- Robert Half Finance & Accounting (Mountain View, CA)
- …is recruiting for a Client Service Associate at a growing, client -focused Registered Investment Advisor ( RIA ). This is a full-time ... in San Mateo County with a Hybrid schedule. This RIA helps individuals and families reach financial wellness with...high-performing team that values hard work, integrity, and strong client service . The firm offers a positive… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate at a well-established wealth advisory firm. ... high-net-worth clients-including tech executives and entrepreneurs-offering tailored planning and investment strategies. This is a great opportunity to deepen your… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …or TD Ameritrade is a plus + Personable, polished, and committed to exceptional client service + Highly organized, detail-oriented, and able to manage multiple ... Espejo with Robert Half Financial Services is recruiting for a Junior Client Services Associate at a growing wealth management firm. This is a full-time… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …accounting systems + Create client reports and maintain accurate data + Collaborate with client service and advisor teams + Calculate fees and manage ... Espejo with Robert Half Financial Services is recruiting for an Operations Associate at a well-established wealth advisory firm. This is a full-time permanent… more