Client Service Specialist
2 days ago
Evergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. As a Client Service Specialist, you will be responsible for opening accounts, transferring assets, and other account maintenance requests. You will serve as the liaison between the company and its custodian partners, providing ongoing day-to-day support to high-net-worth clients and responding to client requests in a timely manner.
Key Responsibilities:- Investigate and answer operationally driven client inquiries
- Provide ongoing day-to-day support to high-net-worth clients
- Respond to client requests in a timely manner
- Serve as a primary liaison between the company and custodian partners
- Complete daily administrative tasks and update internal systems
- A minimum of 3-5 years of RIA Operations/Client Service experience
- Basic financial services knowledge/experience
- Notary Public (or willing to obtain this after employment)
- Bachelor's degree
- CRM, portfolio account software, and custodian web-interface experience required
- A competitive compensation package
- A benefits package
- Professional growth opportunities
Evergreen Services Group is an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, religion, sex, gender, gender identity, gender expression, national origin, ancestry, age, physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
-
Client Service Specialist
4 weeks ago
San Francisco, California, United States SourcePro Search, LLC Full time{"title": "Client Service Specialist", "description": "Job SummaryWe are seeking an experienced Client Service Specialist to join our team at SourcePro Search, LLC. This role will be responsible for providing exceptional client service and support to our clients.Key ResponsibilitiesMaintain a consistent physical presence to facilitate an interactive and...
-
Client Service Specialist
3 weeks ago
San Francisco, California, United States Evergreen Services Group Full timeJob DescriptionEvergreen Services Group is a leading holding company that acquires and operates B2B services companies across North America. As a Client Service Specialist, you will play a critical role in supporting the success of our operating companies in the wealth management space.Key ResponsibilitiesInvestigate and respond to client inquiries in a...
-
Client Service Specialist
2 days ago
San Francisco, California, United States Evergreen Services Group Full timeAbout Evergreen Services GroupEvergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. With a strong focus on people-first mission, we aim to create a long-term oriented environment that fosters growth and innovation.Job DescriptionAs a Client Service Specialist at an...
-
Claims Client Service Specialist
2 weeks ago
San Francisco, California, United States Marshall & Sterling Inc Full timeJob Title: Claims Client Service SpecialistWe are seeking a highly skilled Claims Client Service Specialist to join our team at Marshall & Sterling Inc. As a Claims Client Service Specialist, you will be responsible for providing exceptional service to our clients by fulfilling major responsibilities such as reviewing policy coverage, identifying areas for...
-
Client Services Specialist
2 weeks ago
San Francisco, California, United States Synergy Management Group Full timeAbout Synergy Management GroupSynergy Management Group is a premier boutique consulting firm that specializes in providing outsourced/fractional corporate finance and growth strategy consulting services to institutional investors (private equity & venture capital) portfolio companies and growing businesses across various industries.Job OverviewWe are seeking...
-
Client Service Specialist
4 weeks ago
San Dimas, California, United States ADP Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Service Specialist to join our team at ADP. As a Client Service Specialist, you will be the primary point of contact for our clients, providing exceptional support and guidance to help them achieve their goals.Key ResponsibilitiesProvide timely and effective support to clients through various...
-
Hair Color Bar Client Service Specialist
3 weeks ago
San Francisco, California, United States Madison Reed Hair Color Bar Full timeJob OverviewAt Madison Reed Hair Color Bar, we are seeking a highly skilled Client Service Specialist to join our team. As a Client Service Specialist, you will be responsible for providing exceptional customer service to our guests, ensuring a seamless experience from arrival to departure.Key Responsibilities:Provide outstanding customer service, addressing...
-
Client Service Specialist
2 days ago
San Rafael, California, United States Umpqua Bank Full timeAbout UsUmpqua Bank is a leading western-based regional bank with a strong presence in the Pacific Northwest. With over 5,000 employees, we offer a wide range of banking services to customers across the nation. Our commitment to our associates, customers, and communities is unwavering, and we strive to create a great place to work by offering a special brand...
-
Client Service Specialist
3 weeks ago
San Mateo, California, United States Summitry Full timeJob Title: Client Service SpecialistSummitry is a Bay Area wealth management firm seeking a highly skilled Client Service Specialist to join our team. As a key member of our operations team, you will be responsible for providing exceptional client service, ensuring seamless account maintenance, and serving as a liaison between Summitry and our custodian...
