- Robert Half Finance & Accounting (San Francisco, CA)
- …who thrive in a client -focused environment. Responsibilities: + Provide day-to-day client service and support + Assist with meeting preparation and ... CRM records, contributing to quarter-end reporting + Ensure precise execution of client service protocols Reach out to Michelle Espejo via LinkedIn or email for… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …, an independent SEC Registered Investment Advisor, is dedicated to exceptional client service and community engagement. This opportunity offers a supportive, ... with custodians, accountants, and lenders. + Provide prompt, attentive client support and maintain accurate CRM records. + Oversee... support and maintain accurate CRM records. + Oversee client billing and drive process improvements. Reach out to… more