- JPMorgan Chase (Los Angeles, 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
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Associate Location:...Key Responsibilities + Serve as the primary contact for client service requests + Execute client ... regarded multi-family office is seeking a polished and proactive Senior Client Associate to join...preferences and exceeding expectations + Guide and support junior client service associates and analysts + Assist… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and leveraging technology to enhance the client experience. They are seeking a Senior Client Service Associate to join their collaborative team ... execution across a range of requests + Collaborate with senior leadership to implement client -specific strategies and...expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared… more
- Robert Half Finance & Accounting (CA)
- …wealth management firm supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional ... and performance data (no data entry) Requirements + 3-5+ years in UHNW client service (RIA, family office, private bank, etc.) + Experience navigating complex … more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate or Associate Director of Client Service Location: 100% Remote (Optional hybrid from San Francisco ... advisory firm is seeking a highly capable and polished Senior Client Service Associate...wealth strategy, portfolio management, financial operations, and family office services . Their approach is deeply personalized, with a focus… more
- Public Consulting Group (Sacramento, CA)
- …serve constituents across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr . Client Service Associate - Progress Track is ... improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG...Regional Teams to drive adoption, satisfaction, and impact. The Sr . Client Service Associate… 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 ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At...accommodating given priorities + Use of CRM and/or financial services platform for advisory business + Experience in working… more
- Robert Half Office Team (Rancho Santa Fe, CA)
- Description A prestigious wealth management firm in Rancho Santa Fe is seeking a Senior Client Service Associate to join their close-knit, ... and communication. Requirements + 3-5+ years of experience in financial services , ideally in a client service or advisor support role. + Familiarity with… 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 ... families on tailored wealth strategy, portfolio management, and family office services . You'll join a collaborative, low‑turnover team with real growth potential,… more
- World Insurance Associates, LLC. (Fresno, CA)
- …from one of our multiple offices throughout the region. Position Summary The Associate Client Representative supports the daily management of a high-volume ... World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local… more
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