- 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
- Aristotle Capital Management (Newport Beach, CA)
- …5 years of relevant financial services work experience: required. + Experience in investment management or client service /sales support within the financial ... to inbound calls and emails as well as other client service requests. Organization, professionalism and the...Services, LLC, are affiliated organizations. Each is an independent investment adviser separately registered under the … more
- Robert Half Finance & Accounting (Mountain View, CA)
- …wealth management solutions. This role combines technical expertise, leadership, and exceptional client service . You will work closely with senior advisors, ... aligned with their goals. What You'll Do + Build and maintain lasting client relationships through trust and proactive engagement. + Review and finalize financial… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …management solutions. This position blends technical expertise, leadership, and exceptional client service . You'll collaborate with senior advisors, mentor team ... skills. Other Skills & Attributes + High integrity and unwavering commitment to client service excellence. + Organized, detail-oriented, and capable of managing… 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