- Robert Half Finance & Accounting (Pleasanton, CA)
- …If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service Associate Location: Pleasanton Salary: 75k-85k About the ... organizations. Key Responsibilities: + Serve as the primary contact for clients, facilitating client activity and handling daily service needs. + Responsible for… more
- Citizens (San Francisco, CA)
- …focusing on each client 's unique circumstances. The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support ... gold glove experience to clients that results in long-term client loyalty to join our growing team. Additionally, a...Wealth Manager Teams. The CSA leads onboarding and service for new and existing clients. The incumbent is… more
- Bank of America (San Francisco, CA)
- Wealth Management Seasonal Client Associate San Francisco, California **Job Description:** Merrill Wealth Management is a leading provider of ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Morgan Stanley (San Francisco, CA)
- …Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate * **Location:** *California-San Francisco* **Requisition ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Morgan Stanley (San Francisco, CA)
- …* Coordinates enrollment campaigns/meetings for existing clients * Assigns work to team's Client Service Associate as appropriate * Cultivates and develops ... accurately to client questions and concerns. The Wealth Management Associate is an integral member...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… more
- Citigroup (San Francisco, CA)
- …of banking and wealth management solutions to our clients + Provide complete service support to client , including solving complex client inquiries + ... The Associate Banker SAFE Act is a seasoned professional...with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to… more
- Fox Rothschild LLP (San Francisco, CA)
- …and meaningful. We set high standards for our work product and client service . We function collaboratively, including working closely with attorneys, ... **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for our San Francisco office.… more
- Morgan Stanley (Walnut Creek, CA)
- …workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Walnut Creek* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional ... to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis. Through regular… more
- Morgan Stanley (Oakland, CA)
- …its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Client Service Associate **Location:** *California-Oakland* **Requisition ... *POSITION SUMMARY* Client Service Associates provide exceptional ...to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through… more
- JPMorgan Chase (San Francisco, CA)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... offers US based clients and their advisors the personalized service of a dedicated wealth management business...will establish, maintain, and build relationships while delivering exceptional client service . In this role you will… more
- Citigroup (San Francisco, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely… more
- Morgan Stanley (San Francisco, CA)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Business Development Associate **Location:** ... *POSITION SUMMARY* The Business Development Associate participates in the team's overall business development and marketing as well as the design and updating of… more
- KPMG (San Francisco, CA)
- **Business Title:** Advisory Senior Associate , Strategy | Multiple Locations Fall 2025 **Requisition Number:** 117514 - 11 **Function:** Advisory **Area of ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do notanticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (San Francisco, CA)
- **Business Title:** Advisory Associate , Deal Advisory - Financial Due Diligence | Multiple Locations Winter 2026 **Requisition Number:** 117492 - 11 **Function:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do notanticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (San Francisco, CA)
- **Business Title:** Senior Associate , Workday Projects/Assets/Customers Lead **Requisition Number:** 112679 - 11 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (San Francisco, CA)
- …an accredited university + Experience with large project management including managing multiple client engagements and client service teams preferred + ... **Business Title:** Senior Associate , WNT - Economic and Valuation Services -...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (San Francisco, CA)
- …balance multiple engagements, play a positive role in well-functioning and collegial client service teams, maintain professionalism, and provide excellent ... **Business Title:** Senior Associate , International Tax - Asset Management **Requisition Number:**...client service KPMG complies with all local/state regulations regarding displaying… more
- Robert Half Finance & Accounting (Lafayette, CA)
- …career growth + Fun and energetic work culture Requirements Key requirements + 1-3 years of client service experience + Series 65 or ability to get it in 6 ... under Charlie O'Brien and email me your resume. Our client is an employee-owned wealth management firm...client needs first. Responsibilities: + Support lead and associate advisors as their book of clients continues to… more
- KPMG (San Francisco, CA)
- **Business Title:** Sr. Associate , Workday Prism **Requisition Number:** 118191 - 11 **Function:** Advisory **Area of Interest:** **State:** CA **City:** San ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Cater2.me (San Francisco, CA)
- …we decided it was time to revamp catering by opening up access to this amazing wealth of local gourmet food. We've set out on a mission to connect companies with the ... relationships through a mix of technology and committed customer service . No longer are you only able to read...delivery, set-up, and overall experience for them. As our Associate , you will be the main point of contact… more