- 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- ... office based in San Francisco is seeking a Client Associate to serve as a key...with firm leadership to execute custom strategies. You'll lead client service initiatives, manage complex planning workflows,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate $90,000-$110,000 base + 15-30% discretionary bonus 100% Remote (Optional SF Office Access) Jennifer Fukumae is ... of the world's most sophisticated families seeking a Senior Client Service Associate to deliver...(no data entry) Requirements + 3-5+ years in UHNW client service (RIA, family office,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. ... This firm is redefining single‑ family offices, working with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management,… more
- HUB International (Newport Beach, CA)
- …workplace. I look forward to having many more years of being a part of the HUB family !" **_Clara - Client Service Associate_** **WE'LL TAKE CARE OF YOU.** We ... Client Services team members on various topics. + Manages and assists with client -related service issues and open enrollment meetings **WHAT YOU BRING TO THE… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Job Title: Senior Client Service Associate - SF! Location: San Francisco; Hybrid Salary: ... projects and firm priorities as needed Requirements + Proven experience in client service , wealth management, or family office environments + Strong… more
- Citigroup (Rolling Hills Estates, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... 7/63 or 7/66 required **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family :** … more
- City National Bank (Los Angeles, CA)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, ... support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities for retirement… more
- City National Bank (Los Angeles, CA)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years experience in client service , banking operations or relationship management support required. * ... the ongoing business and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute on the concepts… more
- Illumination Foundation (Stanton, CA)
- …across Orange County, Los Angeles County and the Inland Empire. Job Description The Associate Manager of Family Programming plays a key role in ensuring the ... oversee the Family Navigators at the varies family shelter sites. The Associate manager of...$30.00 per hour, depending on experience. Responsibilities Administrative and client care: + Complete audits as requested and required… more
- Banfield Pet Hospital (Aliso Viejo, CA)
- Client Service Coordinator SUMMARY OF JOB...vision, depth perception, and ability to adjust focus. + Associate is routinely exposed to a variety of pets ... PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow...including health, wellness, and financial support for you, your family , and even your pets. Check out some of… more
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