JobotNewAssociate Attorney -- Student Services and Disabilities (2-5 years) JobotAssociate Attorney -- Student Services and Disabilities (2-5 years)Pleasanton, CA$150,000ā$200,000 / 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
JobotNewAssociate Attorney JobotAssociate AttorneySan Francisco, CA$175,000ā$250,000 / 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. We're a well-regarded San Francisco boutique with a focused, high-end estate planning practice ā think $30M+ net worth clients, multigenerational family wealth, and work that's complex enough to actually keep your attention.
JobotNewToxic Tort Associate Attorney JobotToxic Tort Associate AttorneyWalnut Creek, CARemote$115,000ā$195,000 / 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. My client is seeking to add an Associate Attorney to our Toxic Tort practice group in any of our four California offices (San Francisco, Walnut Creek, Los Angeles and Irvine).
JobotNewLitigation Associate Attorney JobotLitigation Associate AttorneyOakland, CARemote$125,000ā$200,000 / 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. Providing exceptional client service, maintaining open lines of communication, and keeping clients informed of case progress and outcomes.
JobotNewECVC Associate (Emerging Companies / Venture Capital - 3+ Yrs Exp) JobotECVC Associate (Emerging Companies / Venture Capital - 3+ Yrs Exp)Palo Alto, CA$250,000ā$400,000 / 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. This role is ideal for an attorney with 3ā6 years of corporate transactional experience who has worked on venture financings and enjoys advising growth-stage companies and investors.
JobotNewAssociate Attorney - Civil Defense JobotAssociate Attorney - Civil DefenseSan Jose, CARemote$105,000ā$200,000 / yearOur practice specializes in auto liability defense, gig economy, business litigation, commercial, general liability, healthcare, employment, professional liability, restaurant & hospitality, trucking, financial services litigation, product liability, real estate litigation, retail, and insurance coverage. Information 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.
JobotNewFamily Law Associate Attorney (Hybrid) JobotFamily Law Associate Attorney (Hybrid)San Jose, CA$90,000ā$150,000 / 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. Divorce law, Family Law, Divorce for HNW, Spousal Support, DVRO, Child Custody/Support, Adoption, Alimony, Domestic Violence, Pre/Postnuptials, + Complex Property Division.
JobotNewFamily Law Associate Attorney (Hybrid/Remote) JobotFamily Law Associate Attorney (Hybrid/Remote)San Francisco, CARemote$175,000ā$250,000 / 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. The firm provides comprehensive legal services covering a wide range of family law matters, including divorce, child custody, child and spousal support, property division, and prenuptial and postnuptial agreements.
JobotNewAssociate Attorney-Public Entity Defense JobotAssociate Attorney-Public Entity DefenseSan Francisco, CA$150,000ā$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. The successful candidate will be joining a team of dedicated professionals committed to providing exceptional legal services to our public entity clients.
JobotNewAssociate Attorney-Municipal Law(Remote) JobotAssociate Attorney-Municipal Law(Remote)San Francisco, CARemote$160,000ā$200,000 / 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. Provide comprehensive legal counsel to municipalities and government entities on a variety of issues including land use, zoning, code enforcement, public contracts, public finance, and more.
JobotNewGeneral Liability/Product Liability Associate Attorney JobotGeneral Liability/Product Liability Associate AttorneySan Francisco, CARemote$115,000ā$195,000 / 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. The firm's expertise is diverse but focused in the areas of toxic tort, complex product liability, local government, general liability, and commercial litigation.
JobotNewConstruction Defect Associate Attorney JobotConstruction Defect Associate AttorneySan Francisco, CARemote$115,000ā$195,000 / 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. The firm's expertise is diverse but focused in the areas of toxic tort, complex product liability, local government, general liability, and commercial litigation.
JobotNewAssociate Attorney-Public Agency Litigation JobotAssociate Attorney-Public Agency LitigationSan Francisco, CA$165,000ā$200,000 / 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. Managing a diverse caseload of public agency litigation matters, including but not limited to, municipal law, civil litigation, California Environmental Quality Act (CEQA), construction defect, and construction cases.
JobotNewFamily Law Associate (Hybrid/Remote) JobotFamily Law Associate (Hybrid/Remote)San Jose, CARemote$150,000ā$200,000 / 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 accomplished team of attorneys brings a wealth of expertise, combining both legal knowledge and practical experience to effectively address the unique challenges our clients encounter.
