- Robert Half Finance & Accounting (Minneapolis, MN)
- … service in the financial services industry? We are seeking a Client Service /Account Management Associate to provide efficient support to clients, ... Description Client Service Associate Are...3rd parties, producers, and teammates. Qualifications . Preferred Experience: Client support in financial services with insurance… more
- Robert Half Finance & Accounting (Boston, MA)
- …a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team. Essential tasks include ... you! Requirements * Minimum of 2 years of experience in a client service or administrative role within financial services . * Active Series 7 license, with… more
- Robert Half Finance & Accounting (Portsmouth, NH)
- Description We are looking for a dedicated and detail-oriented Operations and Client Services Associate to join our team in Portsmouth, New Hampshire. This ... to client inquiries professionally and promptly. * Support financial services operations with attention to detail and accuracy. * Uphold ethical standards… more
- Robert Half Finance & Accounting (Fairfield, CT)
- …access sophisticated strategies through exchange-traded products. Our client is looking for a Client Services Associate to play a key role in expanding ... an early-career professional who's eager to blend analytical skills, client engagement, and creative problem-solving in a high-growth, entrepreneurial environment.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …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 Client ... environment. Key Responsibilities + Serve as the primary point of contact for client service requests, ensuring timely and accurate execution. + Partner with… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …JC del Rosario - I'd love to connect and explore this opportunity with you! Senior Client Associate About the Role We're seeking a Senior Client Associate ... environment. Key Responsibilities + Serve as the primary point of contact for client service requests, ensuring timely and accurate execution. + Partner with… 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 | ... investment management, financial planning, lending strategies, and tailored family office services , all while building lasting client relationships that span… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …today and share your resume via LinkedIn with JC del Rosario - I'd love to connect! Client Service Associate About the Role We're looking for a Client ... senior executives and professionals. In this role, you'll deliver exceptional client service and operational support, including account administration,… more
- Robert Half Finance & Accounting (Stamford, CT)
- …of experience in accounting or a related role, with a focus on client service . * Proficiency in general ledger software, QuickBooks, and Microsoft Office ... effective communication and collaboration. Requirements * Minimum of an associate degree in accounting or a related field; bachelor's degree preferred. * 1-3… more
- Robert Half Finance & Accounting (Columbia, MD)
- Description Robert Half has a brand new direct-hire opportunity for a Client Services Associate for a financial services firm based on Columbia, MD. This ... in the industry. Candidates with prior experience in financial services with strong customer service experience are...ensure team is set up for success + Maintain client database system + Handle administrative support work for… more