- Robert Half Finance & Accounting (San Francisco, CA)
- …to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | RIA | San Francisco | Hybrid | $80-100k Base ... a client -focused environment. Responsibilities: + Provide day-to-day client service and support + Assist with...custodians like Schwab/TDA, Fidelity, Pershing + Familiarity with Orion Advisor Technology is a plus + Strong background in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Apply 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 ... move. What We're Looking For + 5+ years minimum + Must have prior RIA client service experience + Strong attention to detail and organizational skills. +… 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 | ... the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office… 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 (San Francisco, CA)
- …Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate . You will support an exclusive group of ... when needed. + Act as the liaison between the advisor and various internal functions including client ...departments. Requirements + 3+ years of client service experience, ideally within a RIA or… more
- T. Rowe Price (San Francisco, CA)
- …updates, product trends, advisor preferences for both private and registered investment structures. Requirements Required: + Prior experience in private ... customer service and a comprehensive suite of investment management solutions to our diverse client ...of investment management solutions to our diverse client base which include Banks, Broker/Dealers, RIA ,… more