- 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 ... world's most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting +… 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)
- …wealth management firm supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional ... flexible, collaborative environment-fully remote or hybrid from our San Francisco office. Senior Client Service Associate $90,000-$110,000 base + 15-30%… more
- JPMorgan Chase (San Francisco, 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)
- …and organize client documentation for intuitive team access. + Partner with senior client service leaders to execute strategic initiatives. Excited about ... Services Associate will support all operational aspects of client service , including onboarding, investment reporting, and financial administration. This… more
- WTW (San Francisco, 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 (San Francisco, CA)
- As a Real Estate & Construction Advisory Senior Associate , you will have the opportunity to grow and contribute to our global clients' business needs through all ... in a rapidly growing, fast-paced, interactive, results-based team environment + Exceptional client service and communication skills with a demonstrated ability… more
- Grant Thornton (San Francisco, CA)
- POSITION SUMMARY Audit Senior Associate : Work with private and public companies to first understand their businesses and the risks they face, focusing efforts ... and GAAS. + Ability to supervise staff and lead projects. + Exceptional client service skills with a demonstrated ability to develop and maintain outstanding … more
- WTW (San Francisco, CA)
- **Description** As a Health and Benefits Senior Associate you will contribute to a wide variety of complex projects involving the design, financing and ongoing ... proven ability to identify and resolve issues + Strong client service orientation and ability to respond...and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred… more
- Navient (San Francisco, CA)
- …more below, and let's build something great together! **The Client Happiness Origination Associate position will report to the Senior Manager of Client ... Happiness.** **As the Client Happiness Origination Associate , you will:** + Take a proactive approach via multiple channels (phone, emails, SMS, etc) in… more