NewClient Service Associate Cerity PartnersClient Service AssociateSan Francisco, CaliforniaInterface with custodians and other professional interested parties on behalf of clients to complete client transactions and facilitate operational processes, providing information, guidance and instructions as circumstances dictate. The Client Service Associate provides operational support to our Wealth Advisors and/or Partners, providing services for 100 to 150 clients.
Senior Client Service Associate Beacon Pointe Advisors LLCSenior 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 institutions. Meets regularly with wealth advisors, relationship managers, and associate wealth advisors to prioritize workload, provides timely updates on client service items, and escalates potential issues when appropriate.
Client Services Associate I, Oncology BillionToOneClient 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. Unity Confirm enables non-invasive confirmation for high-risk screening results through the capture of intact circulating fetal cells using BillionToOne’s Fetal Cell Capture Technology.
Client Services Associate I, Prenatal BillionToOneClient Services Associate I, PrenatalUnion 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. Our revolutionary QCT molecular counting technology enhances disease detection resolution by over a thousandfold using cell-free DNA,a breakthrough that has already transformed the lives of over half a million patients worldwide.
Client Services Associate-Mailroom SPS North AmericaClient Services Associate-MailroomSanta Clara, CAAcross 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. Job Title Alternative: If the role is heavily focused on mail and package handling, consider using Mailroom Associate or Mail Services Associate instead of Client Services Associate , as it better reflects the primary responsibilities and attracts more relevant candidates.
NewBlackstone Private Wealth - Client Services, Associate BlackstoneBlackstone Private Wealth - Client Services, AssociateSan Francisco, CaliforniaDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. Partnering with many of the world’s largest private banks and wealth management firms as well as family offices, Blackstone’s Private Wealth team packages and delivers the full breadth of Blackstone’s alternative product capability to these firms and their clients as well as providing ongoing education, training, and support around alternatives.
Associate / Senior Associate, Client Service - SF Jordan Park GroupAssociate / Senior Associate, Client Service - SFSan Francisco, California$100,000–$135,000 / yearMonitoring 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.
Client 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. Unity Confirm enables non-invasive confirmation for high-risk screening results through the capture of intact circulating fetal cells using BillionToOne's Fetal Cell Capture Technology.
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.
Client Service, Associate Freestone Capital ManagementClient Service, AssociateLos Altos, California$85,000–$100,000 / yearClient Account & Service Excellence : Act as a trusted resource for clients, ensuring smooth account operations and exceptional service, while working closely with advisors and the broader client service team. Headquartered in Washington, with a team of over 125 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.
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.
NewClient Service Associate (Mail & Shipping/Receiving) SPS North AmericaClient Service Associate (Mail & Shipping/Receiving)Santa Clara, CA$19.50–$21.50 / 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. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
Client Service Associate – Travel (Remote) HomebasedcareersintravelClient Service Associate – Travel (Remote)Mountain View, CaliforniaRemoteIn this role, you will assist clients with travel planning, provide excellent customer service, and help coordinate memorable travel experiences. We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate – Travel .
NewClient Service Associate RIA RecruitingClient Service AssociateLos Gatos, CA$65,000–$80,000ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients with complex planning needs. Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks.
NewClient Service Associate (Remote) RIA RecruitingClient Service Associate (Remote)Los Gatos, CARemote$80,000–$100,000 / yearASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients with complex planning needs. Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateSan Francisco, CaliforniaAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Client Accounting and Advisory Services (CAAS) Senior Associate Green Hasson & Janks LLPClient Accounting and Advisory Services (CAAS) Senior AssociateSan Jose, CA$81,500–$103,500 / yearOur firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).
Associate Director - Sales & Client Service Artisan PartnersAssociate Director - Sales & Client ServiceSan Francisco, CA$100,000–$150,000 / yearWorking closely with clients, consultants, relationship managers, and internal stakeholders, this role helps drive asset growth, deliver exceptional client service, and support new business opportunities across a broad range of investment strategies and vehicles. The Associate Director - Sales & Client Service is a key member of the Distribution team, supporting client relationships, consultant engagement, business development initiatives, product management activities, and operational processes across a global client base.
