- Robert Half Finance & Accounting (San Francisco, CA)
- …to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | RIA | San Francisco | Hybrid | $80-100k Base ... a client -focused environment. Responsibilities: + Provide day-to-day client service and support + Assist with...custodians like Schwab/TDA, Fidelity, Pershing + Familiarity with Orion Advisor Technology is a plus + Strong background in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Apply today and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Associate About the Role We're seeking a Client ... move. What We're Looking For + 5+ years minimum + Must have prior RIA client service experience + Strong attention to detail and organizational skills. +… 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 | ... the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …today and share your resume via LinkedIn with JC del Rosario - I'd love to connect! Client Service Associate About the Role We're looking for a Client ... senior executives and professionals. In this role, you'll deliver exceptional client service and operational support, including account administration,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate . You will support an exclusive group of ... when needed. + Act as the liaison between the advisor and various internal functions including client ...departments. Requirements + 3+ years of client service experience, ideally within a RIA or… more
- Aristotle Capital Management (Newport Beach, CA)
- …5 years of relevant financial services work experience: required. + Experience in investment management or client service /sales support within the financial ... to inbound calls and emails as well as other client service requests. Organization, professionalism and the...Services, LLC, are affiliated organizations. Each is an independent investment adviser separately registered under the … more
- Robert Half Finance & Accounting (Mountain View, CA)
- …a team-based wealth advisory environment. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management ... high-net-worth clients, and participate in every step of the planning and investment process-from gathering client data to presenting custom financial plans.… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …management solutions. This position blends technical expertise, leadership, and exceptional client service . You'll collaborate with senior advisors, mentor team ... skills. Other Skills & Attributes + High integrity and unwavering commitment to client service excellence. + Organized, detail-oriented, and capable of managing… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …and wealth management solutions. This role combines technical expertise, leadership, and client service excellence. You'll work closely with senior advisors and ... leadership skills. Other Skills & Attributes + High integrity and commitment to client service excellence. + Organized, detail-oriented, and able to manage… more
- T. Rowe Price (San Francisco, CA)
- …updates, product trends, advisor preferences for both private and registered investment structures. Requirements Required: + Prior experience in private ... customer service and a comprehensive suite of investment management solutions to our diverse client ...of investment management solutions to our diverse client base which include Banks, Broker/Dealers, RIA ,… more