably in financial services or wealth... client service, preferably in financial services or wealth management + Strong communication skills and detail oriented… more