Client Service
1 day ago
Client Service & Capital Formation - Analyst Stockbridge San Francisco Office, San Francisco, California, United States of America Job Description Posted Friday, November 22, 2024 at 8:00 AM Analyst, Client service & capital formation Stockbridge is a real estate investment management firm led by seasoned senior professionals averaging 25+ years of real estate industry experience. The firm was founded in 2003 and manages real estate equity investments across the risk spectrum within a variety of investment structures on behalf of U.S. and foreign institutional investors. Stockbridge has approximately $33.6 billion of assets under management spanning all major real estate property types, and certain specialty property types with an emphasis on residential and industrial space throughout the United States. The firm has offices in San Francisco, Atlanta, Chicago, Denver, Dallas, and Phoenix. Opportunity and Position Summary: Stockbridge is currently seeking a Client Service & Capital Formation Analyst, preferably with 1 to 3 years of experience producing and managing the distribution of client-facing materials for firm(s) in real estate, broader financial services, or related industries. Reporting to the Client Service & Capital Formation Manager and interfacing regularly with senior leadership, the Analyst will be a “go-to” source for creating materials used to help attract new investors and nurture existing investor relationships. The ideal candidate is one-part marketer, one-part project manager, with very strong communication and organizational skills. Primary Duties and Responsibilities: Working in close collaboration with the Manager and senior leadership, this role will design, produce, and edit print marketing and client communications for both new product offerings and existing investment vehicles (e.g., presentations, quarterly client reports, case studies). Synthesize investment strategy and research findings into creative visuals that effectively convey complex concepts. Serve as a central point of contact for marketing materials production, ensuring consistency with the firm’s brand standards. Maintain and update a centralized database of firm statistics, track record, and other information utilized in RFPs and firm marketing. Own the distribution of client materials, including tracking client communications in the firm’s CRM database. Assist in the preparation of client due diligence materials, such as RFPs, questionnaires, and responses to client follow-up requests. Assist in the planning and coordination of investor meetings, as well as certain internal senior leadership meetings. Assist in maintaining the firm’s website. Skills and Competencies: BA or BS degree from an accredited institution. Preferably 1 – 3 years of marketing, communications, client relations, or design experience, with a firm in the real estate or broader financial services industry a strong plus. Familiarity with key real estate and/or financial metrics and concepts a plus. Ability to work cross-functionally with a range of departments and develop relationships in a fast-paced organization. Ability to prioritize, coordinate, multi-task, and demonstrate initiative, often under tight deadlines and with multiple stakeholders. Excellent written and verbal communication skills; strong editing and proofreading skills with careful attention to detail. Experience designing and producing print marketing collateral, particularly for a sophisticated audience. Mastery of Microsoft PowerPoint and Word; strong proficiency in Excel. A knack for visual storytelling through graphics (experience with Adobe InDesign and Photoshop is a plus). Familiarity with the financial services industry regulatory environment is a plus. Compensation: Competitive. The base pay scale for this position is $90,000 to $110,000 annually. Stockbridge’s base pay scale depends on geographic location, business line, years of experience, and other qualifications of the successful candidate. The base pay scale is accurate as of the date of this posting. Stockbridge reserves the right to modify this information at any time, subject to applicable law. #J-18808-Ljbffr
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Client Services Director
1 month ago
San Francisco, United States Unreal Gigs Full timeIntroduction:Are you a strategic leader with a passion for delivering exceptional service and building long-term client relationships? Do you have the expertise to oversee client accounts, ensure service excellence, and drive business growth? If you’re a client-focused professional who excels at aligning services with client needs while fostering team...
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Client Service Associate
5 days ago
San Francisco, California, United States JOHN KING CHAINS USA INC Full timeJob SummaryThe Private Wealth Management Professional will play a key role in delivering exceptional client service and support to ultra-high net worth clients. This individual will assist in developing and implementing customized solutions for clients across lifestyle management, philanthropy, investments, financial operations, and wealth...
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Client Services Executive
5 months ago
San Francisco, United States AEG Full timeCLIENT SERVICES EXECUTIVEAbout Us Bay FC is the first NWSL team in the Bay Area. Co-founded by four U.S. Women's National Team legends-Brandi Chastain, Aly Wagner, Danielle Slaton, and Leslie Osborne-in partnership with global investment firm Sixth Street, Bay FC is changing the face of women's soccer as we know it. Beginning play in the 2024 season, we are...
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Client Service Manager
7 days ago
San Francisco, California, United States Miracle Mile Advisors Full timeAbout UsMiracle Mile Advisors is a leading independent RIA with offices across the US. Our mission is to provide exceptional financial planning and investment advice to high-net-worth families.Job ResponsibilitiesThe successful candidate will have the following responsibilities:Support advisory teams with operational and administrative tasksAct as a primary...
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Client Service Representative
5 days ago
San Francisco, United States Alera Group Full timeAbout the Role:Alera Group is seeking a skilled Client Service Representative to support our team in delivering exceptional customer experiences. As a key member of our team, you will be responsible for providing timely and thorough responses to client needs, adhering to established departmental expectations, and ensuring the smooth operation of...
