Family Law Associate (Hybrid) JobotFamily Law Associate (Hybrid)Fremont, CA$150,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team focuses on guiding individuals through some of life’s most stressful transitions, from divorce and custody disputes to long-term estate planning, with a compassionate and solution-oriented approach.
Senior Employment Law Associate JobotSenior Employment Law AssociatePleasanton, CA$175,000–$225,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With a long-standing presence in Northern California, we offer a collaborative platform across multiple practice areas, including a highly sophisticated family law group that handles both straightforward and complex matters.
Senior Associate, ServiceNow ITSM KPMGSenior Associate, ServiceNow ITSMSan Francisco, CA$94,430–$202,745 / yearCompletion of at least one full implementation of ServiceNow and hold current certifications in ServiceNow System Administration (CSA) and at least one of the following is preferred: CIS -IT Service Management, CIS - Discovery, CIS - Event Management, CIS - Service Mapping, CIS - Risk and Compliance, CIS - Third Party Risk Management, or CIS - Vulnerability Management. Qualifications: Minimum three years of recent experience managing and maintaining large, enterprise systems in complex, matrixed organizations, with at least three years of experience directly managing the ServiceNow platform with an extensive focus ITSM, ITOM and IRM.
Loan Officer Associate Lennar HomesLoan Officer AssociateSan Ramon, CAFull timeThis role goes beyond support—you will actively contribute to lead conversion, pipeline growth, and customer experience while learning the daily behaviors, metrics, and decision‑making of top‑performing Loan Officers. You’ll work alongside experienced sales professionals, engage directly with customers, and use modern digital and AI‑enabled tools to manage relationships, prioritize leads, and drive results.
Registered Client Associate Wells Fargo & CoRegistered Client AssociateSan Francisco, CA$30.77–$45.67 / hourExecute various administrative functions for the PF Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Registered Client Associate UBS Group AGRegistered Client AssociatePalo Alto, CA$75,000–$85,000 / yearideally 3-5 years of experience in client service, within the finance sector • bachelor's or master's degree or equivalent, focusing on finance • excellent communicator, with solid interpersonal skills • detail oriented (nothing gets past you) • proficient in Microsoft Office Suite. We help high net worth and ultra-high net worth individuals and families meet their financial goals through Financial Advisors who deliver products and services specifically designed for them.
Advisor Development Program Client Associate - San Francisco Bank of America CorpAdvisor Development Program Client Associate - San FranciscoSan Francisco, CAThis progression role is responsible for providing client service support to Financial Advisors (FAs).As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateMill Valley, CA$25–$45 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy"The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAThis job will be open and accepting applications for a minimum of seven days from the date it was posted.
Registered Private Wealth Client Associate Bank of AmericaRegistered Private Wealth Client AssociateSan Francisco, CaliforniaOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Client Associate - Commercial Real Estate- Commercial Term Lending JPMorgan Chase & CoClient Associate - Commercial Real Estate- Commercial Term LendingSan Francisco, CAAs a Client Associate within the Commercial Term Lending team, you will have a relentless internal drive to succeed, a laser focus on providing a best-in-class client experience and the understanding that honing your inherent Sales/Business Development skills is the key to success and advancement. JPMorgan Chase & Co. is one of the oldest financial institutions, offering innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
NewJ.P. Morgan Advisors - Senior Client Associate - Palo Alto, CA JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Palo Alto, CAPalo Alto, CAProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
J.P. Morgan Advisors - Senior Client Associate - San Francisco, CA JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - San Francisco, CASan Francisco, CAFull timeProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
J.P. Morgan Advisors - Senior Client Associate - Palo Alto JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Palo AltoPalo Alto, CAFull timeProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Client Service Associate NR Stifel Financial CorpClient Service Associate NRSan Francisco, CAUnder immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CADanville, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CADublin, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - Walnut Creek, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Walnut Creek, CAWalnut Creek, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateWalnut Creek, CA$75,000–$110,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Private Wealth Management Registered Client Service Associate Morgan StanleyPrivate Wealth Management Registered Client Service AssociateSan Francisco, CA$34,320–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
NewPrivate Wealth Management Senior Registered Client Service Associate Morgan StanleyPrivate Wealth Management Senior Registered Client Service AssociateMenlo Park, CaliforniaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Associate / Senior Associate, Client Service - SF Jordan Park GroupAssociate / Senior Associate, Client Service - SFSan Francisco, CaliforniaMonitoring and assisting with client inquiries and issues, and escalating complex issues to the appropriate team member, as needed, across a variety of family office-focused areas, including major purchases, philanthropic grant-making, and personal staffing. The expected base salary for this role in San Francisco, California will range from $100,000 - $135,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.
