High-Net-Worth Client Support Specialist

Key ResponsibilitiesManage client relationships and provide exceptional serviceCoordinate subscription documents and investment reportsAssist clients with platform access and inquiriesSchedule meetings and send out notificationsWhy Join Us?Boutique Recruiting is a dynamic financial services firm that values excellence, dedication, and client satisfaction. We...

Job DescriptionA prestigious financial services firm is searching for an experienced Client Services Associate to join its team in Mill Valley, California. In this role, you will be responsible for managing client relationships, processing subscription documents, and providing exceptional customer service.Key Tasks:Collect necessary documents during...

Join Our TeamKipling Capital is a dynamic and entrepreneurial company that offers its employees a unique opportunity to work in the financial services sector.About UsWe specialize in identifying superior alternative investments for our own portfolio and for select high net worth clients. Our team has raised over $2.2 billion in equity capital to fund over...

Job SummaryBoutique Recruiting is seeking a highly skilled and motivated Client Services Associate to join its team in Mill Valley, California. As a key member of the team, you will be responsible for providing exceptional client service, handling subscription documents, managing investment reports, and assisting clients with inquiries.Responsibilities•...

OverviewBoutique Recruiting is a boutique financial services firm based in Mill Valley, California. We are seeking a highly skilled Client Services Associate to join our close-knit team. The successful candidate will be responsible for handling subscription documents, managing investment reports, and assisting clients with inquiries. A competitive salary of...

Key ResponsibilitiesThe successful candidate will have a minimum of 3 to 5 years of relevant experience in investor relations, operations, contract management or similar. Key responsibilities will include:Providing exceptional client service and support to high net worth individuals, families, and trusts.Assisting with the identification and selection of...

Job OverviewKipling Capital, a boutique private real estate investment company in Mill Valley, CA, is seeking an Investor Relations and Operations Associate to support the investor relations, marketing, operations, and contract management functions of the firm.Salary: $80,000 - $100,000 per year, depending on experience.About the RoleThis role involves...

Role and ResponsibilitiesWe are looking for an experienced Investor Relations and Operations Associate to join our team at Kipling Capital. This role involves supporting the team in identifying superior alternative investments for our own portfolio and for high net worth individuals, families, and trusts.Key Responsibilities:Support the team in researching...

About the RoleA leading boutique financial services firm seeks a talented Client Services Associate to join its team in Mill Valley, California. As a key member of the team, you will play a critical role in delivering exceptional client service and ensuring seamless operations.Responsibilities:Prepare and distribute investment reports and summary...

Job SummaryWe are seeking an experienced Investor Relations and Operations Associate to join our team at Kipling Capital.About UsKipling Capital is a boutique private real estate investment company based in Mill Valley, CA.We specialize in identifying superior alternative investments for our own portfolio and select clientele of high net worth individuals,...

About SkinSpiritAs a top destination for aesthetic skincare and body with over 45+ locations nationwide, we pride ourselves on delivering personalized service, safe, effective medically-proven treatments, and optimal results.We thrive in a people-first culture with an authentic emphasis on wellbeing. As we grow, we reinforce the integrity of our unique...

About the RoleWe are seeking a highly skilled Client Support Specialist Lead to join our dynamic team in Simi Valley, CA.Salary: 42-47 per hour.Primary Responsibilities:Establish and maintain strong relationships with clients through proactive outreach and communication.Provide exceptional customer service, resolving issues efficiently and...

Job Title: Learning Support SpecialistWe are seeking a highly motivated and dedicated Learning Support Specialist to join our team at Executive Clinical Solutions LLC dba Subzz Education. This role will involve assisting the head teacher with planning and implementing instruction, as well as supervising students in various settings.About the Role:Assist...

About This OpportunityWe are seeking an experienced and highly skilled High-Level Executive Support Specialist to join our team at AppleOne. As an Executive Assistant, you will be responsible for providing exceptional support to our senior leadership team.With a strong background in executive administration, you will have the ability to handle confidential...

About the RoleWe are excited to offer an opportunity for a motivated and compassionate individual to join our team as an Intake Specialist.In this role, you will play a critical part in connecting clients with the support they need to achieve stability and success in their lives.The successful candidate will possess a strong understanding of the complexities...

Company OverviewDABS Inc is a leading provider of life skills training to adults with developmental disabilities, serving the California community. Our mission is to empower individuals to achieve independence and reach their full potential.Salary$18 per hour (Full and Part-Time positions available)Job DescriptionWe are seeking a dedicated Life Skills...

Are you passionate about supporting students with physical, sensory, or developmental challenges? We have an exciting opportunity for a Pediatric Occupational Therapy Support Specialist to join our team at Soliant!Job OverviewWe are seeking a dedicated and skilled Certified Occupational Therapy Assistant (COTA) to work in a school setting. As a Pediatric...

Job Title: Eyewear SpecialistWe are seeking a skilled Eyewear Specialist to join our team at Marin Optometry in Mill Valley. As an essential member of our staff, you will play a crucial role in providing exceptional customer service and ensuring the highest quality eyewear experiences for our clients.Salary: Competitive salary range $60,000 - $80,000 per...

Job Title: Caregiver Support SpecialistWe are seeking a compassionate and reliable Caregiver Support Specialist to join our team at Homewatch CareGivers of Yorba Linda. As a Caregiver Support Specialist, you will provide high-quality care and support to our clients in the comfort of their own homes.About Us:Homewatch CareGivers of Yorba Linda is a leading...

Job Title: Grocery Industry HR Specialist Job Overview: We are seeking an experienced Human Resources Specialist to join our team at Madison Collective. The successful candidate will be responsible for providing HR support to our grocery industry clients, including recruitment, training, and employee relations.Key Responsibilities:Recruit and hire top talent...