- Robert Half Finance & Accounting (San Jose, CA)
- …today and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Associate - Wealth Management We're looking for a motivated ... Client Service Associate to join...Client Service Associate to join a well‑established, rapidly...the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … Client Associate About the Role We're looking for a Senior Client Associate to join a top ‑tier wealth management team serving ultra‑high‑net‑worth ... + Serve as the primary point of contact for client service needs, ensuring prompt and accurate...the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Senior Client Associate About the Role We're seeking a Senior Client Associate to join a top ‑tier wealth management team serving ultra‑high‑net‑worth ... + Serve as the primary point of contact for client service needs, ensuring timely and accurate...the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online… more
- Robert Half Finance & Accounting (San Jose, CA)
- …and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Associate - Wealth Management We're seeking a motivated Client ... unique opportunity to deepen your expertise in portfolio operations, client service , and investment technology while working...the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online… 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 | ... and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the...and the chance to make a daily impact. On top of competitive pay, 401(k) match, and comprehensive benefits,… 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 ... custodians and internal departments. Requirements + 3+ years of client service experience, ideally within a RIA...the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online… more
- HUB International (Diamond Bar, CA)
- …and support our customer's needs and provide them with innovative insurance solutions. The Client Service Associate works collaboratively with the service ... team to manage a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting … more
- HUB International (Los Angeles, CA)
- …customer's needs and provide them with innovative insurance solutions. The Personal Lines Client Service Associate is responsible for providing exceptional ... a generous 401k plan and more! **POSITION SUMMARY:** Our service professionals play a vital role in supporting our...EPIC as per established process and procedures (ie adding client shell, billing inquiries, etc.). + Performs other duties… more
- HUB International (Encino, CA)
- … service for Entertainment clients (small business) by maintaining client relationships, supporting client retention, maintaining strong carrier relationships ... a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our...resources, you will be amongst some of the industry's top talent to help guide and support our customer's… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate - Multi-Gen Family Office San Francisco | Hybrid | $100-130K + Bonus Jennifer Fukumae with Robert Half is ... multi-family office in San Francisco to hire a Senior Client Service Associate . This is...the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online… more
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