- BlackRock (San Francisco, CA)
- …5,500 skilled engineers, financial modelers, and data experts supporting Aladdin The Aladdin Client Experience team is the global client services ... fun, innovative, and inclusive team atmosphere **About this role** Our Aladdin Client Experience team strives to offer outstanding service. Client Success… more
- Banfield Pet Hospital (Walnut Creek, CA)
- … and the hospital team. It is equally important to remember that every Banfield associate influences a client 's experience and they should feel comfortable ... a client 's problem when it is reported to you improves a client 's overall experience and keeps them loyal. It is important to remember that the "problem"… more
- WTW (San Francisco, CA)
- …Together, we unlock potential. Learn more at **wtwco.com** . **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the ... development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client... Client Advocate is to provide an exceptional client experience , with a primary focus on… more
- CIBC (San Francisco, CA)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions ... about resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment… more
- Citizens (San Francisco, CA)
- …are looking for added support to help us continue exceeding expectations. As a Registered Client Associate on this team, you will play a pivotal role in ... Wealth Managers and Client Relationship Managers to ensure a seamless client experience and provide administrative and operational support to meet client … more
- IBM (San Francisco, CA)
- …our AskHR HR transformation, which we call our "HR Client Zero Story". As the HR Client Zero COC Associate , you will tell the HR Client Zero story to ... **Introduction** BM Consulting is seeking a HR Client Zero Talent COC Strategy Practitioner within the...clients can design, build and implement their own "AskHR" experience . **Your role and responsibilities** Provide junior support on… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… 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 ... Looking For + Bachelor's degree required. + 6-8 years of experience in client -facing roles within wealth management or family office environments (must-have). +… 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 ... Looking For + Bachelor's degree required. + 6-8 years of experience in client -facing roles within wealth management or family office environments (must-have). +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Senior Client Associate About the Role We're seeking a Senior Client Associate ... For + Bachelor's degree required + MUST HAVE 6-8 years of experience in client -facing roles within wealth management or family office environments. + Strong… 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 ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …today and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Associate About the Role We're seeking a Client Service ... We're Looking For + 5+ years minimum + Must have prior RIA client service experience + Strong attention to detail and organizational skills. + Ability to work… more
- Navient (San Francisco, CA)
- …our mission, read more below, and let's build something great together! **The** ** Client Happiness Associate , Conversion & Sales** **will report into the ... Origination Leadership team** **.** **As the** ** Client Happiness Associate , Support & Sales,** **you...2-3 years of relevant sales and or customer success experience in relationship or consultative sales. + Strong communication… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …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 Service ... executives and professionals. In this role, you'll deliver exceptional client service and operational support, including account administration, transaction… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate . You will support an exclusive group of high-net-worth ... follow-up with custodians and internal departments. Requirements + 3+ years of client service experience , ideally within a RIA or wealth management firm. + … 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 | RIA | San Francisco | Hybrid | $80-100k ... is a prominent wealth management firm with a legacy of long-standing client relationships spanning generations and managing approximately $2 billion in assets, has… more
- JPMorgan Chase (Lafayette, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked ... with delivering exceptional client service, operational marketing, and administrative support to our...package including base salary determined based on the role, experience , skill set and location. Those in eligible roles… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | Hybrid ... Espejo via email or LinkedIn. Requirements + Bachelor's degree + 4+ years in client -facing roles (family office or wealth management experience ONLY) + Strong… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate . This is an opportunity to join a firm that ... on internal projects, process improvements, and firm-wide priorities Requirements + Experience in client service within wealth management, investment advisory,… more
- JPMorgan Chase (San Francisco, CA)
- …with catering partners and back-of-house staff; lead weekly BEO meetings + Survey client experience and recommend solutions based on feedback + Manage financials ... The JP Morgan Private Bank Client Center Team leads the operation of the...ensuring that guests and visitors have a first class experience from the time they enter to the time… more