- 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- ... 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
- 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 ... of the world's most sophisticated families seeking a Senior Client Service Associate to deliver...(no data entry) Requirements + 3-5+ years in UHNW client service (RIA, family office,… 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. ... This firm is redefining single‑ family offices, working with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management,… more
- HUB International (Newport Beach, CA)
- …workplace. I look forward to having many more years of being a part of the HUB family !" **_Clara - Client Service Associate_** **WE'LL TAKE CARE OF YOU.** We ... Client Services team members on various topics. + Manages and assists with client -related service issues and open enrollment meetings **WHAT YOU BRING TO THE… 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: ... projects and firm priorities as needed Requirements + Proven experience in client service , wealth management, or family office environments + Strong… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** As a **International Client Service Associate ** , you will service international (non-US residents) and domestic clients with all a ... subjects via the phone. . Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and...volunteering, and a 4-week sabbatical after 5 years of service + Paid parental leave and family … more
- Zions Bancorporation (Irving, TX)
- …We are looking for a dynamic, customer-focused individual to join our team as a ** Client Service Associate (Teller)** at our **North Irving Banking Center** ... security policies while maintaining confidentiality of bank records and client information. . Meet with Branch Service ...health and well-being, as well as that of your family , while supporting your career growth. . Medical, Dental… more
- Zions Bancorporation (Baytown, TX)
- …are looking for a dynamic, customer-focused individual to join our team as a ** Client Service Associate (Teller)** at our **Rollingbrook Banking Center** in ... security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service ...health and well-being, as well as that of your family , while supporting your career growth. + Medical, Dental… more
- Zions Bancorporation (Bacliff, TX)
- …looking for a dynamic, customer-focused individual to join our team as a **Part-time Client Service Associate (Teller)** at our **Bacliff Banking Center** in ... security policies while maintaining confidentiality of bank records and client information. + Meet with Branch Service ...health and well-being, as well as that of your family , while supporting your career growth. + Medical, Dental… more
- Citigroup (Rolling Hills Estates, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... 7/63 or 7/66 required **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family :** … more
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