JobotNewFamily Law Associate (Hybrid) JobotFamily Law Associate (Hybrid)Fremont, CA$150,000ā$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. Located in Fremont, California, the firm is led by experienced attorneys dedicated to offering personalized legal solutions tailored to meet the unique needs of each client.
JobotNewAssociate Attorney, Workers Compensation JobotAssociate Attorney, Workers CompensationSan Jose, CA$100,000ā$200,000 / 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
JobotNewAssociate Attorney (Labor & Employment) JobotAssociate Attorney (Labor & Employment)San Francisco, CA$120,000ā$300,000 / 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. Manage a caseload of complex litigation matters, from inception to resolution, including drafting pleadings, conducting discovery, arguing motions, and participating in trials and arbitrations.
JobotNewSenior Employment Law Associate JobotSenior Employment Law AssociateSan Mateo, CA$175,000ā$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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
JobotNewAssociate Attorney (2-10+ years, Defense) -- Labor & Employment, Commercial Litigation JobotAssociate Attorney (2-10+ years, Defense) -- Labor & Employment, Commercial LitigationSausalito, CA$140,000ā$320,000 / 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
JobotNewSenior Associate Attorney/Partner -- Labor & Employment Defense (8-12+ years) JobotSenior Associate Attorney/Partner -- Labor & Employment Defense (8-12+ years)Sausalito, CA$200,000ā$350,000 / 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
JobotNewAssociate Attorney/Sr. Counsel -- Wage and Hour, Labor & Employment Defense (2-10+ years) JobotAssociate Attorney/Sr. Counsel -- Wage and Hour, Labor & Employment Defense (2-10+ years)Sausalito, CA$150,000ā$350,000 / 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
FedExRetail Customer Service Associate FedExRetail Customer Service AssociateSausalito, California$22.10ā$25.97 / hourPart timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
Visa Technology and Operations LLCNewSr. Associate Counsel Visa Technology and Operations LLCSr. Associate CounselSan Francisco, CA$180,600ā$289,300 / yeardegree (or international equivalent)Prior experience advising on payments, cryptocurrencies, blockchain, and financial services matters, particularly supporting global product launches and driving the legal and regulatory aspects of complex business initiativesFamiliarity with U.S. federal and state payments, cryptocurrency, and privacy lawsDemonstrated ability to drive execution in a team environment, integrating legal advice and business knowledge while providing balanced advice regarding risks and benefitsMust be able to work independently and collaboratively as needed, and engage directly with business clients at all levelsMust be a practical and creative problem-solver with strong business acumen and work ethicDeveloped business acumen, with ability to understand the company's business interests and anticipate the nature and magnitude of issues that could arise in various settingsMust be able to multitask and manage a significant workload and a number of clients with minimal supervision. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD5 or more years of post-JD work experience (or international equivalent)Valid license to practice in the state where the job is located or the ability to become state registered in-house counsel in good standingCombination of in-house and law firm experience preferredStrong academic credentials, including a J.D.
Vaco LLCTrademark Associate Attorney Vaco LLCTrademark Associate AttorneySan Francisco, TX$310,000ā$420,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individualās skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individualās skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
JoulĆ©Associate Engineering Technician JoulĆ©Associate Engineering TechnicianFremont, CA$30ā$36.47 / hourThis hands-on role involves executing packaging and prototype testing, operating automated equipment, documenting test data within LIMS systems, and supporting engineers with product development activities. The ideal candidate is technically inclined, detail-oriented, and comfortable working in a laboratory or production-based setting with evolving priorities.
JoulĆ©Associate Scientist JoulĆ©Associate ScientistFremont, CA$22ā$25 / hourSystem One, and its subsidiaries including JoulĆ© and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. Biopharmaceutical Division of a Global Contract Testing & Laboratory Services company is seeking an Associate Scientist in Fremont, CA.
Visa Technology and Operations LLCNewAssociate U.S. Economist, Business and Economic Insights Visa Technology and Operations LLCAssociate U.S. Economist, Business and Economic InsightsFoster City, CA$123,000ā$190,900 / yearWe are seeking an intellectually curious recent economics graduate student with a passion for applied economic analysis and interest in learning more about the payments industry to join our team of economists covering the U.S. market. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
Pernini Recruiting CompanyReal Estate Associate Attorney - Business Development In-house Pernini Recruiting CompanyReal Estate Associate Attorney - Business Development In-houseSan Francisco, CA$100,000ā$150,000 / yearOur client, a leading financial services company and one of the nationās premier providers of title insurance and real estate transaction services, is seeking a CommercialReal Estate Associate Attorney to expand its footprint across the San Francisco Bay Area. This is a high-impact role for a business-minded attorney who thrives on relationship-building, enjoys autonomy, and wants to leverage legal credibility to drive meaningful commercial real estate transactions with law firms and lenders.
