Client Service Associate
5 days ago
The 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 planning.
Responsibilities- Provide high-touch, proactive service in delivering solutions for all aspects of client relationships
- Assist with timely communication and execution of financial planning strategies
- Partner with internal teams to implement operations for client matters
- Bachelor's degree with a minimum 3.2 GPA
- Organized and detail-oriented with ability to manage and complete multiple tasks simultaneously
- Strong communication skills both written and verbal
- Excellent interpersonal skills, enthusiasm, and a strong aptitude for learning
- Comprehensive Medical, Dental and Vision Insurance
- Life and disability insurance coverage as well as family and wellness benefits
- A matching 401(k) program
- Commuter Benefits program
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Client Service Specialist
24 hours ago
San Francisco, California, United States Citigroup Inc Full timeAbout the JobThe Licensed Client Service Associate is a developing professional role integrating in-depth specialty knowledge with a solid understanding of industry standards and practices. As a key member of our team, you will be responsible for delivering exceptional client service and supporting the growth of our wealth management business.Key...
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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 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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Financial Service Associate Specialist
3 days ago
San Francisco, California, United States Robertson Stephens Wealth Management, Llc Full timeJob OverviewRoland Stephens Wealth Management, LLC seeks an experienced Financial Service Associate Specialist to provide top-notch client service management support to our esteemed clients and operational assistance to our advisor teams. The ideal candidate will be able to work collaboratively with financial advisors and custodians to implement new client...
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Environmental Services Associate
3 weeks ago
San Francisco, California, United States ABM Industries Full timeJob SummaryWe are seeking a reliable Environmental Services Associate to join our team at ABM Industries. As a key member of our facilities maintenance team, you will be responsible for maintaining the cleanliness and organization of our facilities.Key Responsibilities:Clean and maintain buildings and facilitiesFollow procedures for the use of chemical...
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Office Services Associate
4 days ago
San Francisco, California, United States Williams Lea Group Limited Full timeJob SummaryWe are seeking a highly skilled Office Services Associate to join our team at Williams Lea Group Limited. As an Office Services Associate, you will be responsible for providing daily back office services to our clients and teams, including reprographics, mail services, and support for various service lines.Key ResponsibilitiesUtilize logs for all...
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Corporate Banking Summer Associate
5 days ago
San Francisco, California, United States Citigroup Inc Full time**About Our BusinessCitigroup Inc. is a leading global financial services institution that offers a range of products and services to consumers, corporations, governments and institutions around the world.We are seeking a talented Summer Associate to join our Corporate Banking team in San Francisco. The successful candidate will have the opportunity to work...
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San Francisco, California, United States Ethos Veterinary Health Full timeWe are seeking a highly motivated and compassionate individual to join our team as a part-time veterinary client services assistant in San Francisco. In this role, you will be responsible for coordinating appointments, managing client communication, and maintaining accurate records. You will work closely with our team of experienced veterinary professionals...
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Public Service Associate
1 week ago
San Francisco, California, United States City and County of San Francisco Full time**About the Role:**We are seeking a highly skilled Public Service Associate to join our team at the City and County of San Francisco. This exciting opportunity will provide you with the chance to work in a dynamic environment, leveraging your skills and expertise to make a real impact.**Job Description:**The Public Service Associate will be responsible for...
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Client Service Liaison
1 month ago
San Diego, California, United States Vets Hired Full timeAbout the RoleAs a key member of the Vets Hired team, we are seeking a talented Client Service Liaison to join our growing client services division. In this role, you will be responsible for building and maintaining strong relationships with our clients, ensuring that their needs are met and exceeded.Key ResponsibilitiesUpdate management systems with...
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San Francisco, California, United States 3R Truck Service Full time**Financial Services Enforcement/Litigation Associate Position**We are seeking a highly skilled Financial Services Enforcement/Litigation Associate to join our team at 3R Truck Service. This role is ideal for individuals with two to five years of experience in relevant fields, a high level of academic achievement from a nationally recognized law school, and...
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Travel Nurse RN Specialist
5 days ago
San Francisco, California, United States HealthEcareers - Client Full timeA comprehensive travel nursing opportunity awaits an experienced Registered Nurse (RN) with expertise in Neonatal Intensive Care Unit (NICU) at HealthEcareers - Client, located in San Francisco, California. This rewarding assignment requires a dedicated professional to provide high-quality patient care and support.Compensation PackageThe compensation package...
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Business Development Associate
6 days ago
San Jose, California, United States Bank of America Full timeMerrill Wealth Management, a leading provider of comprehensive wealth management and investment products and services, is seeking a skilled Business Development Associate to support its Financial Advisor team. Based in San Jose, California, this role offers an excellent opportunity for career growth and development.**Job Overview**The Business Development...
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Dining Services Associate
6 days ago
San Francisco, California, United States Sodexo S A Full timeJob OverviewWe are seeking a Dining Services Associate to join our team at SodexoMagic. This is an exciting opportunity to work in a dynamic environment where you will be part of a collaborative team that strives to deliver exceptional customer service and culinary experiences.About the RoleThis role offers a chance to work as part of a fast-paced kitchen...
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Senior Wealth Associate
7 days ago
San Francisco, California, United States CIBC Full timeAbout this Career OpportunityCIBC seeks a highly skilled Senior Wealth Associate to join our team. As a key member of our client service team, you will be responsible for executing complex transactions, researching and resolving client inquiries and issues, and providing oversight on some aspects of Client Service Associate responsibilities.Main...
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San Francisco, California, United States Healthright 360 Full timeHealthRIGHT 360 is a mission-driven organization committed to delivering comprehensive, integrated care that addresses the complex needs of individuals and families. Our Residential Treatment Services are designed to provide a supportive environment for clients to address addiction and related issues, increase skills, manage stressors, connect to supportive...
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Financial Services Professional
7 days ago
San Francisco, California, United States Miracle Mile Advisors Full timeCompany OverviewMiracle Mile Advisors is a nationally-ranked investment advisory firm with a strong presence in the US. We provide sophisticated financial planning and investment advice to high-net-worth families.Job SummaryWe are seeking a highly motivated Senior Client Service Associate to join our Client Service team in Sausalito, CA. The successful...
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Strategic Client Growth Director
5 days ago
San Francisco, California, United States Unreal Gigs Full timeJob DescriptionWe are seeking a highly skilled Client Services Director to lead our client service efforts, grow relationships, and deliver outstanding results that drive customer satisfaction and business growth.This role is not just about managing accounts—it's about being the strategic partner who understands client needs, delivers value, and ensures...
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Client Service Ambassador
1 day ago
San Jose, California, United States VCA Animal Hospitals Full timeYour Role as a Client Service RepresentativeYou will play a vital role in maintaining the smooth operation of our hospital. Key responsibilities include:Greeting visitors and answering phone calls with a smileScheduling appointments and confirming client detailsManaging medical records, charts, and correspondence
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San Diego, California, United States Edward Jones Full timeTransforming Careers and LivesIn a role that's more than just administrative, we're seeking a Branch Office Administrator to join our team at Edward Jones. With a passion for delivering exceptional personalized service, you'll play a critical part in helping clients achieve their long-term financial goals.We believe in empowering our associates with the...