Senior Client Associate - Private Wealth Operations & Service
$80k - $100kLGBT Great
LGBT Great is looking for a Client Associate in San Francisco. This role involves providing operational support and ensuring a high-quality client experience. Candidates should have 2+ years in client service within financial services, an undergraduate degree, and relevant licenses. Proficiency in Microsoft Office and CRM experience is preferred, with a salary range of $80,000-$100,000 and additional benefits. The position offers a chance to develop skills in a fast-paced, collaborative environment. #J-18808-Ljbffr LGBT Great
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Client Associate - Private Wealth Operations & Service in San Francisco, CA vacancy
$80k - $100k
Position Overview NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management... ...industry. The Client Associate / Senior Client Associate will deliver comprehensive operational support and serve as a... ...by assisting with the service, maintenance, and...OperationsSeniorPrivateWork at officeLocal areaShift work$80k - $100k
CFA Institute in San Francisco seeks a Client Associate/Senior Client Associate to enhance client experiences and provide operational support. The candidate should have 2+ years in client services and relevant licenses, along with exceptional communication skills. This...OperationsSeniorPrivate$34.32k - $90k
Job Description Registered Client Service Associates provide exceptional service to our clients and... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...the global communities in which we operate, bringing a variety of backgrounds,...PrivateTemporary workWork at officeLocal area$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...PrivateTemporary workWork at officeLocal area- ...this listing. Client Service Associate| Multi Family Office... ...tailored solutions across wealth strategy, portfolio... ..., and family office operations, with a high-touch, relationship... ...Support senior team members on client... ...Manage investment ops: private investments,...OperationsPrivateWork at officeRemote workFlexible hours
Robert Half
San Francisco, CA22 days ago - ...email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who...OperationsSeniorWork at office
Robert Half
San Francisco, CA1 day ago $310k - $420k
...for a full spectrum of clients. Our tax lawyers... ...financial institutions, private equity funds,... ...US Internal Revenue Service (IRS) and US Department... ...and general business operations. While tax questions... ...national search for senior associates with a minimum of 4 years...OperationsSeniorPrivateMCC Advisors
San Francisco, CA4 days ago- Private Wealth Client Relationship Manager - Bank of America Corporation... ...products and services for individuals,... ...Wealth Management Client Associates help clients pursue... ..., display strong operational knowledge and be highly... ...closely with the Senior Private Wealth Client...OperationsPrivateContract workWork experience placementWork at officeImmediate startWork from homeHome officeShift workDay shift
- ...Insight Global is hiring for a Senior IT Engineer for one of our clients in the streaming services industry. We are seeking a... ...ensuring seamless day-to-day operations while proactively improving systems... ..., keep, and process your private information, please review Insight...OperationsSeniorPrivateWork at officeRemote work
Insight Global
San Francisco, CA2 days ago - A leading financial services company in San Francisco is seeking a Registered Client Service Associate. This role is pivotal in providing exceptional service to clients and... ...Financial Advisors in their daily operations. The ideal candidate will possess strong interpersonal...Operations
$70k - $200k
...counsel related to the technology or operations of the business. Work impacts an... ...of financial and investment services to an Ultra high Net Worth client base in the United States. Manage... ...develop financial strategies with the Private Bankers. Conduct sophisticated...OperationsSeniorPrivateFull timeCitigroup Inc
San Francisco, CA2 hours ago$90k - $125k
...Client Service, Senior Associate San Francisco, CA At Freestone, we believe in making a meaningful... ...and success, we are an independent wealth and asset management firm with over... ...are passionate about client service, operations, and project management in the financial...OperationsSeniorSummer workWork at office- ...We are seeking an experienced Senior Benefits Administrator to... ...optimizing benefit outsourcing operations through collaboration with third... ..., military or uniformed service member status, or any other status... ..., keep, and process your private information, please review Insight...OperationsSeniorPrivate
$130k - $180k
...MRB Enterprises is a private real estate and investment firm on the Peninsula overseeing investments and family services on behalf of a prominent family that has deep roots in the... ...with a collaborative team to support our operating company and our family office services initiatives...OperationsSeniorPrivateWork at officeFlexible hoursMrb Enterprises
San Francisco, CA20 hours ago- Citizens Bank is seeking a Private Wealth Non-Registered Client Associate in San Francisco, California. This role involves supporting wealth managers by... ...client inquiries and maintaining high standards of client service. Ideal candidates possess strong communication skills...PrivateWork at office
$139.2k - $293.5k
...delivering excellent service through innovation... ...: As a Senior Manager in our Tax... ...and auditing the client's income tax provision... ...strategies across all operations Work directly... ...differential associated with the location... ...services to public and private entities while...OperationsSeniorPrivateWork at officeLocal areaRemote workWorldwideCrowe
