NewAssociate Attorney -- Student Services and Disabilities (2-5 years) JobotAssociate Attorney -- Student Services and Disabilities (2-5 years)Pleasanton, CA$150,000–$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.
Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesSan Francisco, CA$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Tax Experienced Manager, Private Client Services bdo consultingTax Experienced Manager, Private Client ServicesSan Francisco, CA$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
NewToxic Tort Associate Attorney JobotToxic Tort Associate AttorneySan Francisco, CARemote$115,000–$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).
NewSenior Associate, Business Tax Services KPMGSenior Associate, Business Tax ServicesSan Francisco, CA$81,130–$164,565 / yearWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate - M&A Tax Advisory JobotSenior Associate - M&A Tax AdvisorySan Francisco, CA$120,000–$160,000 / yearOur team is comprised of former leaders from major accounting firms and elite legal practices who advise private equity funds, infrastructure investors, pension funds, corporate investors, and portfolio companies on sophisticated deal activity across infrastructure, renewable energy, healthcare, financial services, technology, real estate, industrials, and other high-growth sectors. 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.
NewAssociate Attorney-Municipal Law(Remote) JobotAssociate Attorney-Municipal Law(Remote)San Francisco, CARemote$160,000–$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.
NewAssociate Attorney-Public Entity Defense JobotAssociate Attorney-Public Entity DefenseSan Francisco, CA$150,000–$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. The successful candidate will be joining a team of dedicated professionals committed to providing exceptional legal services to our public entity clients.
NewAssociate Attorney - Civil Defense JobotAssociate Attorney - Civil DefenseSan Jose, CARemote$105,000–$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.
Associate Attorney – Government Contracts JobotAssociate Attorney – Government ContractsSan Francisco, CA$190,000–$210,000 / 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. A highly regarded, mid-sized law firm is seeking a Government Contracts Associate Attorney with 3–5 years of litigation experience to join its growing practice in San Francisco, CA.
NewGeneral Liability/Product Liability Associate Attorney JobotGeneral Liability/Product Liability Associate AttorneySan Francisco, CARemote$115,000–$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.
NewAssociate Attorney-Public Agency Litigation JobotAssociate Attorney-Public Agency LitigationSan Francisco, CA$165,000–$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.
NewConstruction Defect Associate Attorney JobotConstruction Defect Associate AttorneySan Francisco, CARemote$115,000–$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.
NewAssociate Attorney JobotAssociate AttorneySan Francisco, CA$150,000–$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’s practice is concentrated in complex, high-exposure catastrophic personal injury defense matters for sophisticated corporate clients, including companies with substantial self-insured retentions and deductibles.
NewLitigation Associate Attorney JobotLitigation Associate AttorneySan Jose, CA$190,000–$235,000 / 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.
NewSenior 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.
Associate Attorney (Labor & Employment) JobotAssociate Attorney (Labor & Employment)San Francisco, CA$120,000–$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.
NewAssociate Attorney, Workers Compensation JobotAssociate Attorney, Workers CompensationSan Jose, CA$100,000–$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.
Associate Attorney (2-10+ years, Defense) -- Labor & Employment, Commercial Litigation JobotAssociate Attorney (2-10+ years, Defense) -- Labor & Employment, Commercial LitigationSausalito, CA$140,000–$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.
NewAssociate 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)Pleasanton, CA$150,000–$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.
Senior Associate Attorney/Partner -- Labor & Employment Defense (8-12+ years) JobotSenior Associate Attorney/Partner -- Labor & Employment Defense (8-12+ years)Sausalito, CA$200,000–$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.
