- CIBC (San Francisco, CA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate . This is an opportunity to ... The team embraces tools and process improvements to elevate client service and efficiency. What You'll Do...need is handled accurately and promptly + Work alongside senior leadership to execute customized client strategies… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …needs, and exceeding expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts + Work closely ... execution across a range of requests + Collaborate with senior leadership to implement client -specific strategies and...firm priorities as needed Requirements + Proven experience in client service , wealth management, or family office… more
- JPMorgan Chase (San Francisco, 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)
- …Apply today and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Senior Client Associate About the Role We're seeking a Senior ... + Act as the primary point of contact for client service requests and ensure timely execution.... requests and ensure timely execution. + Partner with senior management on bespoke client strategies and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Apply today and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Associate About the Role We're seeking a Client ... executives and professionals. This role focuses on delivering exceptional client service and operational support, including account administration, transaction… 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
- 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
- Grant Thornton (San Francisco, CA)
- As a Cyber Privacy & Data Protection Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by applying a ... on both a formal and informal basis to all levels of client staff + Exceptional client service and communication skills, with a demonstrated ability to… more
- PNC (San Francisco, CA)
- …have an opportunity to contribute to the company's success. As a Capital Markets Senior Associate within PNC's Corporate Banking ESOP Solutions team, you can be ... analyses using independent judgement on key indicators. Provides coaching to Analyst and Associate . + Partners with senior team members in developing pitches and… 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
- 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
- Grant Thornton (San Francisco, CA)
- As a Transaction Management Senior Associate , you'll focus on buy-side and sell-side transaction management engagements, serving dynamic organizations with ... separation work plans + Transition Management Office services + Transition Service Agreement (TSA) schedule preparation support + Operating model support +… 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
- IBM (San Francisco, CA)
- **Introduction** We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a- Service Architect to join our team and lead the practice in ... clients **Your role and responsibilities** We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a- Service Architect to join our team… more
- Columbia Bank (Walnut Creek, CA)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... Senior Wealth Advisor Wealth Management Irvine, California Sacramento,...with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service .… more