- CIBC (San Francisco, CA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Family Office Client Service Manager, you will ... service , and organizational support. You will also support Family Office Executives and Senior Relationship Managers...platform, including preparation and execution of client service agreements, in coordination with the CIBC Family… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Associate - Wealth Management A highly respected multi- family office is seeking a Senior Client Associate to join its San ... financial planning, lending strategy, and bespoke family office solutions. The culture is collaborative, client -focused,...package Key Responsibilities + Serve as primary contact for client service needs across assigned relationships +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …strategic insight with operational excellence. About the Organization This San Francisco-based family office supports the financial and personal lives of ... and confidentiality. + Bringing fresh ideas and perspectives to enhance client service delivery. + Thriving in a team-oriented environment that values learning,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm ... multi‑generational families to deliver tailored wealth strategies, portfolio management, and family office services. You'll join a low-turnover, collaborative… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …opportunity to grow your career in a role that blends technical accounting, client service , and cross-functional collaboration. You'll be part of a close-knit ... Description Associate - Client Services Accounting Are you a detail-driven accounting...clients and internal partners. + Contributing ideas to improve service delivery and operational efficiency. + Supporting teammates and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Services is recruiting a Client Service Accounting Associate for a family office . This is a full-time, permanent role based in San Francisco with ... consideration. Requirements + 3-10 years of accounting or financial operations experience ( family office , trusts, property, or financial services preferred) +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and firm priorities as needed Requirements + Proven experience in client service , wealth management, or family office environments + Strong communication ... with Robert Half is partnering with a boutique, San Francisco-based multi- family office that provides tailored financial solutions to ultra-high-net-worth… 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 the ... Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress Track is...union, or domestic partnership status, past or present military service , citizenship status, family medical history or… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Services is recruiting for a Client Service Associate at a Multi Family Office . This is a full-time permanent role based in San Francisco with a ... financial planning, lending strategies, and tailored family office services, all while building lasting client ...consideration. Requirements + Bachelor's degree + 4+ years in client -facing roles ( family office or… more
- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... Financial Consultants (FC's) within their individual businesses, as well as to support office initiatives. The SA role assists one or more Financial Consultants (FC)… more