Senior High-Net-Worth Client Services Associate
$80k - $100kNeuberger Berman
Neuberger Berman is seeking a Client Associate / Senior Client Associate for its wealth management team in San Francisco. This position involves providing operational support and enhancing client relationships by managing inquiries, account tasks, and reporting. Candidates should have at least 2 years of experience in client service within the financial services sector and possess the required licenses. The role offers a salary range of $80,000–$100,000, plus potential bonuses and a comprehensive benefits package that includes medical and retirement options. #J-18808-Ljbffr
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin... ..., wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The firm's employees share...High net worthWork at office$65k - $90k
...Job Title: Client Service Associate About Us We are a dynamic and highly regarded multi-family office headquartered in San... ...to serving ultra-high-net-worth clients. Our firm offers a comprehensive... .... Analyst and Senior Analyst: $65,000 to $90,000....High net worthFull timeWork at officeRemote workWork from homeMonday to ThursdayFlexible hours$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth... ...RA) Two or more years of industry experience preferred High School Diploma/Equivalency College degree preferred...SuggestedTemporary workWork at officeLocal area$112k - $150k
...seeking a Tax Manager for their Private Client Services. The role involves providing tax compliance and consulting services to high net-worth clients. Candidates should have a... ...Office. Supervisory duties include managing associates and consulting engagements. The position...SeniorHigh net worthWork at office$136k - $165k
...leading accounting firm is seeking a Tax Experienced Manager for its Private Client Services. This role requires managing tax engagements and providing compliance services to high net-worth clients. Candidates should have at least six years of experience in accounting...SeniorHigh net worthWork at office- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you will play a central role in delivering exceptional wealth management services to ultra‑high net worth clients. You will work closely with Financial Advisors to provide personalized solutions,...SeniorHigh net worthLocal area
$80k - $100k
...is Neuberger Berman’s direct-to-client wealth and investment... ...investment solutions. The Client Associate / Senior Client Associate delivers comprehensive... ...experience by managing the service, maintenance, and growth of the high‑net‑worth client base. Primary Responsibilities...SeniorHigh net worthWork at officeLocal area$120 - $150 per hour
Ernst & Young Oman is seeking a Seasonal Tax Senior Manager for its Private Client Services team. This role, which can be performed remotely within the... ...individual tax returns and providing tax planning for high-net-worth individuals. Ideal candidates will hold a CPA...SeniorHigh net worthRemote jobHourly paySeasonal work$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- ...Abrams An established and highly respected private wealth management firm is seeking a Client Associate or Senior Client Associate to join a... ...than a traditional client service role. It is an opportunity... ...Direct exposure to high-net-worth and ultra-high-net-worth clients...High net worthWork at officeImmediate startFlexible hours
$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor... ..., and Skills: Education and/or Experience: High School Diploma/Equivalency College degree preferred Active...Temporary workWork at officeLocal area$20 - $22 per hour
...Client Service Associate (Mail and Office) San Francisco, California, United States Reports To: Client Services Supervisor, Client Services... ...adaptable in a dynamic environment Qualifications ~ High school diploma or equivalent required ~2+ years of...Temporary workWork at officeImmediate start$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth... ...Qualifications Education, Experience, Knowledge, and Skills: High School Diploma/Equivalency College degree preferred...Temporary workWork at officeLocal area- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer... ...client quotes, proposals and presentations. maintain high level of accuracy and attention to detail. ability to multitask...
$105k - $120k
...05,000 $120,000 base salary + benefits About Our Client: Our client is a growing, high-touch wealth management firm that delivers a highly personalized... ...This hire will play a central role in keeping client service, investment operations, and alternative investment...Flexible hours- ...your goals. EisnerAmper is seekinga TaxSenior Associate to join our Private Client Services (PCS) practice. We are looking for a dynamic individual... ...connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach...SeniorHigh net worthTemporary workPrivate practiceLocal area
- ...Overview: Cambridge Associates ("CA") is a leading global... ...pension plans, and ultra-high net worth private clients implement and manage custom... ...Associates delivers a range of services, including outsourced CIO,... ...regular updates to senior leadership on client retention...SeniorHigh net worthWork at officeLocal areaWorldwide
- Responsibilities Supervise a team, foster strong client relationships, prospect and contribute to... ...that values exceptional client service and tax expertise. Oversee tax planning and compliance functions for ultra‑high net‑worth individuals and their families, especially...SeniorHigh net worthLocal area
- PowerToFly is seeking a Registered Client Service Associate to provide exceptional support for Financial Advisors and clients. The successful candidate... ...various administrative tasks. Candidates must have a high school diploma, relevant licenses, and prefer 2+ years of industry...Work at office
- EPIC Insurance Brokers & Consultants is seeking an Assistant Client Manager in San Francisco, CA. This role supports the administration... .... Candidates should possess strong communication skills, a service-oriented mindset, and 1-2 years of insurance experience. Responsibilities...Work at office2 days per week
$34.32k - $90k
A leading financial services firm is looking for a Client Service Associate in San Francisco. This role focuses on providing exceptional service to clients, supporting Financial Advisors by managing client accounts, processing requests, and maintaining relationships. The...- 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... ...assisting with onboarding. The role requires a high school diploma, industry certifications, and...
- Children's Council of San Francisco is seeking a Client Relations Representative to provide exceptional customer service and support to the agency's staff and clients.... ...multi-phone lines, and ensuring confidentiality. A high school diploma is required, and candidates...
$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...Full timeFlexible hours- ...Family Office Advisory Senior Analyst New York, NY or San Francisco... ...About the Opportunity Our client is seeking a Family Office Advisory... ...Senior Analyst to join a high-performing client service team supporting ultra-high-net-worth families. This individual will...SeniorHigh net worthWork at office
- ...reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual... ...tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis...SeniorHigh net worthTemporary workPrivate practiceWork at officeLocal area
$180k - $230k
...dedicated to bringing our clients much needed services not offered at most firms. We are well known and come highly recommended by those we have... ...tax practice is looking for Senior Tax Managers with 7+ years... ...experience serving ultra-high-net-worth individuals in public...SeniorHigh net worthLocal areaRemote work3 days per week- ...Role: Investor Relations, Client Services Associate Location: San Francisco | Hybrid (4 days in, 1 remote) Industry: Asset Management... ...Financial Services Firm Style: Collaborative, fast-paced, and high-performing Youre a great fit if you: Have 46+...Remote work
- ...experienced Tax Manager in San Francisco, California. The role includes supervising a team, engaging directly with clients, and overseeing tax planning for high-net-worth individuals. Qualified candidates should have a Bachelor’s Degree in Accounting, 10+ years of tax...SeniorHigh net worth
$76k - $125.3k
...contact for a wide range of clients and colleagues. This is an opportunity... ...teaming focusing on service delivery for our clients. In... ...tax planning and advising of high net worth individuals and families, allowing... ...the confidence to challenge senior colleagues and stakeholders...SeniorHigh net worthWork experience placementSummer holidayLocal areaFlexible hours
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