Registered Client Associate UBS Group AGRegistered Client AssociatePalo Alto, CAWe're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Join us At UBS, we know that it''s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success.
Registered Client Associate Wells Fargo BankRegistered Client AssociateSan Francisco, CaliforniaMay also perform various administrative functions for the 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Santa Clara, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Santa Clara, CASanta Clara, 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.
Associate, Client Advisory Jordan Park GroupAssociate, Client AdvisorySan Francisco, California$125,000–$150,000 / yearServing 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.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesSan Francisco, CA$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
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.
J.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.
Retail Cosmetics Sales Associate - Clarins, Westfield Valley Fair - Part Time Macy's IncRetail Cosmetics Sales Associate - Clarins, Westfield Valley Fair - Part TimeSanta Clara, CAWhether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Drive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating in sales events, and staying up to date through ongoing training and vendor education.
NewRetail Cosmetics Sales Associate - Shiseido, Pleasanton Stoneridge - Part Time Macy's IncRetail Cosmetics Sales Associate - Shiseido, Pleasanton Stoneridge - Part TimePleasanton, CAWhether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Drive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating in sales events, and staying up to date through ongoing training and vendor education.
Retail Commission Sales Associate - Fine Jewelry, Stanford Shopping Center - Part Time Macy's IncRetail Commission Sales Associate - Fine Jewelry, Stanford Shopping Center - Part TimePalo Alto, CAWhether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. With a passion for fine craftsmanship and a deep understanding of precious metals, gemstones, and luxury brands, you continually demonstrate superior product knowledge to educate and assist customers in selecting items that suit their tastes, preferences, and budgets.
Retail Cosmetics Sales Associate - Kiehl''s, Pleasanton Stoneridge - Part Time Macy's IncRetail Cosmetics Sales Associate - Kiehl''s, Pleasanton Stoneridge - Part TimePleasanton, CAWhether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Drive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating in sales events, and staying up to date through ongoing training and vendor education.
On-Call Client Safety Navigator - 815 Residential Services Healthright 360On-Call Client Safety Navigator - 815 Residential ServicesSan Francisco, CAServices include individual, group and family therapy, trauma informed care, case management, family reunification, treatment planning, individual and group drug and alcohol counseling, re-entry and aftercare, linkage to medical services (including HIV testing and treatment) and medication-assisted treatments (MAT) (ie: Suboxone).The On-Call Client Safety Navigator is responsible for ensuring and maintaining a safe environment for all clients, staff, and visitors, and utilizes verbal de-escalation strategies to address crisis situations and client behavioral issues. The 815 Residential Dual Diagnosis program fully integrates substance use disorder and mental health services; beyond merely providing both services under the same roof or cross-training staff, it adopts a model of providing effective services to the targeted needs of individuals with co-occurring disorders.
National Tax Services - Tax R&Q Technology Risk Management - Senior Associate PricewaterhouseCoopers LLPNational Tax Services - Tax R&Q Technology Risk Management - Senior AssociateSan Francisco, CA$77,000–$214,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others.
Retail Commission Sales Associate - Fine Jewelry, Stanford Shopping Center - Full Time Macy's IncRetail Commission Sales Associate - Fine Jewelry, Stanford Shopping Center - Full TimePalo Alto, CAWhether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. With a passion for fine craftsmanship and a deep understanding of precious metals, gemstones, and luxury brands, you continually demonstrate superior product knowledge to educate and assist customers in selecting items that suit their tastes, preferences, and budgets.
Client Strategy Associate PHILClient Strategy AssociateSan Francisco, CaliforniaRemoteThrough digital stakeholder experiences, patient access services, market access solutions, and innovative distribution models, pharmaceutical manufacturers can improve therapy accessibility, leading to better patient adherence and long-term treatment success. Stakeholder collaboration & problem-solving – Partner with internal teams (client success, product, operations) and external client contacts to resolve issues, escalating and diplomatically navigating pushback as needed.
Senior Analyst- Associate, Client Development (New York And San Francisco) ICONIQ CapitalSenior Analyst- Associate, Client Development (New York And San Francisco)San Francisco, CA$105,000–$120,000 / yearWith over $100B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients' lives and legacies, and create uncommon opportunities across sectors and society. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [ https://www.greenhouse.com/privacy-policy ] and ICONIQ's Privacy Policies available here [ https://www.iconiqcapital.com/privacy-policies ].
