- Robert Half Finance & Accounting (San Francisco, CA)
- …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 firm ... internal projects, process improvements, and firm-wide priorities Requirements + Experience in client service within wealth management, investment advisory,… more
- US Bank (Minneapolis, MN)
- …equivalent work experience + Two to five years of experience in client /customer service , and fiduciary activities **Preferred Skills/Experience:** + Thorough ... weeks required in-office.** The Trust Concierge Team provides high quality customer service by responding to telephone inquiries, requests, and problems for an… more
- HUB International (Rockville, MD)
- …for you.** We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in our **McLean, VA** ... by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop...and quarterly offsite meetings. + Maintain and update the Client Service Manual including key checklists and… more
- KeyBank (Akron, OH)
- **Location:** 219 South Main Street, Akron Ohio **Job Summary** The Client Service Associate supports the Key Private Bank (KPB) sales team by completing ... from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client accounts. + Identify opportunities to retain and expand… 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 | ... LinkedIn. Requirements + Bachelor's degree + 4+ years in client -facing roles (family office or wealth management...years in client -facing roles (family office or wealth management experience ONLY) + Strong communication skills; highly… 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …on internal projects and firm priorities as needed Requirements + Proven experience in client service , wealth management, or family office environments + ... needs, and exceeding expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts + Work closely… more
- KeyBank (Pepper Pike, OH)
- …services and wealth management. + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and Center of ... 30100 Chagrin Blvd, Pepper Pike Ohio **Job Summary** The Client Relationship Associate (CRA) supports the KPB... service -related work away from field and to Client Service Associates. This includes submitting … more
- Robert Half Finance & Accounting (San Francisco, CA)
- … Service Specialist About the Role We're seeking a skilled Client Service Specialist to join a boutique wealth management firm. This role is primarily ... enhance the overall client experience. Key Responsibilities + Process client service requests, including account openings, transfers, ACH transactions, RMDs,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Service Specialist About the Role We're looking for an experienced Client Service Specialist to join a boutique wealth management firm. This is primarily ... to enhance the overall client experience. Key Responsibilities + Handle client service requests (account openings, transfers, ACH, RMDs, stock donations) +… more