- Robert Half Finance & Accounting (San Francisco, CA)
- …and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're seeking an experienced Client ... processes to enhance the client experience. Key Responsibilities + Handle client service requests (account openings, transfers, ACH, RMDs, stock donations).… 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 Specialist About the Role We're looking for an experienced ... Client Service Specialist to join a boutique wealth management firm. This is primarily a back-office role with some client interaction via email and… more