- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate $90,000-$110,000 base + 15-30% discretionary bonus 100% Remote (Optional SF Office Access) Jennifer Fukumae is ... some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations,… 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 RIA. ... is redefining single‑family offices, working with founders, investors, and multi ‑generational families on tailored wealth strategy, portfolio management, and family… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- Description Client Associate - Family Office San Francisco (Steps from Montgomery BART) | Hybrid $100,000-$130,000 base (DOE) + Bonus An established multi ... -family office based in San Francisco is seeking a Client Associate to serve as a key...with firm leadership to execute custom strategies. You'll lead client service initiatives, manage complex planning workflows,… more
- Woodforest National Bank (The Woodlands, TX)
- The Registered Client Service Associate works under general supervision, using specialized knowledge and skills obtained through experience and/or formal ... and Veterans. **Job:** **Corporate* **Organization:** **Texas - Houston* **Title:** *Registered Client Service Associate * **Location:** *Texas-The Woodlands*… more
- JPMorgan Chase (Newark, DE)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client ... JPMorgan's global equity trading desks. **Job responsibilities** + Provide comprehensive client service by addressing inquiries, processing transactions, and… more
- JPMorgan Chase (Charlotte, NC)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client ... enhance client relationships. **Job responsibilities** + Provide comprehensive client service by addressing inquiries, processing transactions, and… more
- JPMorgan Chase (Tampa, FL)
- …with their letter of credit needs, this could be the role for you! As a Senior Client Service Account Associate in The Trade and Working Capital Client ... East and Asia. You will maintain a passion for client service in everything you do. You...customers + Excellent communication skills with strong organizational and multi -tasking abilities + Comfortable working within tight deadlines +… more
- Bank of America (Jacksonville, FL)
- Client Service Associate Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/ Client - Service - Associate \_25030824) **Job Description:** Merrill Wealth… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Job Title: Senior Client Service Associate - SF! Location: San Francisco; Hybrid Salary: ... needs, and exceeding expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts + Work closely… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires ... excellent customer service skills, problem solving, attention to detail, multi...Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and… more