- Charles Schwab (San Francisco, CA)
- …for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition ... power of collaboration and value being together in the office , which is why this role is based on-site...and develop advanced AI models and algorithms that enhance client experience and deliver business value. You will collaborate… more
- Charles Schwab (San Francisco, CA)
- …for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition ... power of collaboration and value being together in the office , which is why this role is based on-site...will design, build and deliver GenAI applications that enhance client experience and create business value. You will work… more
- Charles Schwab (San Francisco, CA)
- …for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition ... power of collaboration and value being together in the office , which is why this role is based on-site...design, development, and delivery of GenAI applications that enhance client experience and create business value. You will collaborate… more
- Charles Schwab (San Francisco, CA)
- …for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition ... power of collaboration and value being together in the office , which is why this role is based on-site...and develop novel AI models and algorithms that enhance client experience and create business value. You will work… 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)
- …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
- Robert Half Finance & Accounting (San Francisco, CA)
- …Services is recruiting for a Client Service Associate at a Multi Family Office . This is a full-time permanent role based in San Francisco with a ... financial planning, lending strategies, and tailored family office services, all while building lasting client ...consideration. Requirements + Bachelor's degree + 4+ years in client -facing roles ( family office or… 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
- Citigroup (San Francisco, CA)
- …to immediately address escalated client onboarding issues. + Superior client service proficiency including excellent verbal, written, and listening skills. ... The Registered Wealth National Client Onboarding Specialist is a subject matter expert...requests promptly and achieve excellent internal and external customer service . + Recommends improvements for investment procedural and process… more
- Arup (San Francisco, CA)
- …Development (MCBD) team enables Arup to build and protect our reputation, deepen client relationships, win quality work, and attract top talent. This role will be ... key in achieving our strategic market and client ambitions. We are seeking to hire a Head...relationships with internal vendors (DT) and external vendors and service providers to enable delivery of business growth programmes.… more
- Snap Inc. (San Francisco, CA)
- …, a visual messaging app that enhances your relationships with friends, family , and the world; Lens Studio (https://ar.snap.com/lens-studio) , an augmented reality ... visual messaging app that enhances your relationships with friends, family , and the world; Lens Studio (https://ar.snap.com/lens-studio) , an...way to share a moment! We're looking for a Client Partner to join our global Small and Medium… more
- Snap Inc. (San Francisco, CA)
- …and operational customer service + Develop and implement best practices for client interaction, sales, and services + Develop metrics to measure the growth and ... visual messaging app that enhances your relationships with friends, family , and the world; Lens Studio (https://ar.snap.com/lens-studio) , an...share a moment! We are looking for a Senior Client Partner to join Team Snapchat! You'll drive revenue… more
- UNUM (Walnut Creek, CA)
- …to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout ... impacts the lives of our customers. Whether you're directly supporting a growing family , or developing online tools to help navigate a difficult loss, customers are… more
- Edward Jones (San Mateo, CA)
- …Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + ** Client Service :** Provide exceptional service to clients via ... teams are two or three people, and in a Client Support Team Professional role, you are a critical...yourself looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity… more
- Compass Family Services (San Francisco, CA)
- About the organization: Compass Family Services is a 100+ year old nonprofit working on the front lines of San Francisco's homeless crisis. We provide families ... address immediate needs and ensure long-term success. About the team: Compass Family Resource Center (CFRC) offers a comprehensive set of trauma-informed services… more