Wealth Management Seasonal Client Associate - Private Wealth San Francisco Market Bank of America CorpWealth Management Seasonal Client Associate - Private Wealth San Francisco MarketSan Francisco, CA$25–$30 / hourOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused, and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world, specializing in goals-based wealth management, including planning for retirement, education, legacy and other life goals through investment advice and guidance.
Private Client Team - Client Service Associate Dodge & CoxPrivate Client Team - Client Service AssociateSan Francisco, CA$130,000–$185,000 / yearPrimary responsibilities include: • Act as the primary operational point of contact for clients, custodians, consultants, and third parties • Manage all aspects of the client lifecycle, including new account onboarding, account transitions, and account closures • Understand the client's financial objectives and how Dodge & Cox fits into their overall investment strategy • Coordinate Legal and Compliance review of Investment Management Agreements and investment guidelines • Manage and execute client cash flows, asset transfers, and account maintenance • Serve as coordination hub for client needs at key life planning inflection points (includes gifting, account splits, estate distributions) • Facilitate and address inquiries related to proxies, class actions, corporate actions, and client audits • Communicate and work with client's attorneys, CPAs, and outside advisors • Interface and develop strong working relationships with all departments, including Portfolio Management and Trading, Client Service, Operations, Technology, Legal, and Compliance • Represent the Private Client CSA team on cross-functional projects where the department is a stakeholder. or B.S.) with an excellent academic record • Minimum of five years of experience working with high net worth separate account clients • Familiarity with estate planning, various trust instruments, and personal financial planning preferred • Demonstrate intellectual curiosity about the investment business and knowledge of equity and fixed income products • Exceptional verbal and written communication skills; strong proofing and editing skills • Highly organized, detail-oriented, flexible, reliable, curious, proactive, and service-oriented • Strong analytical and problem-solving skills • Ability to manage multiple priorities and meet tight deadlines • Collegial and collaborative • Proficiency in MS CRM, MS Excel, PowerPoint, MS Office and Adobe Acrobat • Comfortable with proactively soliciting input and feedback from colleagues.
J.P. Morgan Wealth Management - Private Client Investment Associate - Redwood City, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Redwood City, CARedwood City, CAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - San Mateo, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - San Mateo, CASan Mateo, CAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - San Francisco, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - San Francisco, CASan Francisco, CAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateWalnut Creek, CA$25–$44 / hourOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy"Shift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
NewClient Associate Rockefeller Capital ManagementClient AssociateSan Francisco, California$75,000–$90,000 / yearFull timeOriginally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role. .
Associate, Client Advisory Jordan Park GroupAssociate, Client AdvisorySan Francisco, CaliforniaServing as a project manager, coordinating across internal Jordan Park subject matter experts as well as external advisors (e.g., tax, legal, real estate, lending, etc) to problem solve and drive successful outcomes for clients. The expected base salary for this role in San Francisco, California will range from $125,000-$150,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.
Part Time Seasonal Client Associate - Broadway Plaza CA TravisMathewPart Time Seasonal Client Associate - Broadway Plaza CAWalnut Creek, CaliforniaInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
Part Time Seasonal Client Associate - Corte Madera CA TravisMathewPart Time Seasonal Client Associate - Corte Madera CACorte Madera, CaliforniaInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
Private Wealth, Client Associate (San Francisco) Citizens Financial Group IncPrivate Wealth, Client Associate (San Francisco)San Francisco, CA$37.50–$47.59 / hourThis is an exciting opportunity for a polished and dedicated client service professional to gain exposure to complex wealth management strategies, collaborate with a high-performing advisory team, and play an integral role in the continued growth and success of a leading wealth management practice. This highly visible position offers the opportunity to partner closely with experienced Wealth Managers and serve a sophisticated, high-net-worth client base, helping deliver an exceptional client experience at every stage of the relationship.
