- FM (Walnut Creek, CA)
- …Administrative Assistant** . This role will support all administrative aspects of the Client Service Team, and jointly support the Account Engineers Team, ... files and records + Purchasing supplies + Tracking invoices and budgets + Tracking Client Service Team processes + Travel itineraries + Organize and coordinate… more
- Wipfli LLP (Irvine, CA)
- …Responsibilities: + Links the client requirements to standard solutions and service offerings with guidance from senior team members. + Oversee smaller ... offers a career-defining opportunity. Job Summary: Under the direction of a Senior Consultant or Manager, the Consultant II will develop and implement solutions… more
- 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
