Senior Client Service Associate

Job DescriptionWe are a leading financial planning practice in the San Francisco Financial District, seeking an experienced Client Service Associate to support our advisors and clients. As a key member of our team, you will be responsible for delivering exceptional client service, ensuring seamless account management, and contributing to our continued...

Client Service AssociateAt BNY Mellon, we're seeking a talented Client Service Associate to join our Wealth Management team. As a key member of our team, you'll be responsible for delivering exceptional client service, working closely with Wealth Managers to support day-to-day operational and technical responsibilities, and producing high-quality investment...

Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to support our financial advisors and clients. The ideal candidate will have a strong working knowledge of industry software, systems, and processes, as well as excellent communication and interpersonal skills.The Client Service Associate will be responsible for...

Unlock Your Potential as a Client Service AssociateWe are seeking a highly motivated and results-driven Client Service Associate to join our team at Business Development Firm. As a key member of our sales team, you will play a critical role in driving business growth and delivering exceptional customer experiences.Key Responsibilities:Prospect for new...

Job DescriptionWe are a dynamic financial planning practice seeking a highly organized and detail-oriented Client Service Associate to support our advisors and clients. As a key member of our team, you will be responsible for ensuring seamless client experiences, from onboarding to ongoing support.Key Responsibilities:Communicate with clients to process...

About the RoleWe are seeking a highly motivated and detail-oriented Client Service Associate to join our Wealth Management team. In this role, you will be responsible for delivering exceptional client service and support to high net worth individuals and families.Key ResponsibilitiesDeliver a white glove experience for clients, from account opening and...

Business Title:Senior Associate, Business Tax Services - Private EnterpriseRequisition Number:Not ApplicableFunction:Tax ServicesArea of Interest:Tax AdvisoryState:CaliforniaCity:San FranciscoDescription:At KPMG, you will have the opportunity to work with a dynamic team at one of the world's top tax firms, providing tax compliance and advisory services to...

Senior Client Service AssociateA unique opportunity to excel in a dynamic and award-winning independent RIA with a strong culture and national presence.About Miracle Mile AdvisorsMiracle Mile Advisors is a nationally-ranked investment advisory firm with offices across the country. We specialize in providing sophisticated financial planning and investment...

Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a key member of our operations team, you will play a critical role in supporting our financial advisors and clients by providing exceptional administrative support and ensuring the smooth operation of our client accounts.Key...

About The Trade DeskThe Trade Desk is a leading media buying platform that helps global brands and their agencies deliver a more insightful and relevant ad experience for consumers. Our innovative platform sets a new standard for global reach, accuracy, and transparency.Job DescriptionWe are seeking a talented Client Services Associate to join our team. As a...

About the RoleWe're seeking a seasoned Senior Director, Client Services to lead our cross-functional team in delivering innovative work for a creative technology giant. As a trusted advisor, you'll own the relationship, success, and growth for this exciting new client, leveraging your expertise in social media marketing and brand strategy to drive key...

About the RoleWe are seeking a highly skilled Senior Director of Client Services to join our team at Arietis Health. As a key member of our leadership team, you will be responsible for developing and managing client relationships, ensuring client satisfaction, and driving business growth.Key ResponsibilitiesManage all aspects of the business relationship...

About the RoleWe're seeking a seasoned Senior Account Director to lead our cross-functional team in delivering innovative work for a creative technology giant. As a key member of our team, you'll own the relationship, success, and growth for this exciting new client. You'll juggle competing priorities, from pricing to resourcing, as you grow your revenue and...

About the RoleThe Client Services Associate II is a key member of the Guardant Health team, responsible for providing exceptional support to clients and patients in their territory. This role requires strong communication and problem-solving skills, as well as the ability to work collaboratively with other team members to achieve department goals.Key...

Business Title: Senior Associate, Business Tax Services - Private EnterpriseRequisition Number:Function: Tax ServicesArea of Interest:State:CACity: San FranciscoDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's...

Job SummaryThe Licensed Client Service Associate is a key role within Citigroup Inc., responsible for delivering exceptional wealth management services to clients. This position requires a strong understanding of industry standards and practices, as well as excellent analytical and communication skills.Key ResponsibilitiesDeliver wealth management services...

Job SummaryWe are seeking a highly skilled Senior Client Services Specialist to join our dynamic team at the Santa Clara County Housing Authority. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, working closely with the administration of rental assistance programs, and collaborating with team...

Job SummaryThe Licensed Client Service Associate is a developing professional role that integrates in-depth specialty knowledge with a solid understanding of industry standards and practices. This role requires good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family. The ideal candidate...

About the RoleWe are seeking a highly skilled and experienced Senior Client Director to join our team at AKQA. As a champion for excellence and enduring client relationships, you will be responsible for nurturing and building senior client relationships founded on shared values and aspirations.Key ResponsibilitiesDevelop and execute strategic plans to drive...

Job SummaryWe are seeking a highly skilled Senior Tax Associate to join our team at Grant Thornton. As a Senior Tax Associate, you will play a key role in delivering a full range of tax planning, consulting, and compliance services to our clients.You will work closely with our Income/Franchise Tax team to provide expert advice and guidance on tax matters,...