Client Service Associate - NR StifelClient Service Associate - NRSan Francisco, CaliforniaFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
NewClient Associate (Hybrid position) Bailard, IncClient Associate (Hybrid position)San Francisco, CA$90,000–$105,000 / yearGrounded in the principles of accountability, compassion, courage, excellence, fairness, and independence, we have cultivated a high-trust culture that prizes intellectual rigor and personal integrity. The following qualifications are preferred: A deep interest in wealth management or experience working in a client focused/service-oriented role, even if not specifically in the industry.
NewClient Associate (Hybrid position) BailardClient Associate (Hybrid position)San Francisco, CAFull timeGrounded in the principles of accountability, compassion, courage, excellence, fairness, and independence, we have cultivated a high-trust culture that prizes intellectual rigor and personal integrity. The following qualifications are preferred: • A deep interest in wealth management or experience working in a client focused/service-oriented role, even if not specifically in the industry.
Global Clients Associate Director Technology Baker & McKenzie LLPGlobal Clients Associate Director TechnologySan Francisco, CA$220,000–$250,000 / yearFirm knowledge: Develop a comprehensive understanding of the Firm's overarching strategy, key strengths (including market-leading positions and awards), leadership, and core offerings (such as high-value products, CLEs, Pro Bono initiatives, Sustainability, and DEI) to confidently engage in discussions with clients on these topics. Working closely with Client Service Directors (CSDs), broader client teams, and business services functions, the AD's priority is client development (driving demand) for the firm's high-value services, while also working to deepen client relationships and ensure operational excellence in managing client accounts.
Client Service Associate (Mail and Office) SPS North AmericaClient Service Associate (Mail and Office)San Francisco, CA$20–$22 / hourAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. From managing deliveries to maintaining essential supplies, your work ensures the office runs efficiently and teams have what they need to stay productive.
Client Service Associate Morgan StanleyClient Service AssociateMenlo Park, CaliforniaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Summer Associate, Client Service, Portuguese Speaker 2027 AlphaSights LtdSummer Associate, Client Service, Portuguese Speaker 2027San Francisco, CAYour responsibilities will include: Recruiting experts: you will spend a significant part of your day speaking on the phone with experts who are uniquely relevant matches for your clients' projects, often under tight deadlines. Throughout your workday, you'll work on multiple projects from investors, strategists and dealmakers at top-tier client organizations seeking expert insights to inform their decision-making.
Summer Associate, Client Service, 2027 AlphaSights LtdSummer Associate, Client Service, 2027San Francisco, CAYour responsibilities will include: Recruiting experts: you will spend a significant part of your day speaking on the phone with experts who are uniquely relevant matches for your clients' projects, often under tight deadlines. Throughout your workday, you'll work on multiple projects from investors, strategists and dealmakers at top-tier client organizations seeking expert insights to inform their decision-making.
Associate, Client Service, 2027 AlphaSights LtdAssociate, Client Service, 2027San Francisco, CA$90,000–$110,000 / yearYour responsibilities will include: Recruiting experts: you will spend a significant part of your day speaking on the phone with experts who are uniquely relevant matches for your clients' projects, often under tight deadlines. Throughout your workday, you will work on multiple projects from investors, strategists and dealmakers at top-tier client organizations seeking expert insights to inform their decision-making.
Client Services Associate II Freenome IncClient Services Associate IIBrisbane, CARemote$27.38–$39.12 / hourWe are looking for a Client Services Associate who is passionate about the impact service can have to an organization's success, and who is highly skilled in utilizing digital phone and case management tools, and in clear and compassionate communication and de-escalation techniques. Please note that individual total compensation for this position will be determined at the Company's sole discretion and may vary based on several factors, including but not limited to, location, skill level, years and depth of relevant experience, and education.
