- CIBC (San Francisco, CA)
- …about 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 ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment… 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 ... of the world's most sophisticated clients. Responsibilities: + Own the full client experience, from onboarding to reporting and money movement + Coordinate wires,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a full-time ... lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the primary point of… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …needs, and exceeding expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts + Work closely ... and firm priorities as needed Requirements Requirements: + Proven experience in client service , wealth management, or family office environments + Strong… more
- Publicis Groupe (Los Angeles, CA)
- … client business objectives and provide actionable insights and recommendations. The Senior Associate will be working closely with Associates and Supervisors, ... Company, McDonald's, Novartis, Samsung, Visa and more. **Overview** The Sr. Associate , Planning works cross-functionally with internal teams, vendors, and clients to… 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 ... sophisticated families and their advisors + Opportunity to lead client relationships and mentor associate team members...package Key Responsibilities + Serve as primary contact for client service needs across assigned relationships +… more
- Legence (Los Angeles, CA)
- **Title:** Senior Associate (Design Project Manager) - LA **Trade:** Electrical **Level:** 10-12 **Reports To:** Group Leader **Position Overview:** AMA Group is ... looking for an Electrical Senior Associate , Project Manager who will be...to small, providing technical leadership. This position will be client interfacing and responsible for all facets of product… more
- City National Bank (Encino, CA)
- *RELATIONSHIP ASSOCIATE SENIOR - PBB* WHAT IS...on a daily basis in handling all areas of client service , operational tasks, and sales consultation. ... Expert in all aspects of providing exemplary client service and assisting clients with any branch transaction. Actively engages in completing all cashiering… 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 ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- Manulife (CA)
- …excited to present a challenging opportunity for an experienced, dynamic, and energetic Senior Associate to join our Impact Investing and Natural Climate ... on carbon project development, project management, and execution. The Senior Associate is a vital member of...Client Orientation: Demonstrated commitment to internal and external client service , with a focus on delivering… more