- vaco (Boulder, CO)
- …when required.Collaboration: Work cross-functionally with advisors, portfolio managers, and client service teams to ensure seamless delivery.Process ... , with modern amenities including an on-site fitness facility and a professional, client -facing environment.The office environment is a strong selling point: a… 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
- KeyBank (Chicago, IL)
- …* Leads the onboarding process for new families in partnership with the Family Office Director Client Service and Retention * Responsible for the overall ... team and works closely with the Family Office Director to implement the client strategy...strategy * Partners closely with the Family Office Director to provide the level of service… 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
- UNUM (Portland, ME)
- …for our field partners. **Principal Duties and Responsibilities** Implementation and Ongoing Client Service + Accountable for leadership of right resources and ... Here, we work to provide the employee benefits and service solutions that enable employees at our client...and join Team Unum today! **General Summary:** The Home Office National Client Manager (HO NCM) is… more
- Black & Veatch (Wilmington, DE)
- …drivers and motivators. + Excellent communications/human relations skills (written, verbal, client service ); ability to maintain and expand key relationships. ... Sep 19, 2025 Location: US Company: Black & Veatch Family of Companies **Together, we own our company, our...including business travelers, are expected to be in the office for activities such as onboarding, training, client… more
- Black & Veatch (Wilmington, NC)
- …to ensure exceptional client satisfaction. Actively participate in our Client Satisfaction Programs to continuously improve service delivery. + **Identify ... the ability to sell across multiple Black & Veatch service lines to maximize client value. +...more of their time, offering flexibility to work from office locations, client sites, or wherever their… 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
- US Bank (Galloway, OH)
- …skills and discover what you excel at-all from Day One. **Job Description** A Client Relationship Consultant will not be able to perform this job without knowing how ... write, and speak in business-level proficiency of the Spanish language. Client Relationship Consultants build relationships with customers, engaging them via… more
- Public Consulting Group (Washington, DC)
- …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
- VCA Animal Hospitals (Toledo, OH)
- …weekends ._ **_Job Responsibilities_** _* Responsible for the day-to-day client service areas of the front office and internally with departmental relations. ... _VCA Holly Farms Animal Hospital is seeking an experienced Client Service Professional to join our leadership...Responsible for the efficient day-to-day running of the front office to include enforcement of policies, procedures and protocols._… more
- VCA Animal Hospitals (Latham, NY)
- …and weekends . **Job Responsibilities** * Responsible for the day-to-day client service areas of the front office and internally with departmental relations. ... ** Client Service Supervisor** VCA Shaker Animal...Responsible for the efficient day-to-day running of the front office to include enforcement of policies, procedures and protocols.… more
- Citigroup (Jacksonville, FL)
- The Senior Group Manager for the Citigold Client Service teams is responsible for implementation and execution of the service model strategy for clients in ... and productivity reporting to meet goals. The Senior Group Manager for Citigold Client Service leads and supports transformation initiatives for the National… more
- VCA Animal Hospitals (Lynnwood, WA)
- …lover. Our hospital started as a small family practice that provided excellent client service and top quality veterinary medicine and we have strived to ... Animal Hospital, located in Lynnwood, is seeking an extraordinary Client Service Representative who identifies themselves as...integrate new information into problem solving Proficiency in Microsoft Office The ability to lift up to 40 lbs.… more
