- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate Location: Walnut Creek, CA | In-Office Preferred (Hybrid Flex) Compensation: $70,000 - $90,000 DOE + Full Benefits + ... is partnering with a boutique RIA in Walnut Creek that is actively seeking a Client Service Associate to support its growing client base and advisory… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Job Posting: Client Service Associate - Wealth Management A well-established and rapidly growing investment advisory firm is seeking a highly ... motivated Client Service Associate to join its wealth management team. This role is ideal for professionals looking to deepen their expertise in client … more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate - Wealth Management A boutique wealth management firm is seeking a Client Service Associate to join its ... its people-first culture and commitment to long-term relationships. Position Overview The Client Service Associate will be the primary point of contact for… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Client Service Associate - Wealth Management Are you passionate about delivering exceptional client service in the financial services ... industry? A well-established and rapidly growing investment advisory firm is seeking a Client Service Associate to join its dynamic team. This is an exciting… more
- Moss Adams LLP (Walnut Creek, CA)
- ** Client Service Associate ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who ... complex and interesting business challenges. **Introduction to the team** The Client Service Associate for Moss Adams Wealth Advisors will collaborate… more
- Public Consulting Group (Sacramento, CA)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for ... Analyst, and Regional Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress Track is responsible for the day-to-day… more
- CIBC (San Francisco, CA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment… more
- Raymond James Financial, Inc. (San Diego, CA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …firm supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment ... environment-fully remote or hybrid from our San Francisco office. Senior Client Service Associate $90,000-$110,000 base + 15-30% discretionary bonus 100%… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …year-demonstrating exceptional investment performance and continued client trust. The Role: The Client Service Associate will play a vital role in ... improvement initiatives Requirements Ideal Candidate: + 3+ years of experience in a client service or operations role within an RIA or financial planning firm +… more
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