Wealth Management Client Services Advocate
National Black MBA Association
A leading financial services provider in San Francisco seeks a service-oriented professional to support multiple Financial Advisors. This role emphasizes delivering exceptional client service while managing requests and relationships. Ideal candidates will have a client-centric mindset and a drive for results, along with experience in handling sensitive client information. The position offers opportunities for growth within a diverse working environment, compensation based on experience, and benefits eligibility. #J-18808-Ljbffr National Black MBA Association
$34.32k - $90k
Job Description Client Service Associates provide exceptional service to our clients and support... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... ...in firm initiatives directed by local management Regularly seek opportunities to use...SuggestedTemporary workWork at officeLocal area$68.2k
Laird Norton Wetherby in San Francisco is seeking a full-time Client Associate to assist in wealth management and client services. The ideal candidate will work closely with advisory teams to provide exceptional service, manage client inquiries, and execute operational...SuggestedFull timeFlexible hours$70k - $76k
Your role Are you truly service oriented? Do you know how to take... ...people? We’re looking for a Client Associate who can provide operational... ...advisors. You’ll: keep management systems up to date with... ...be working as part of Private Wealth Management Americas. We help...SuggestedFull timeWork at officeFlexible hours$165k - $275k
...Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals...SuggestedTemporary workWorldwide- Bank of America seeks a dedicated professional for its Merrill Wealth Management team in San Francisco. This position emphasizes exemplary client service, supporting both clients and Financial Advisors while ensuring adherence to bank policies. Candidates should have a...SuggestedSeasonal work
- A leading global financial services firm seeks a Senior Litigation Attorney to manage significant arbitrations and litigations for their Wealth Management division. The role requires 10+... ...include drafting legal documents, advocating in court, and collaborating with various...
- A leading financial services firm in San Francisco is hiring a Client Service Associate to provide exceptional support to clients and Financial Advisors.... ...clients with their needs and ensuring thorough account management. This role involves cultivating client relationships...
- JPMorganChase is seeking a Client Associate in San Francisco, CA to provide exceptional wealth management services to ultra-high-net-worth clients. The ideal candidate will manage client onboarding and account maintenance, interface with clients, and support Financial Advisors...
- Citizens is seeking a Private Wealth Non-Registered Client Associate in San Francisco, California. In this role, you will support wealth managers and clients through administrative duties... ...transactions, and maintaining exceptional service quality. The ideal candidate will...
$10k
...Customer Advocate The Customer Advocate is one of Safelite's first... ...with our customers. From managing administrative processes, scheduling... .... View all our health, wealth and life offerings at... ...calls, e-mails and faxes for service issues, pricing, warranties,...Local area$32 - $44.71 per hour
Citizens Financial Group is looking for a Private Wealth Non Registered Client Associate in San Francisco, CA. The position involves supporting wealth managers, addressing client inquiries, and assisting with onboarding processes. Candidates should possess strong communication...Hourly payFull timeWork at office$34.32k - $90k
...Job Description Registered Client Service Associates provide exceptional service to our... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering...Full timeTemporary workWork at officeLocal area$25 - $30 per hour
YMCA of San Francisco is seeking a Family Advocate to provide supportive case management services in the Bayview community. This role focuses on helping families access essential resources, conducting client assessments, and engaging with community organizations. The ideal...Hourly payMonday to FridayWeekend workAfternoon shift$83.5k - $99.5k
...provides holistic, trauma-informed housing services, helping people access the legal... ...with the entire housing team and with your clients to help ensure the rights of San Francisco... ...Efficiently utilize Salesforce, our client management system (CMS), to document case...Full timeWork at officeLocal areaFlexible hours3 days per week$130k - $190k
...collaborative Bay Area law firm with a strong reputation for personalized client service and high-quality legal work. Work on a sophisticated mix of... ..., settlement materials, and other litigation documents. Manage discovery, conduct legal research, prepare case strategy, and...Work at office3 days per week$25 - $44 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill... ...Advisors and Wealth Management Client Associates help clients pursue the life...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$80k - $100k
Position Overview NB Private Wealth is Neuberger Berman’s direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned... ...the client experience by assisting with the service, maintenance, and growth of the team’s high-net...Work at officeLocal areaShift work- Job Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The firm... ...Responsibilities Provide excellent client service to the bank’s clients by educating...Seasonal workShift workDay shift
$25.75 per hour
...Customer Care Advocate The Customer Care Advocate provides customer service to participants, beneficiaries, union locals, and providers regarding eligibility, benefits, and claims status. Has minimum necessary access to Protected Health Information (PHI) and Personally...Local area$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$165k - $220k
...too, let's talk. The Auth0 Team: As a Senior Developer Advocate, you will be an influencer in empowering developers by shaping... ..., our mission is to become the customer identity and access management (CIAM) provider of choice for developers building small and large...Local areaRemote workWorldwideFlexible hours$75 - $80 per hour
...Developer Advocate Location: San Francisco, CA 94158 or Sunnyvale,... ...advocacy program to align with client high-level business objectives. Feedback Loop Management: Engage with the developer community... ...adoption across the entire service development lifecycle. Collaborates...Work experience placement- A strategic sales management firm is seeking a Brand Specialist in San Francisco, offering a part-time position to support client brands in retail settings. Responsibilities include achieving sales targets, building relationships, and educating store staff. A minimum of...Part timeFlexible hours
$100k - $110k
...customer loyalty. Within this organization, Customer Success Advocates focus on our most critical and complex customers, acting as trusted... ...customer advocacy. As a Customer Success Advocate, you will manage a portfolio of customers within an assigned region, working...- A leading identity platform provider is seeking a Sports Ambassador to provide high-quality customer service at stadiums and venues. The role includes verifying members, driving membership enrollments, and resolving attendee concerns. Candidates must have a high school...Shift work
$25 - $44 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill... ...Advisors and Wealth Management Client Associates help clients pursue the life...Hourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift- A pioneering AI firm is seeking a Developer Relations Lead to bridge research and the ML community. The role involves creating compelling technical content, engaging with communities on platforms like Discord and Twitter/X, and representing the firm at key ML conferences...Full timeRemote work
- A leading customer service firm in San Francisco is hiring a CLEAR Sports Ambassador to support members at stadiums and venues, providing exceptional customer service. Responsibilities include verifying members, driving enrollments, and resolving concerns in a timely manner...Shift work
- A leading global consulting firm is seeking a Recruitment Professional in San Francisco to manage the full-cycle recruitment process. The role requires 2+ years of recruiting experience, strong relationship management skills, and the ability to lead creative sourcing strategies...
$133k - $155k
...Design Leader to enhance their Corporate Workplace practice. This role involves leading teams, inspiring creativity, and building client relationships. Ideal candidates will possess 15+ years of experience in interior design, particularly within the San Francisco market...
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