Senior Analyst- Associate, Client Development (New York and San Francisco) IconiqSenior Analyst- Associate, Client Development (New York and San Francisco)San Francisco, New York$105,000–$120,000 / yearWith over $100B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [ https://www.greenhouse.com/privacy-policy ] and ICONIQ’s Privacy Policies available here [ https://www.iconiqcapital.com/privacy-policies ].
J.P. Morgan Advisors - Senior Client Associate - Portland, OR JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Portland, ORSan 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.
NewTax Director - (PCS) Private Client Services BPM LLPTax Director - (PCS) Private Client ServicesSan Francisco Bay Area, CA$180,000–$220,000 / yearWell-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections. Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM's values.
Client Service Representative VCA IncClient Service RepresentativeLos Gatos, CA$20–$23 / hourAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
Client Safety Navigator - 815 Residential Services Healthright 360Client Safety Navigator - 815 Residential ServicesSan Francisco, CAServices include individual, group and family therapy, trauma informed care, case management, family reunification, treatment planning, individual and group drug and alcohol counseling, re-entry and aftercare, linkage to medical services (including HIV testing and treatment) and medication-assisted treatments (MAT) (ie: Suboxone).The Client Safety Navigator is responsible for ensuring and maintaining a safe environment for all clients, staff, and visitors, and utilizes verbal de-escalation strategies to address crisis situations and client behavioral issues. The 815 Residential Dual Diagnosis program fully integrates substance use disorder and mental health services; beyond merely providing both services under the same roof or cross-training staff, it adopts a model of providing effective services to the targeted needs of individuals with co-occurring disorders.
Client Experience Associate Safe Act - AVP - San Francisco, CA Citigroup Inc.Client Experience Associate Safe Act - AVP - San Francisco, CASan Francisco, CAThey ensure a seamless and differentiated experience in partnership with sales teams and integrate subject matter and industry expertise, requiring a thorough understanding of how different areas coordinate to achieve overall business objectives. Demonstrates subject matter and industry expertise, and an ability to break down information systematically and influences decisions through advice, counsel, and facilitation, directly affecting team performance and supports the training and development of peers.
Part Time Client Service Representative - VCA Orchard Plaza VCA IncPart Time Client Service Representative - VCA Orchard PlazaSan Jose, CA$20.83–$22 / hourAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). ESSENTIAL FUNCTIONS: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
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.
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.
Client Service Manager III United Business BankClient Service Manager IIISan Jose, CARemoteThe CSM III also performs a variety of daily tasks including the review of management reports and daily callback, processing insufficient funds and overdraft accounts, solving problems associated with item and data processing, and assisting the Regional Branch Administration, Director of Branch Administration and the Director of Deposit Operations with duties and projects as requested. The Client Service Manager III (CSM III) is responsible for providing and managing the efficient, effective and accurate performance of all the Operations Functions of the more complex branch including Teller functions, New Account functions and background operations tasks and duties.
Client Service Coordinator AccentCare IncClient Service CoordinatorSan Jose, CAWe're proud to be named one of America's Greatest Workplaces 2025 by Newsweek - a reflection of our shared commitment to excellence, integrity and compassion as we shape the future of aging in place. You'll belong to a team that cares deeply for patients and each other; a team committed to consistently providing exceptional care.
Tax Partner- Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Partner- Private Client Services (PCS)San Francisco, CAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
Wealth Management Client Associate Bank of AmericaWealth Management Client AssociateSan Jose, CaliforniaOur 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. 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 (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.
Client Services Coordinator Administrative and Marketing Cbre ValuationClient Services Coordinator Administrative and MarketingBurlingame, CAReviews marketing material specifications and acts as point of contact and liaison with centralized marketing, analysis and research groups to coordinate the completion and submission of financial, marketing and various client specific property data to incorporate into customized property information packages. Maintains CBRE brand, product, office and client messaging and consistency by applying templates to produce marketing materials including flyers, proposals, tour books, maps, floor plans and qualification packages.