NewLegal & Compliance Associate Legal & Client Protection San Francisco $80,000 - $90,000 AlphaSightsLegal & Compliance Associate Legal & Client Protection San Francisco $80,000 - $90,000San Francisco, CA$80,000–$90,000 / yearHere are some qualities that many of our successful applicants possess:* The drive and resilience to deliver excellent service amidst tight timelines and changing circumstances* Career maturity and alignment – clarity of direction, commitment to getting there and awareness of how Client Protection at AlphaSights fits with your journey* People-oriented, emotionally intelligent team player – ability to de-escalate situations patiently and calmly, yet quickly and effectively* Strong communication skills – ability to communicate complex topics clearly and effectively both in writing and in person* Critical thinkers – comfortable assessing complex situations and making nuanced decisions based on policies and processes**Requirements*** Bachelor's degree, with strong academic credentials in any field and noteworthy extracurricular leadership* 0-1 year of work experience; preferred in related fields such as law, risk management, consulting, operations or compliance. Collaborate with key internal stakeholders globally to drive progress, behavioral and procedural enhancements* Design and implement global operational policies and processes that protect our clients* Create and deliver tailored in-person and e-learning trainings to our delivery teamsThis is a fast-paced, cross-functional role with a clear focus on problem solving, attention to detail, creative thinking, innovation and results.
Client Service, Senior Associate Freestone Capital ManagementClient Service, Senior AssociateSan Francisco, CaliforniaClient Service & Operations Excellence: Exhibit mastery of client service operations, ensuring the smooth execution of processes related to client portfolios, account management, and project oversight. Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.
Associate Director, Strategic Partnerships & Client Development (4638U), Berkeley Law - #86522 University of CaliforniaAssociate Director, Strategic Partnerships & Client Development (4638U), Berkeley Law - #86522Berkeley, CA$105,000–$120,000 / yearSB 791 and AB 810 Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. Berkeley Law Executive Education helps legal practitioners and business professionals, as well as government and nonprofit leaders, meet their professional goals by delivering world-class certificate programs that teach hard and soft skills, elicit insights that lead to more effective problem-solving, and expand participants' networks.
NewClient Sales Associate (Remote) Stratford DavisClient Sales Associate (Remote)San Francisco, CARemoteWe are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial decisions through personalized guidance and relationship-driven support. Whether you have previous experience or are looking to develop new skills, this opportunity offers comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path.
Client Solutions Associate, San Francisco - Immediate Start Office HoursClient Solutions Associate, San Francisco - Immediate StartSan Francisco, CaliforniaThough no day is the same as a CSA, you can expect the job to involve: Client-Expert Connections : You'll identify and match experts to clients for interview-based research needs, continuously communicating with clients and experts to track the progress of these connections to ensure high-quality outcomes and client satisfaction. Recruiting experts involves using our internal network and external channels like social media, meticulously reviewing professional profiles, reaching out to potential experts, and strategically matching them to specific project requirements.
Project Manager Senior Associate - JPMorgan Private Client JPMorgan Chase Bank, N.A.Project Manager Senior Associate - JPMorgan Private ClientSan Francisco, CAFull timeYou will collaborate with key partners across the Affluent segment and other lines of businesses using your strong communication and project management skills to deliver results and enhance the client experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewAssociate Banker: Wealth Growth & Client Strategy Hong Kong Study Skills Research InstituteAssociate Banker: Wealth Growth & Client StrategySan Francisco, CAKey responsibilities include managing relationships, conducting research for lead generation, and providing full service support to clients. The Hong Kong Study Skills Research Institute is looking for an Associate Banker SAFE Act LO in San Francisco.
Client Services Associate I BillionToOne IncClient Services Associate IUnion City, CABenefits And Perks: Working alongside brilliant, kind, passionate and dedicated colleagues, in an empowering environment, toward a global vision, striving for a future in which transformative molecular diagnostics can help millions of patients. The Client Services Associate I holds a pivotal role in the organization and will act as the face of BillionToOne for our customers, including physicians, OB/GYN clinics, auxiliary staff, and patients.