Client Service and Operations Professional
1 week ago
Sonen Capital, an equal opportunity employer, is committed to inclusion and diversity. We seek to ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or Veteran status. As a member of our team, you will have the opportunity to work with a talented group of professionals who share your commitment to excellence and innovation.
We are currently seeking an experienced professional to join our team as a Client Service and Operations Professional. In this role, you will be responsible for providing exceptional client service and assisting in various operational functions. This includes regular AR/AP entry, processing staff expenses, managing tax filings, and K-1 preparations. You will also assist with various monthly, quarterly, and year-end projects, as well as perform daily maintenance of the wealth management system, Addepar. A salary range of $120,000 - $150,000 per annum is offered, with additional benefits including 401(k), health, vision, and dental insurance, 20 days PTO, and 12 paid holidays. Potential equity award may also be available.
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Client Service Professional
1 week ago
San Francisco, California, United States AlphaSights Full timeUnlock Your Career PotentialAre you ready to embark on a fast-paced commercial journey with a clear path for advancement? Look no further than our Associate Program at AlphaSights. As a Client Service Professional, you will be the vital link between our clients and the expert knowledge they seek.We bring together ambitious individuals from around the globe...
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Client Service Associate
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San Francisco, California, United States JOHN KING CHAINS USA INC Full timeJob SummaryThe 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...
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Client Service Specialist
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Client Service Manager
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IT Operations Professional
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Client Service Banking Expert
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Client Service Representative
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San Francisco, California, United States RBC Full timeJob SummaryThe Client Associate will play a key role in supporting our financial advisors and clients by providing exceptional administrative support and maintaining accurate records.Key ResponsibilitiesManage client accounts, including processing transactions and maintaining up-to-date records.Assist financial advisors with client meetings, presentations,...
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San Francisco, California, United States San Francisco Institute of Esthetics and Cosmetology Full timeAbout Sephora EmbarcaderoSephora Embarcadero is a renowned beauty destination seeking skilled skincare experts to provide exceptional customer service and product knowledge.Key Responsibilities:Act as a knowledgeable resource for clients, providing personalized skincare advice and guidance.Greet clients warmly and ensure a positive shopping...
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Financial Services Professional
5 days ago
San Francisco, California, United States Sonen Capital Full timeSonen Capital is seeking a motivated and detail-oriented Operations and Client Service Associate to join our team. As an Operations and Client Service Associate, you will be responsible for providing exceptional client service and assisting in several operational functions, including working with 3rd party fund administrators, assisting with subscription,...
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Client Services Specialist
3 weeks 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 Services Professional
3 weeks 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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Financial Services Professional
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Associate - Client Service Team
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San Francisco, California, United States Guidepoint Full timeJob DescriptionAs a Sourcing and Lead Generation Professional, you will be responsible for identifying and recruiting top talent to join our network of over 1.5 million Guidepoint Advisors. You will work closely with project managers to understand client needs and develop strategies to satisfy those needs. This role requires excellent communication and...
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Part-Time Veterinary Client Services Assistant
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Director of Operations and Services
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Client Portfolio Manager
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San Francisco, California, United States Citi Full timeAbout Our TeamWe are a dedicated team of professionals who are passionate about delivering exceptional client service and driving business growth. Our team is committed to fostering a culture of innovation, collaboration, and excellence.We are seeking a skilled Financial Services Consultant to join our team in San Francisco. As a key member of our client...
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Financial Services Professional
3 weeks ago
San Francisco, California, United States CIBC Full timeAbout the RoleAt CIBC, we're seeking a talented Financial Services Professional to join our team. This is an excellent opportunity to build a rewarding career in a dynamic and inclusive work environment.Key Responsibilities:Execute complex transactions to support high net worth client portfoliosResearch and resolve client inquiries and issuesProvide...