- Robert Half Finance & Accounting (San Francisco, CA)
- …- let's connect and explore whether this role could be the ideal next step in your career. Senior Client Associate About the Role We're seeking a Senior ... + Serve as the primary point of contact for client service needs, ensuring timely and accurate...needs, ensuring timely and accurate execution + Partner with senior leadership on customized client strategies and… 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 ... with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate . This is an opportunity to join a… 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 ... follow-up with custodians and internal departments. Requirements + 3+ years of client service experience, ideally within a RIA or wealth management firm. +… more
- Wells Fargo (Irvine, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- JPMorgan Chase (Palo Alto, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
- Insight Global (Agoura Hills, CA)
- Job Description A client of Insight Global is seeking a Senior Tax Associate to join their growing team! This position is fully remote but you must reside in ... estimated taxes, and the completion of applicable transactions. - Senior will have a direct report associate ...and work. We encourage continuous feedback and development. - Senior will be included on day-to-day client … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …connect and explore how this opportunity could be the perfect next step in your career. Senior Client Associate About the Role We're looking for a Senior ... + Serve as the primary point of contact for client service requests, ensuring timely and accurate...requests, ensuring timely and accurate execution. + Partner with senior leadership on bespoke client strategies and… 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 | ... 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
- WTW (Irvine, CA)
- **Description** As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of ... disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure… more
- Grant Thornton (Newport Beach, CA)
- As a Healthcare Process Risk Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by helping them understand ... completing priorities in a rapidly growing team environment + Exceptional client service , communication, analytical, organizational and project management skills… more