- Focus Partners Wealth (San Francisco, CA)
- …regularly with Schwab Financial Consultants (FCs). Develop and maintain prospective client relationships throughhigh-touch, white glove service assuring regular ... ASSOCIATE VICE PRESIDENT, BUSINESS DEVELOPMENT San Francisco, CA...a specifiedregion working within a team led by the Senior Vice President helping to drivegrowth and success for… more
- Earthjustice (San Francisco, CA)
- Earthjustice seeks an Associate Attorney to conduct legal advocacy, including litigation and administrative advocacy, with the California Regional Office. The hybrid ... Regional Office and its work at - https://earthjustice.org/about/offices/california. The Associate Attorney position is a three-year position with the potential… more
- City of Berkeley, CA (Berkeley, CA)
- …our case management teams, with consultation provided by experienced, knowledgeable senior and supervisory staff. Case management teams include: Social Services Unit ... homeless and formerly homeless adults. Adult and Homeless Full Service Partnership Teams (AFSP or HFSP) : Services for...the highest need. Assertive Community Treatment Model with low staff-to- client ratios and a focus on providing care as… more
- 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)
- …and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Job Title: Senior Client Service Associate - SF! Location: San Francisco; ... execution across a range of requests + Collaborate with senior leadership to implement client -specific strategies and...expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate at a well-established wealth advisory ... work alongside experienced advisors, and grow within a collaborative, client -focused environment. You'll enjoy strong mentorship, professional development support, a… more
- WTW (San Francisco, CA)
- **Description** In this challenging role as a Pension Outsourcing Benefits Senior Associate , you will contribute as part of a team to the entire range of ... and proven ability to diagnose and resolve issues; strong client service orientation + Proficient in Microsoft...Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified… more
- Grant Thornton (San Francisco, CA)
- As a Process Risk Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by helping them understand their business ... completing priorities in a rapidly growing team environment + Exceptional client service , communication, analytical, organizational and project management skills… 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
- 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 an IT Risk Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by helping them understand their business ... completing priorities in a rapidly growing team environment + Exceptional client service , communication, analytical, organizational and project management skills… more
- Wells Fargo (San Francisco, CA)
- …with infrastructure-related projects to improve Wells Fargo Trust's business operations, client service , and risk management. + Independently communicate with ... Individual Retirement Accounts (IRA). Wells Fargo is seeking a Senior Real Estate Management Associate - ...to administer a book of fiduciary relationships, including implementing client estate plans, and ensuring client accounts… 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
- Grant Thornton (San Francisco, CA)
- POSITION SUMMARY Audit Senior Associate : Work with private and public companies to first understand their businesses and the risks they face, focusing efforts ... and GAAS. + Ability to supervise staff and lead projects. + Exceptional client service skills with a demonstrated ability to develop and maintain outstanding … more
- Grant Thornton (San Francisco, CA)
- As an IT Risk Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by helping them understand their business ... completing priorities in a rapidly growing team environment + Exceptional client service , communication, analytical, organizational and project management skills… more
- Deloitte (San Jose, CA)
- …on the ground experience with jurisdictions around the world. Bring your expertise and client service skills to Deloitte and click "apply" now! Work you'll do: ... As a Senior Consultant in Legal Entity Management, your focus will...documents and management of corporate data. You will be client facing, working with Deloitte Partners, Staff and Associates,… more
- WTW (San Francisco, CA)
- …complex project engagements in a way that ensures profitable revenue for WTW, associate engagement and development and high client satisfaction. + Leading the ... high quality consulting advice, accurate technical content and engaging deliverables to senior leaders in client companies. + Using highly effective written… more
- Robert Half Legal (San Jose, CA)
- …and growing team in the Bay Area. This is a leadership-level opportunity ideal for a Senior Associate , Counsel, or Junior Partner ready to take the next step in ... senior attorneys and firm leadership on case strategy, client development, and firm initiatives. + Mentor and supervise...of business (preferred but not required). + Provide exceptional client service and maintain strong client… more
- Zions Bancorporation (San Francisco, CA)
- …clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment ... active for 70 years and has more than 80 full- service branch offices across the state. This dedication has...bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence… more
- Bank of America (San Francisco, CA)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded...supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In… more