- FM (Walnut Creek, CA)
- …Administrative Assistant** . This role will support all administrative aspects of the Client Service Team, and jointly support the Account Engineers Team, ... files and records + Purchasing supplies + Tracking invoices and budgets + Tracking Client Service Team processes + Travel itineraries + Organize and coordinate… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …connect and see whether this opportunity could be the perfect next step in your career. Senior Client Associate About the Role We're looking for a Senior ... + Serve as the primary point of contact for client service needs, ensuring prompt and accurate...needs, ensuring prompt and accurate execution. + Partner with senior leadership on customized client strategies and… more
- Raymond James Financial, Inc. (San Jose, CA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- JPMorgan Chase (Palo Alto, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | ... lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the primary point of… more
- Wells Fargo (Walnut Creek, CA)
- …this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and ... with infrastructure-related projects to improve Wells Fargo Trust's business operations, client service , and risk management. + Independently communicate with… more
- WTW (San Francisco, CA)
- **Description** As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of ... disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure… more
- WTW (San Francisco, CA)
- **Description** As a Senior Associate in Health Analytics, you will support employer clients by developing and delivering integrated analytics solutions that ... explain health program performance and drive informed decision-making. * Partner with Client Service Teams to communicate complex analytics concepts and results… more
- Stantec (San Francisco, CA)
- …Join us and design your place with Stantec. Your Opportunity The Senior Associate Electrical Engineer will apply building electrical engineering principles, ... your superior client service skills, and project management best practices to deliver projects that meet project requirements, exceed client expectations,… more
- Kestra Financial (Palo Alto, CA)
- …over the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting ... needs and developing prospects. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education… more
- Grant Thornton (San Francisco, CA)
- As a Real Estate & Construction Advisory Senior Associate , you will have the opportunity to grow and contribute to our global clients' business needs through all ... in a rapidly growing, fast-paced, interactive, results-based team environment + Exceptional client service and communication skills with a demonstrated ability… more
- CBRE (San Jose, CA)
- SPQREA - Senior Associate Job ID 253771 Posted 29-Dec-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales/Brokerage Location(s) ... relationship building, and selling additional services to the current client base. + Provide clients with pertinent information on...Please visit our website at www.cbre.com. The SPQREA - Senior Associate role is a commission-based role.… more
- WTW (San Francisco, CA)
- **Description** As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of ... disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure… more
- WTW (San Francisco, CA)
- **Description** As a Health and Benefits Senior Associate you will contribute to a wide variety of complex projects involving the design, financing and ongoing ... proven ability to identify and resolve issues + Strong client service orientation and ability to respond...and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred… more
- Grant Thornton (San Francisco, CA)
- As the Tax Transformation and Automation Senior Associate , you will work with large publicly owned and private companies to evaluate existing processes and ... collaborate with team members, practice leadership, and our diverse client base as well as play a key role...feedback on their issues and translating to Grant Thornton service offerings that support their overall tax objectives; team… more
- PwC IT Services Co. (San Francisco, CA)
- …Not Applicable **Specialism** IFS - Internal Firm Services - Other **Management Level** Senior Associate **Job Description & Summary** At PwC, our people in ... user experiences. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire...work more efficiently and deliver the highest levels of service to our clients. Youll focus on managing the… more
- Grant Thornton (San Francisco, CA)
- As a Purchase Agreement Advisory Senior Associate , you'll focus on the accounting aspects of middle-market transactions, serving dynamic organizations with ... staff and play a key role in growing this service offering. The role will include exposure to numerous...portraying knowledge and confidence. + Team with partners and senior managers on proposals and business development calls. +… more
- Robert Half Finance & Accounting (San Jose, CA)
- …out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Client Services Associate | Wealth Management| San Jose Join a ... fast-growing investment advisory firm, known for client -driven growth and a strong commitment to professional development. You'll gain hands-on experience in … more
- PagerDuty (San Francisco, CA)
- …multi-jurisdictional requirements into practical legal guidance.** + Outstanding professional judgment and client service focus. + Team player with a positive ... The successful candidate: + Brings experience as a trusted legal advisor to senior product, security and engineering executives + Excels at translating complex legal… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …reach out to Michelle Espejo via email or LinkedIn. Requirements + 4+ years in client service at an RIA + Experience with Schwab + Strong attention to ... out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Services Associate | Wealth Management| SF Bay Area| Remote Join a… more
