- Robert Half Finance & Accounting (San Jose, CA)
- Description If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service Associate Location: San Jose, CA 100% Onsite Salary: ... + Bonus (~20%) About the Company: This organization is a swiftly expanding investment advisory entity, managing assets valued billions of assets. The firm fosters a… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …for immediate consideration and additional info. Our client , an independent SEC Registered Investment Advisor , is dedicated to exceptional client ... 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
- 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 ... contributing to quarter-end reporting + Ensure precise execution of client service protocols Reach out to Michelle...custodians like Schwab/TDA, Fidelity, Pershing + Familiarity with Orion Advisor Technology is a plus + Strong background in… more
- Robert Half Finance & Accounting (San Jose, CA)
- …professional development. Competitive compensation. Awesome team. Responsibilities: + Providing excellent service to clients. + Helping out in client meetings. ... or Email for fastest consideration for this opportunity. Our client is a thriving wealth management firm in San...San Jose. They're known for their amazing growth, first-class service , and innovative use of technology. This firm offers… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and a united, supportive team. Responsibilities: + Assist Lead Advisors in delivering exceptional client service . + Act as the primary point of contact for all ... for immediate consideration and additional info. Join a fast-growing RIA dedicated to exceptional client satisfaction and...advocate effectively. + Work with internal teams to enhance client service processes and workflows. + Manage… more