Retail Customer Service Associate FedExRetail Customer Service AssociateUnion City, California$19.70–$23.17 / hourFull 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. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewTax Senior Associate, Asset Management KPMGTax Senior Associate, Asset ManagementSan Francisco, CA$81,130–$164,565 / yearWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate, Real Estate Tax KPMGSenior Associate, Real Estate TaxSan Francisco, CA$81,130–$164,565 / yearWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewAsset Management Tax Senior Associate KPMGAsset Management Tax Senior AssociateSan Francisco, CA$81,130–$164,565 / yearWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate, Tax - Accounting Methods (AMCS) KPMGSenior Associate, Tax - Accounting Methods (AMCS)San Francisco, CA$85,025–$172,615 / yearWork with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewMicrobiology Technician/Associate Scientist JouléMicrobiology Technician/Associate ScientistPleasanton, CA$25 / hourResponsibilities: The Microbiology Technician role supports critical internal R&D formulation development required to establish robust products and method development for various initiatives across company businesses. System One, and its subsidiaries including Joulé, ALTA IT Services, and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America.
NewReal Estate Associate Attorney - Business Development In-house Pernini Recruiting CompanyReal Estate Associate Attorney - Business Development In-houseSan Francisco, CA$100,000–$150,000 / yearOur client, a leading financial services company and one of the nation’s premier providers of title insurance and real estate transaction services, is seeking a Commercial Real 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.
Associate Clinical Director, Integrated Care Quality (NP/MD) - Remote Included HealthAssociate Clinical Director, Integrated Care Quality (NP/MD) - RemoteSan Francisco, CARemoteAt Included Health, the Associate Clinical Director, Integrated Care Quality (NP/MD) is responsible for the strategy, external representation, and program leadership needed to ensure our clinical services perform credibly in high-stakes client, consultant, and audit-facing settings. The Director will represent Included Health in consequential meetings with clients, consultants, health plans, and internal leaders; shape the vision for external-facing clinical quality work; build trusted relationships; and translate audit and quality findings into durable operational improvement strategies.
NewSenior Associate, Complex Valuation KPMGSenior Associate, Complex ValuationSan Francisco, CA$111,720–$216,430 / yearResponsibilities: Use advanced financial engineering, mathematical, econometric and statistical techniques, such as Monte Carlo simulation and lattice models, to perform and review valuations of complex financial instruments including contingent consideration, put/call deal structures, stock compensation, warrants, financial derivatives (equity, interest rate, commodity, CPI, credit), embedded derivatives, debt, insurance contracts, convertible notes and other hybrid instruments. Experience with stochastic models used to value complex financial instruments within a risk-neutral framework; previous experience valuing financial instruments including fixed income securities, interest rate and equity derivatives.
NewSenior 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.
NewSenior Associate, ServiceNow KPMGSenior Associate, ServiceNowSan 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.
NewAssociate, Salesforce Health Cloud & Agentforce Forward Deployed Engineer KPMGAssociate, Salesforce Health Cloud & Agentforce Forward Deployed EngineerSan Francisco, CA$92,910–$132,020 / yearStrong knowledge of healthcare compliance (HIPAA, PHI/PII handling), and experience with Salesforce Shield, Event Monitoring, Data Masking, OmniStudio (OmniScripts, Integration Procedures, DataRaptors), enterprise AI/ML services or external models, Agile/Scrum methodologies, strong problem-solving, communication, and stakeholder management skills preferred. Design and configure Agentforce agents, topics, instructions, actions, and escalation paths using Agentforce Builder, Flow, Apex, and APIs, and develop and test Prompt Builder templates and grounded AI experiences using Salesforce data, Data Cloud, knowledge, and retrieval-augmented generation (RAG) patterns.
NewSenior Associate, Forensic Technology KPMGSenior Associate, Forensic TechnologySan Francisco, CA$88,160–$162,035 / yearBachelor's degree in computer science, engineering, digital forensics, or equivalent from an accredited college or university is required; relevant training or certifications in the field, such as GIAC (GIME, GCFE, GCFA, GASF), IACIS (CFCE), Magnet (MCME), 13Cubed (IME Gold, ILD Gold), Cellebrite (CCME, CAAF, CAFF, CAIF), or Hexordia (HMAC). If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
Associate Sales Lead LokaAssociate Sales LeadSan Francisco, CA$120,000–$150,000 / yearMinimum of 3+ years of technical experience in engineering, AI/ML, data science, product management, solution architecture, sales engineering or a related field OR equivalent experience in a priority vertical such as Healthcare or Life Sciences. Your engineering and/or cloud account management experience is more important than your sales record: The former builds the kind of knowledge you’ll need to hit the ground running; the latter you’ll earn along the way.
