- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist A growing wealth management firm is seeking an experienced Client Service Specialist to join our team. This ... portfolio management systems. + Contribute to quarterly reporting and help improve client service processes. + Maintain accurate client data and ensure… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're seeking an experienced Client ... processes to enhance the client experience. Key Responsibilities + Handle client service requests (account openings, transfers, ACH, RMDs, stock donations).… more