- Merck & Co. (CA)
- …travel may be required about 25% of the time to support client meetings and ensure comprehensive territory coverage.Territory Coverage:We are hiring multiple Chronic ... specialty physicians, physician assistants, nurse practitioners, nurses, pharmacists, and office managers. You will regularly engage with various health care… more
- DIVAD Corporation (San Diego, CA)
- …business hours) when client needs dictate. Proficient use of all Microsoft Office Suite programs Note: Job Description is subject to change at any time and ... and presentations to develop and grow assigned product lines and service offerings. Ensures smooth sales to operations turnover, monitors progress, and… more
- CIBC (San Francisco, CA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Family Office Client Service Manager, you will ... service , and organizational support. You will also support Family Office Executives and Senior Relationship Managers...platform, including preparation and execution of client service agreements, in coordination with the CIBC Family… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …6-8+ years of experience in client -facing roles within wealth management, family office , or related industries + Strong interpersonal and communication ... San Francisco, CA (Montgomery BART) Industry: Wealth Management / Multi- Family Office Compensation: $100,000-$115,000 base (stretch to...Key Responsibilities + Serve as the primary contact for client service requests + Execute client… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Associate - Client Services Accounting Join a well-established private investment firm that provides comprehensive financial services to ... accounting, reporting, and financial operations. The Role As an Associate in Client Services Accounting, you'll play a key role in managing day-to-day transactions,… more
- Robert Half Finance & Accounting (CA)
- …performance data (no data entry) Requirements + 3-5+ years in UHNW client service (RIA, family office , private bank, etc.) + Experience navigating ... of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support...As part of a growing team that manages bespoke single- family office structures (not a traditional MFO),… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm ... multi‑generational families to deliver tailored wealth strategies, portfolio management, and family office services. You'll join a low-turnover, collaborative… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm ... and multi‑generational families on tailored wealth strategy, portfolio management, and family office services. You'll join a collaborative, low‑turnover team… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …firm priorities as needed Requirements Requirements: + Proven experience in client service , wealth management, or family office environments + Strong ... Robert Half is partnering with a boutique, San Francisco-based multi- family office that provides tailored financial solutions... client experience. They are seeking a Senior Client Service Associate to join their collaborative… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Services is recruiting a Client Service Accounting Associate for a family office . This is a full-time, permanent role based in San Francisco with ... consideration. Requirements + 3-10 years of accounting or financial operations experience ( family office , trusts, property, or financial services preferred) +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate or Associate Director of Client Service Location: 100% Remote (Optional hybrid from San Francisco office ) ... firm is seeking a highly capable and polished Senior Client Service Associate or Associate Director of...remote role, supporting the design and management of sophisticated single- family office structures. About the Firm Founded… more
- Public Consulting Group (Sacramento, CA)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for the ... Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress Track is...union, or domestic partnership status, past or present military service , citizenship status, family medical history or… more
- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... Financial Consultants (FC's) within their individual businesses, as well as to support office initiatives. The SA role assists one or more Financial Consultants (FC)… more
- Public Consulting Group (Sacramento, CA)
- …marital, civil union, or domestic partnership status, past or present military service , citizenship status, family medical history or genetic information, ... the better. The firm is a member of a family of companies with experience in all 50 states,...health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the… more
- City National Bank (Los Angeles, CA)
- * CLIENT SERVICE PROFESSIONAL - CONSUMER AND BUSINESS BANKING * WHAT IS THE OPPORTUNITY? Performs day-to-day servicing for respective team and clients. Works ... Degree or equivalent * Minimum 5 years' experience in client service , banking operations or banking relationship...skills and ability to prioritize work. * Strong Microsoft Office Suite skills (eg, Word, Excel, Outlook). *WHAT'S IN… more
- CDM Smith (Concord, CA)
- …Unit:** NAU **Job Description:** CDM Smith has a new opportunity for an experienced Client Service Leader to lead client engagement and business development ... be based in our Concord, San Francisco, or Sacramento office As a member of this team, you will...costs. * Engaging in routine coordination with other area client service leaders and internal business units… more
- Siemens (Fremont, CA)
- …perfect places that improve people's lives. **Transform the everyday with us** **!** Our Client Service Managers manage a portfolio of service agreements ... **Job Family :** Buildings **Req ID:** 476693 Here at Siemens,...for profit and loss of these agreements. As a Client Service Manager, ensuring the financial performance… more
- CDM Smith (San Francisco, CA)
- …Unit:** NAU **Job Description:** CDM Smith currently has a new opportunity for a Client Service Leader within our West Transportation Group to lead sales efforts ... This position leads the business development activities, oversees overall client service , represent CDM Smith on transportation...or organizations, and serve as a leader in your office and throughout the organization. As a member of… more
- CDM Smith (Los Angeles, CA)
- …Unit:** NAU **Job Description:** CDM Smith currently has a new opportunity for a Client Service Leader within our Transportation West Group to lead our transit ... This position leads the business development activities, oversees overall client service , represent CDM Smith on transportation...or organizations, and serve as a leader in your office and throughout the organization. As a member of… more
- BMO Financial Group (Los Angeles, CA)
- …of all client questions and concerns, both internal and external. + Performs client sales & service support activities as required to meet client ... Provides a superior level of customer service and portfolio management in lending services for...prospects and clients. + Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. + Negotiates… more