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Director of Client Services
3 months ago
San Francisco, United States Kinect Full timeOur client, a leading cloud technology firm, is seeking an experienced Director of Client Services to oversee client relationships and ensure the highest levels of service delivery. This hybrid role requires working both onsite and remotely, balancing client interaction with team leadership. The Director of Client Services will drive client satisfaction,...
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Client Services Specialist
7 days ago
San Francisco, California, United States Citigroup Inc Full timeAt Citigroup Inc., we are seeking a talented Client Services Specialist to join our team. As a developing professional role, this position integrates in-depth specialty knowledge with a solid understanding of industry standards and practices. The successful candidate will demonstrate good understanding of how the team and area integrate with others in...
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Client Reporting Services Analyst
4 months ago
San Francisco, United States Collabera Full timeAbout Collabera: Established in 1991, Collabera is one of the fastest growing end-to-end information technology services and solutions companies globally. As a half a billion dollar IT company, Collabera's client-centric business model, commitment to service excellence and Global Delivery Model enables its global 2000 and leading mid-market clients to...
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Client Services Coordinator, Veterinary
4 weeks ago
San Francisco, United States Ethos Veterinary Health Full timeClient Service Coordinator – Veterinary – San Francisco Who we are: SAGE San Francisco holds a deep appreciation for animals, fueled by sincere love and admiration for their extraordinary nature. Our devotion is directed towards pets and their families, delivering utmost care with kindness and profound respect. Rooted in scientific knowledge, we thrive...
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Client Services Coordinator, Veterinary
1 month ago
San Francisco, United States Ethos Veterinary Health Full timePart-Time Client Service Coordinator – Veterinary – San Francisco Who we are: SAGE San Francisco holds a deep appreciation for animals, fueled by sincere love and admiration for their extraordinary nature. Our devotion is directed towards pets and their families, delivering utmost care with kindness and profound respect. Rooted in scientific knowledge,...
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Client Services Coordinator, Veterinary
4 weeks ago
San Francisco, United States Ethos Veterinary Health Full timeClient Service Coordinator - Veterinary - San Francisco Who we are:SAGE San Francisco holds a deep appreciation for animals, fueled by sincere love and admiration for their extraordinary nature. Our devotion is directed towards pets and their familie Client Service, Coordinator, Customer Service, Animal Care, Business Services, Client
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Client Services Coordinator, Veterinary
2 weeks ago
San Francisco, United States Ethos Veterinary Health Full timePart-Time Client Service Coordinator – Veterinary – San Francisco Who we are: SAGE San Francisco holds a deep appreciation for animals, fueled by sincere love and admiration for their extraordinary nature. Our devotion is directed towards pets and their families, delivering utmost care with kindness and profound respect. Rooted in scientific knowledge,...
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Registered Client Service Associate
1 day ago
San Francisco, United States Threadneedle group Full timeRanked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leveraging your analytical skills to build financial plans, and leading client interactions to retain and develop deeper relationships. At Ameriprise Financial, we...
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Associate, Client Service I
4 weeks ago
San Francisco, United States BNY Mellon Full timeJob Description At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients...
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Client Services Coordinator, Veterinary
2 months ago
San Francisco, United States Ethos Veterinary Health Full timePart-Time Client Service Coordinator - Veterinary - San Francisco Who we are:SAGE San Francisco holds a deep appreciation for animals, fueled by sincere love and admiration for their extraordinary nature. Our devotion is directed towards pets and their families, delivering utmost care with kindness and profound respect. Rooted in scientific knowledge, we...
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Client Services Coordinator, Veterinary
3 months ago
San Francisco, United States Ethos Veterinary Health Full timePart-Time Client Service Coordinator - Veterinary - San Francisco Who we are: SAGE San Francisco holds a deep appreciation for animals, fueled by sincere love and admiration for their extraordinary nature. Our devotion is directed towards pets and their families, delivering utmost care with kindness and profound respect. Rooted in scientific knowledge, we...
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Client Service Associate
2 months ago
San Francisco, United States TalentLink Solutions Full timeWe are a $200M+ financial planning practice in the beautiful San Francisco Financial District. We have recently opened as a fee-only RIA and have the pleasure of supporting over 125 multi-generational households. We have deep relationships with our clients and help them with complex topics like estate planning or trust situations. We build trusted...
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Client Service Technical Lead
2 months ago
San Francisco, United States Dodge & Cox Full timeDodge & Cox is seeking an experienced, highly skilled technical lead to join our innovative client service technology team. The ideal candidate would have experience in asset management, is technical and comfortable building a technology strategy and is hands-on. Some of the projects in focus include enhancing our website, implementing a content management...
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Client Service Associate
1 month ago
San Francisco, United States TalentLink Solutions Full timeWe are a $200M+ financial planning practice in the beautiful San Francisco Financial District. We have recently opened as a fee-only RIA and have the pleasure of supporting over 125 multi-generational households. We have deep relationships with our clients and help them with complex topics like estate planning or trust situations. We build trusted...
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Client Services Coordinator, PT Veterinary
7 days ago
San Francisco, United States Ethos Veterinary Health Full timePart-Time Client Service Coordinator – Veterinary – San Francisco Who we are: SAGE San Francisco holds a deep appreciation for animals, fueled by sincere love and admiration for their extraordinary nature. Our devotion is directed towards pets and their families, delivering utmost care with kindness and profound respect. Rooted in scientific knowledge,...
