Senior Client Associate
3 weeks ago
Assist Financial Advisor(s) with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate FA and client requests for account related information and/or Client Associate, Associate, Client Support, Senior, Client Service, Brokerage, Technology, Banking
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Senior Client Associate
4 weeks ago
San Francisco, United States Bailard Full timeJob DescriptionJob DescriptionAbout BailardFounded in 1969, Bailard is a values-driven independent wealth management and investment management firm with offices located in San Francisco and Foster City. Built by entrepreneurs and majority employee owned, Bailard attracts and retains talented individuals with intellectual curiosity, a passion for...
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Senior Client Associate
2 weeks ago
San Francisco, United States Bailard Full timeAbout BailardFounded in 1969, Bailard is a values-driven independent wealth management and investment management firm with offices located in San Francisco and Foster City. Built by entrepreneurs and majority employee owned, Bailard attracts and retains talented individuals with intellectual curiosity, a passion for excellence, and a capacity for...
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Tax Senior Associate
3 weeks ago
San Antonio, United States Weaver Full timeThe Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of...
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Activities Associate
3 hours ago
San Antonio, United States Five Star Senior Living Full timeKey Responsibilities The Opportunity We are actively looking to add a Lifestyle 360 Associate to our team. Lifestyle 360 is a holistic activities program for seniors built around the five dimensions of wellness: physical, social, emotional, intellectual, and spiritual. The Lifestyle 360 Associate will work with the Lifestyle 360 Director to assist in the...
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Tax Senior Manager
2 weeks ago
San Antonio, United States Weaver Full timeThe Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of...
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State and Local Indirect
7 days ago
San Antonio, United States Weaver Full timeThe Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of all...
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Full Time Marketing Associate
3 weeks ago
San Antonio, United States DES Full timeDerive Enterprise is seeking a vibrant, energetic, and dedicated Full Time Marketing Associate to join our growing team! Our firm has been in the San Antonio area and was founded on the principles of excellent customer service and a dedication to providing our clients with the highest quality of marketing, sales, and advertising services. Our goal is to...
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Full Time Marketing Associate
1 week ago
San Antonio, United States DES Inc Full timeJob DescriptionJob DescriptionDerive Enterprise is seeking a vibrant, energetic, and dedicated Full Time Marketing Associate to join our growing team! Our firm has been in the San Antonio area and was founded on the principles of excellent customer service and a dedication to providing our clients with the highest quality of marketing, sales, and advertising...
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Full Time Marketing Associate
2 days ago
San Antonio, United States DES Inc Full timeJob DescriptionJob DescriptionDerive Enterprise is seeking a vibrant, energetic, and dedicated Full Time Marketing Associate to join our growing team! Our firm has been in the San Antonio area and was founded on the principles of excellent customer service and a dedication to providing our clients with the highest quality of marketing, sales, and advertising...
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Senior Client Director
3 weeks ago
San Francisco, United States AKQA Inc Full timeSenior Client Director At AKQA, we believe in the imaginative application of art and science to create beautiful ideas, products and services. With an entrepreneurial and collaborative approach, we design adaptive digital services and applications that capture the imagination, delivering impressive returns for our clients. A champion for excellence...
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Associate, Client Services
3 weeks ago
San Francisco, United States Harrison Gray Search & Consulting Full timeJob DescriptionJob DescriptionHarrison Gray Search has partnered with a San Francisco-based private investment office seeking an Associate on their Client Services team in San Francisco.In addition to their role as an investment manager, our client serves as a full-service Family Office. Our client's success as an investor has been based upon the values...
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Senior Client Service Associate
3 weeks ago
San Diego, United States TalentLink Solutions Full timeOur firm is a $450M+ Registered Investment Advisor in beautiful downtown San Diego, specializing in ultra-high net-worth individuals and families. We function as a multi-family office and are looking the one person that can run our client service and operations. Being a small team, this role is critical to our success! You will be responsible for portfolio...
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Senior Tax Manager
3 weeks ago
San Antonio, United States SPR P.C. Full timeJob Description Job Description Salary: WHY: We exist to grow family legacies, and in doing so, will redesign the structure of public accounting. HOW: Through passion, generosity, and expertise. WHAT: We are accountants that offer concierge-level service. The senior manager will help us carry out our mission by 1) having a passion to learn, 2) having a...
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Senior Client Service Associate
5 hours ago
San Diego, United States TalentLink Solutions Full timeOur firm is a $450M+ Registered Investment Advisor in beautiful downtown San Diego, specializing in ultra-high net-worth individuals and families. We function as a multi-family office and are looking the one person that can run our client service and operations. Being a small team, this role is critical to our success! You will be responsible for portfolio...
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San Antonio, United States Senior Path Specialists, LLC Full timeJob DescriptionJob DescriptionMake a difference caring for elderly! Senior Path Specialists in San Antonio, TX is looking for Live-In Caregivers to join our strong team. Our ideal candidate is self-driven, punctual, and reliable. We offer $2420 per month (22 day minimum ) includes all living expenses and food. Benefits include medical and dental. No need...
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Wealth Management Client Associate
3 weeks ago
San Antonio, United States Bank of America Full timeDescription : This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations...
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Private Wealth Client Associate
3 weeks ago
San Antonio, Texas, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
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Senior Tax Manager
5 days ago
San Antonio, United States SPR P.C. Full timeJob DescriptionJob DescriptionSalary: WHY: We exist to grow family legacies, and in doing so, will redesign the structure of public accounting.HOW: Through passion, generosity, and expertise.WHAT: We are accountants that offer concierge-level service.The senior manager will help us carry out our mission by 1) having a passion to learn, 2) having a passion to...
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Senior Tax Manager
3 weeks ago
San Antonio, United States SPR P.C. Full timeJob DescriptionJob DescriptionSalary: WHY: We exist to grow family legacies, and in doing so, will redesign the structure of public accounting.HOW: Through passion, generosity, and expertise.WHAT: We are accountants that offer concierge-level service.The senior manager will help us carry out our mission by 1) having a passion to learn, 2) having a passion to...
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Senior Research Associate
2 weeks ago
South San Francisco, United States Bayside Solutions, Inc. Full timeBayside Solutions is seeking a Senior Research Associate to be part of our client' s team in South San Francisco. This is an opportunity to work with the largest privately held pharmaceutical corporation in the world and ranks among the world' s 20 l Research, Associate, Senior, Technology, Staffing, Pharmaceutical, Benefits, Biology