San Francisco, CA20 hours ago- ...Front is the customer operations platform built for B2B complexity,... ...Employers 2022 List . As a Senior Customer Success Manager, you... ...Customer Success or a similar client-facing role in a B2B SaaS... ...the best VCs in the US) ~ Private health insurance, including plan...OperationsSeniorPrivateContract workWork at officeImmediate startRemote workWork from homeMonday to FridayFlexible hours
Front
San Francisco, CA1 day ago $136k - $160k
...everyone in venture capital, private equity and private credit. Trusted... ...’s platform of software and services lays the groundwork so you... ...offboardings. Drive Operational Programs: You own a major operational... ..., with at least 2 years in a senior or lead role at a fast‑...OperationsSeniorPrivateWork at office$189.29k - $331.2k
...has been in continuous operation since 1889. Northern... ...innovative financial services and guidance to the world... ...'s most sophisticated clients using leading... ...group seeks a seasoned Senior Portfolio Manager to lead... ...organizations, public and private philanthropic entities...OperationsSeniorPrivate$120k - $175k
...’ve built a leading provider operations platform to eliminate the administrative... ...’s 2024 Fastest-Growing Private Companies in the Pacific... ...seeking a dynamic, strategic Senior Engagement Manager to serve... ...and acting as a true strategic client partner. This role requires...OperationsSeniorPrivateRemote work$70k - $95k
...financial well-being. The Senior Investor Services analyst is an... ...individual within the Gen II operations team. The role... ...Gen II sponsors and client service teams. What... ...of less experienced associates, and first level... ...with Microsoft 365. Private Equity or Hedge Fund...OperationsSeniorPrivateWork at officeRemote work3 days per week- Baker Tilly US is seeking a Tax Manager for their Private Wealth/High Net Worth team in San Francisco. This role involves delivering tax and business advisory services, mentoring staff, and directly impacting the firm's success. The ideal candidate will have experience...PrivateFlexible hours
- Dormont Manufacturing Co in San Francisco is seeking a Senior Branch Service Manager to act as a key liaison between management and branch staff. This position requires overseeing operations, onboarding, and training while fostering a positive work environment. The ideal...OperationsSeniorFlexible hours
$32 - $44.71 per hour
Description As a Private Wealth Non-Registered Client Associate, you will play a pivotal role as a trusted resource... ...your administrative and operational skills to facilitate business growth... ...while ensuring exceptional client service, attending to client inquiries, processing...PrivateHourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible hours$32 - $44.71 per hour
As a Private Wealth Non-Registered Client Associate, you will play a pivotal role as a trusted resource for our clients... ...your administrative and operational skills to facilitate business growth... ...while ensuring exceptional client service. In this position, you will...PrivateHourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible hours$100k - $150k
...global professional services firm, specializing in... ...seeking to expand its Private Equity Performance Improvement... ...Drawing on a strong operational heritage and hands-on... ...assignments. Senior Associate We are seeking... ...delivers large, complex client engagements that identify...OperationsSeniorPrivateFull timePart timeInterim roleFlexible hours$200k
Twin Peaks Wealth Advisors is seeking a dedicated professional for a role focused on client support and business development in San Francisco. You will conduct calls, ensure... ...preparedness, and gather feedback to enhance service quality. The ideal candidate excels in...$320k - $376k
...Join to apply for the Senior Director, Product Growth role at... ...serve and partnerships. Our self-service experiences are targeted at... ...Director - Product Management, Private Dining Senior Director of... ...Director, Product Management Operations San Francisco, CA $218,300...OperationsSeniorPrivateFull timeWork at officeLocal areaRemote workHome officeFlexible hours2 days per week3 days per weekCheckr
San Francisco, CA4 days ago- CIBC is seeking a Client Service Manager in San Francisco to enhance client relationships in Private Wealth Management. The ideal candidate will have over five years' financial industry experience and excel in delivering exceptional client service. This role involves overseeing...Private
$21.75 - $44.5 per hour
...delivering excellent service through innovation has... ...Services Office Senior Associate, where you'll play a... ...ensure smooth office operations and exceptional service... ...deliver exceptional client service. Preferred Skills... ...to public and private entities while also helping...OperationsSeniorPrivateHourly payWork at officeLocal areaWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Associate - Private Wealth Operations & Service. Be the first to apply!
Related searches
- client solutions associate San Francisco, CA
- client account associate San Francisco, CA
- client engagement associate San Francisco, CA
- client success associate San Francisco, CA
- registered client associate San Francisco, CA
- client services associate San Francisco, CA
- client relationship associate San Francisco, CA
- senior cloud service delivery manager San Francisco, CA
- senior business analyst contract San Francisco, CA
- senior product design engineer San Francisco, CA