Community Digital Channel NetWork (CDCN)NewOutside Sales Associate Community Digital Channel NetWork (CDCN)Outside Sales AssociateSan Jose, CACommunity Digital Channel Network (CDCN) is seeking a motivated and results-driven Outside Sales Associate to identify, develop, and maintain relationships with local businesses and organizations throughout the San Jose area. We are recognized as a Single Source Marketer by the City of San Jose and Santa Clara County, and we pride ourselves on delivering reliable service, measurable outcomes, and strong customer relationships.
Ethos Veterinary HealthRegistered Veterinary Technician, Anesthesia Ethos Veterinary HealthRegistered Veterinary Technician, AnesthesiaRedwood City, CAAs the premier network of over 140 specialty and emergency hospitals across North America, Ethos brings together a dedicated community of more than 1,500 specialized doctors providing care for nearly 2 million pets annually. The integrated and collaborative network of veterinary professionals utilize state-of-the-art technology and a scientific, evidence-based approach to deliver compassionate, unparalleled care and rewarding careers.
Lennar HomesLoan Officer Associate Lennar HomesLoan Officer AssociateSan Ramon, CA$19.36ā$21 / hourFull timeThis role goes beyond supportāyou will actively contribute to lead conversion, pipeline growth, and customer experience while learning the daily behaviors, metrics, and decisionāmaking of topāperforming Loan Officers. We reasonably expect the base compensation offered for this position to range from an hourly rate of $19.36 - $21, subject to adjustment based on business-related factors such as employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations.
StifelClient Service Associate - NR StifelClient Service Associate - NRSan Francisco, CaliforniaWhat 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.
Morgan StanleyPrivate Wealth Management Registered Client Service Associate Morgan StanleyPrivate Wealth Management Registered Client Service AssociateMenlo Park, CA$34,320ā$90,000 / yearMSOnline, eSign, eAuthorization) ā¢ Onboarding and maintaining client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team ā¢ Providing existing clients with details around their account information (e.g., investment objectives, risk tolerance) ā¢ Accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity at the direction of the FA/PWA/team ā¢ Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) ā¢ Assisting FAs / PWAs/ teams in delivering against their business plan and client service model ā¢ Remaining current on all policies, procedures, and new platforms ā¢ Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management. DUTIES and RESPONSIBILITIES: ā¢ Providing service coverage for a FA/PWA/team including: ā¢ Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships ā¢ Executing money movement transactions at the request of the client and/or FA/PWA/team ā¢ Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) ā¢ Entering profile information or pre-filling account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team ā¢ Educating or enrolling clients in digital tools (e.g.
Morgan StanleyRegistered Client Service Associate Morgan StanleyRegistered Client Service AssociateSan Mateo, CA$34,320ā$90,000 / yearMSOnline, eSign, eAuthorization) ā¢ Onboarding and maintaining client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team ā¢ Providing existing clients with details around their account information (e.g., investment objectives, risk tolerance) ā¢ Accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity at the direction of the FA/PWA/team ā¢ Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) ā¢ Assisting FAs / PWAs/ teams in delivering against their business plan and client service model ā¢ Remaining current on all policies, procedures, and new platforms ā¢ Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management. ā¢ Provide service coverage for a FA/PWA/team including: ā¢ Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships ā¢ Executing money movement transactions at the request of the client and/or FA/PWA/team ā¢ Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) ā¢ Entering profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team ā¢ Educating or enrolling clients in digital tools (e.g.
Morgan StanleyPrivate 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 - arenāt 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).
AmeripriseRegistered Client Service Associate AmeripriseRegistered Client Service AssociateSan Jose, CaliforniaAs a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisorsā phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Morgan StanleyClient 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 - arenāt 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 clientsā needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Citigroup IncRegistered Client Service Associate Citigroup IncRegistered Client Service AssociateSan Jose, CA$78,320ā$109,280 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients.
