- Bull Oak (Rancho Santa Fe, CA)
- …individuals attain data-driven planning and pragmatic investing. Join us. We are looking for a Senior Client Service Associate with at least 3 years ... the standard of excellence for the delivery of the client experience, including the physical and virtual environments in...an RIA and is ready to operate at a senior level. This person will improve our workflows and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …connect and see whether 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 needs, ensuring prompt and accurate...needs, ensuring prompt and accurate execution. + Partner with senior leadership on customized client strategies and… more
- 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
- City National Bank (Los Angeles, CA)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 4 years experience in client service , banking operations or relationship management support required. * ... *ACCOUNT OFFICER SENIOR * WHAT IS THE OPPORTUNITY? This person is...and operational needs. As the operational expert for the client , the Sr Account Officer is positioned to proactively… 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
- Raymond James Financial, Inc. (San Jose, CA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… 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
- 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
- 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