-
Client Service Specialist
3 weeks ago
San Francisco, California, United States ICONIQ Capital Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Client Service Analyst to join our team at ICONIQ Capital. As a key member of our client team, you will be responsible for delivering exceptional service to our ultra-high-net-worth clients in a fast-paced and dynamic environment.Key ResponsibilitiesClient Service: Provide high-touch,...
-
Client Service Specialist
3 weeks ago
San Francisco, California, United States ICONIQ Capital Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Client Service Analyst to join our team at ICONIQ Capital. As a key member of our client team, you will be responsible for delivering exceptional service to our ultra-high-net-worth clients in a fast-paced and dynamic environment.Key ResponsibilitiesProvide high-touch, proactive service in...
-
San Francisco, California, United States BCforward Full timeJob Title: Lead Specialist-Comm Client Services- Asset RecoveryBCforward is seeking a highly motivated Lead Specialist-Comm Client Services- Asset Recovery for an opportunity in Brooklyn, OH.Job Summary:The Lead Specialist is responsible for commercial client support functions through telephone or written requests, the timely processing of commercial...
-
Client Relationship Specialist
3 days ago
San Francisco, California, United States Charles Schwab Full timeUnlock Your Potential with Charles SchwabAs a Client Relationship Specialist at Charles Schwab, you'll play a vital role in delivering exceptional client experiences and driving the success of our local branch. This is an exciting opportunity to bring your passion for customer service to a dynamic and innovative company that values growth and development.Key...
-
Client Service Specialist
3 days ago
San Ramon, California, United States Madison Reed Hair Color Bar Full timeJob DescriptionJob Title: Client Service SpecialistJob Summary:We are seeking a highly motivated and customer-focused Client Service Specialist to join our team at Madison Reed Hair Color Bar. As a Client Service Specialist, you will be responsible for providing exceptional guest experiences, ensuring seamless interactions between guests and our team, and...
-
Client Billing Specialist
4 weeks ago
San Francisco, California, United States Elgen Staffing Full timeOur client, a leading litigation law firm with offices throughout the Northeast, is seeking a skilled Client Billing Specialist to provide exceptional support to their billing attorneys and clients.The ideal candidate will be responsible for serving as the primary contact for billing-related matters, ensuring seamless communication and timely resolution of...
-
Division Director of Client Services
2 weeks ago
San Francisco, California, United States Social Service Staffing & Recruiting, Inc. Full timeJob SummaryThe Division Director of Client and Clinical Services is a key leadership position responsible for overseeing the agency's client services and practice model. This role requires a strategic thinker who can implement and guide initiatives for mental health, harm reduction, and case management practice.Key Responsibilities:Develop and implement...
-
Client Services Technical Specialist
4 weeks ago
San Diego, California, United States Corelation Full time{"title": "Technical Support Role", "description": "At Corelation, we're seeking a skilled Technical Support Engineer to join our team. As a key member of our Client Services team, you'll be responsible for handling technical escalations and advanced inquiries. Your expertise will be invaluable in supporting our clients and vendors, and you'll have the...
-
Client Services Specialist
2 weeks ago
San Marcos, California, United States Rev Agency LLC Full timeAbout Avoya TravelAvoya Travel is a leading travel company that connects travelers with travel experts to bring vacation dreams to life. Our patented platform and business model enable us to provide unique travel experiences and exclusive deals to our customers.We are seeking a talented Client Services Specialist to join our team in the travel industry. As a...
-
Client Services Technical Specialist
3 weeks ago
San Diego, California, United States Corelation Full timeAbout CorelationRanked Top Workplaces in San Diego in 2021, we live and work by our core values of integrity, collaboration, innovation, respect, and service.Corelation cares about each employee, which is exemplified through its competitive pay and outstanding benefits package. Our generous 401K retirement plan, extensive paid time off policy, and...
-
Hair Color Bar Client Service Specialist
3 weeks ago
San Francisco, California, United States Madison Reed Hair Color Bar Full timeJob OverviewAt Madison Reed Hair Color Bar, we're seeking a Client Service Specialist to provide exceptional guest experiences from arrival to departure. As a liaison between guests and our Hair Color Bar team, you'll be the face of our brand, ensuring seamless interactions and exceeding customer expectations.This role is perfect for individuals who thrive...