Sales Associate (Formerly Engineer or Cloud AM) LokaSales Associate (Formerly Engineer or Cloud AM)San Francisco, CA$120,000–$150,000 / yearMinimum of 3+ years of technical experience in engineering, AI/ML, data science, product management, solution architecture, sales engineering or a related field OR equivalent experience in a priority vertical such as Healthcare or Life Sciences. Your engineering and/or cloud account management experience is more important than your sales record: The former builds the kind of knowledge you’ll need to hit the ground running; the latter you’ll earn along the way.
AM or Engineer Moving to Sales Associate LokaAM or Engineer Moving to Sales AssociateSan Francisco, CA$120,000–$150,000 / yearMinimum of 3+ years of technical experience in engineering, AI/ML, data science, product management, solution architecture, sales engineering or a related field OR equivalent experience in a priority vertical such as Healthcare or Life Sciences. Your engineering and/or cloud account management experience is more important than your sales record: The former builds the kind of knowledge you’ll need to hit the ground running; the latter you’ll earn along the way.
Financial Services Tax Experienced Manager, State and Local Tax bdo consultingFinancial Services Tax Experienced Manager, State and Local TaxSan Francisco, CA$94,500–$189,000 / yearA Tax Experienced Manager, State and Local Tax is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Real Estate Associate Attorney - Business Development In-house Gables Search GroupReal Estate Associate Attorney - Business Development In-houseSan Francisco, CA$100,000–$150,000 / yearOur client, a leading financial services company and one of the nation’s premier providers of title insurance and real estate transaction services, is seeking a Commercial Real 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.
Multi Office - Real Estate Associate Attorney (Mid to Senior-Level) Gables Search GroupMulti Office - Real Estate Associate Attorney (Mid to Senior-Level)San Francisco, CA$235,000–$390,000 / yearThis is an excellent opportunity to handle sophisticated real estate matters while working with developers, investors, lenders, and corporations on high-value transactions across multiple jurisdictions. Our client, a prominent international AmLaw 50 law firm , is seeking a talented Mid to Senior-Level Associate Attorney to join their dynamic Real Estate Practice Group .
Senior Associate KPMGSenior AssociateSan Francisco, CA$81,130–$164,565 / yearWork with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewTax Senior Associate Skysoft Inc.Tax Senior AssociateSan Jose, CA$101,200–$129,030 / yearFull timeAs a Corporate Tax Senior Associate, you will be a key member of the corporate tax team, supporting business income tax planning, corporate tax compliance, and ASC 740 income tax accounting engagements. You will collaborate with experienced tax professionals and specialists to deliver exceptional client service while managing multiple engagements and mentoring junior team members.
Registered Client Service Associate Citigroup IncRegistered Client Service AssociateSan Jose, CA$78,320–$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.
Senior Client Service Associate Beacon Pointe AdvisorsSenior Client Service AssociateCampbell, CAThe Senior 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…" /> Senior Client Service Associate @ Beacon Pointe Advisors LLC. The Senior 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.
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.
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.
Registered Client Service Associate Morgan StanleyRegistered 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).
Private Wealth Management Senior Registered Client Service Associate Morgan StanleyPrivate Wealth Management Senior Registered Client Service AssociateMenlo Park, CA$35,152–$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. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
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).
Registered Client Service Associate - Part Time Morgan StanleyRegistered Client Service Associate - Part TimeSan Francisco, CA$35,152–$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).