Beacon Pointe Advisors LLCClient Service Associate Beacon Pointe Advisors LLCClient Service AssociateSan Jose, CAThe Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. Undergraduate degree required with 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
Dodge & CoxPrivate Client Team - Client Service Associate Dodge & CoxPrivate Client Team - Client Service AssociateSan Francisco, CA$130,000ā$185,000 / yearPrimary responsibilities include: ā¢ Act as the primary operational point of contact for clients, custodians, consultants, and third parties ā¢ Manage all aspects of the client lifecycle, including new account onboarding, account transitions, and account closures ā¢ Understand the client's financial objectives and how Dodge & Cox fits into their overall investment strategy ā¢ Coordinate Legal and Compliance review of Investment Management Agreements and investment guidelines ā¢ Manage and execute client cash flows, asset transfers, and account maintenance ā¢ Serve as coordination hub for client needs at key life planning inflection points (includes gifting, account splits, estate distributions) ā¢ Facilitate and address inquiries related to proxies, class actions, corporate actions, and client audits ā¢ Communicate and work with client's attorneys, CPAs, and outside advisors ā¢ Interface and develop strong working relationships with all departments, including Portfolio Management and Trading, Client Service, Operations, Technology, Legal, and Compliance ā¢ Represent the Private Client CSA team on cross-functional projects where the department is a stakeholder. or B.S.) with an excellent academic record ā¢ Minimum of five years of experience working with high net worth separate account clients ā¢ Familiarity with estate planning, various trust instruments, and personal financial planning preferred ā¢ Demonstrate intellectual curiosity about the investment business and knowledge of equity and fixed income products ā¢ Exceptional verbal and written communication skills; strong proofing and editing skills ā¢ Highly organized, detail-oriented, flexible, reliable, curious, proactive, and service-oriented ā¢ Strong analytical and problem-solving skills ā¢ Ability to manage multiple priorities and meet tight deadlines ā¢ Collegial and collaborative ā¢ Proficiency in MS CRM, MS Excel, PowerPoint, MS Office and Adobe Acrobat ā¢ Comfortable with proactively soliciting input and feedback from colleagues.
California Bank & TrustClient Service Associate (Teller)- Mountain View, CA California Bank & TrustClient Service Associate (Teller)- Mountain View, CAMountain View, CA$27ā$33 / hourIdentifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
California Bank & TrustPart-Time Client Service Associate (Teller)- Geary, San Francisco California Bank & TrustPart-Time Client Service Associate (Teller)- Geary, San FranciscoSan Francisco, CA$21ā$25 / hourIdentifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Beacon Pointe AdvisorsClient Service Associate Beacon Pointe AdvisorsClient Service Associatesan jose, CAThe Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. Undergraduate degree required with 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
SPS-North AmericaNewClient Service Associate (Mailroom & Hospitality) SPS-North AmericaClient Service Associate (Mailroom & Hospitality)Sunnyvale, CA$24.95ā$27.65 / hourIn North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally.
BillionToOne IncClient 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.
BillionToOne IncClient Services Associate I, Oncology BillionToOne IncClient Services Associate I, OncologyUnion City, CAAt BillionToOne, we've built a category-defining, publicly traded company on Nasdaq where transparency fuels trust, collaboration drives breakthroughs, and every contribution moves the needle on our mission to make life-changing diagnostics accessible to all. Benefits 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.
SPS-North AmericaNewClient Service Associate (Mail and Office) SPS-North AmericaClient Service Associate (Mail and Office)San Francisco, CA$20ā$22 / hourIn North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally.
Entrust Administration, IncClient Services Associate Entrust Administration, IncClient Services AssociateOakland, CAThe Client Services Associate is the outward face of our company with the overarching goals and responsibilities to represent our company to new clients, support our current clients and make sure their issues are resolved appropriately and in a timely manner. With an Entrust self-directed IRA, clients can develop a more resilient and diversified portfolio by investing in assets such as real estate properties, precious metals, start-ups, private equity, loans and more.
Parallel AdvisorsOperations Associate - Client Services Parallel AdvisorsOperations Associate - Client ServicesSan Francisco, CA$72,000ā$90,000 / yearAt Parallel, we combine the best advisors, support staff, and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience. As a member of the operations team, the Associate will work closely with our financial advisors, clients, vendors, and custodian support teams.
Edelman Financial Engines LLCClient Service Associate, Shared Support Team Edelman Financial Engines LLCClient Service Associate, Shared Support TeamWalnut Creek, CA$60,000ā$75,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.