Client Services 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 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...

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...

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...

Job DescriptionEvergreen 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...

Job Title: Client Service AssociateJob Summary:RemoteLink Solutions is a subsidiary of TalentLink Solutions, a leading provider of hiring and human resources consulting solutions for the financial services community. We are seeking a highly motivated and detail-oriented Client Service Associate to join our team.Responsibilities:* Prepare advisors for...

About the RoleDodge & Cox is seeking an experienced Client Relationship Associate to support our Client Service team in responding to investor inquiries. The successful candidate will play a key role in our broader client service effort by providing timely, thorough, and accurate responses to client requests.Key ResponsibilitiesCoordinating responses to...

About the RoleAt Vets Hired, we're seeking a highly skilled Registered Client Service Associate to join our team. As a key member of our client-facing team, you will be responsible for maintaining accurate and up-to-date management systems, educating clients on our services and capabilities, and providing exceptional support to our clients.Key...

At FactSet, we are seeking a skilled Client Solutions Associate to join our team. As a Client Solutions Associate, you will play a critical role in promoting product usage and adoption, reducing client cancellations, and building deep client relationships. You will develop client-focused processes and solutions, implement product-based workflows, and provide...

Job SummaryLarkin Street Youth Services is seeking a skilled Receptionist to join our team. The ideal candidate will have experience in providing administrative support and maintaining a safe and welcoming environment for clients and staff.Key Responsibilities:Screen visitors and ensure they are eligible clients or authorized guestsMaintain the reception...

About the RoleFactSet is seeking a highly motivated and detail-oriented Client Solutions Associate to join our team. As a key member of our client-facing team, you will play a critical role in promoting product usage and adoption, reducing client cancellations, and ensuring smooth user onboarding.Key ResponsibilitiesDevelop deep client relationships by...

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the...

OverviewAt Veritext Legal Solutions, we strive to provide exceptional service to our clients. As a Client Services Associate, you will play a crucial role in exceeding client expectations by proactively managing their requests and issues on cases and litigation matters.Key ResponsibilitiesRespond to client requests in a timely and professional manner.Resolve...

About the RoleWe are seeking a highly skilled Client Specialist Associate to join our team at Vets Hired. As a champion of our brand, you will be the voice of the company for our customers, providing exceptional service and support through various channels.Key ResponsibilitiesDeliver outstanding customer experiences through phone, email, and social media...

Job OverviewLarkin Street Youth Services is seeking a highly skilled and compassionate Division Director of Client and Clinical Services to lead our team in providing exceptional care and support to young adults experiencing homelessness.As a key member of our leadership team, you will be responsible for overseeing the implementation of our client care...

At Kennedy Jenks, we are seeking a seasoned Client Services Manager to lead our Northern California market. This key role will be responsible for developing client strategies, assembling client teams, and executing plans to deliver our services efficiently.The ideal candidate will have a strong background in water/wastewater engineering consulting, with a...

About the Role:As a Client Service Professional at It's Just Lunch, you will have the opportunity to make a meaningful impact on our clients' lives. Your primary responsibility will be to coordinate and facilitate our clients' dating experiences, ensuring that every interaction is personalized and exceptional.Key Responsibilities:• Coordinate and schedule...

About SafelyYouSafelyYou is a mission-driven company that uses artificial intelligence to support care for individuals with Alzheimer's disease, Dementia, and other cognitive impairments. Our goal is to reduce the frequency and impact of falls, the leading cause of hospitalization for those living with dementia. We have peer-reviewed results showing up to...