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client service associate senior associate Jobs in Sausalito, California
Senior Client Service Associate
Sausalito, California
Virtual
Senior Client Service Associate Location: Sausalito, CA (Hybrid - 3 days on-site per week) Employment Type: Permanent Salary: $85,000 - $100,000 Company Overview A leading wealth management firm is seeking a Senior Client Service Associate to provide operational and...
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Senior Client Service Associate
Sausalito, California
Vaco
Senior Client Service Associate Location: Sausalito, CA (Hybrid - 3 days on-site per week) Employment Type: Permanent Salary: $85,000 - $100,000 Company Overview A leading wealth management firm is seeking a Senior Client Service Associate to provide operational and...
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Senior Client Service Associate
Walnut Creek, California
TalentLink Solutions
We are a boutique wealth management firm, supporting a select group of clients and laser-focused on our service model. Our clients stay with us because of the incredible relationships we have and the care that they receive. We are a close team and support each other to...
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Client Services Associate
Oakland, California
Maplewood Marketing inc
We are seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and...
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Client Service Associate
San Jose, California
Beacon Pointe Advisors
Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Charlotte, NC office. The Client Service Associate will join a highly talented team of wealth management and client service professionals...
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Registered Client Service Associate
San Jose, California
Meriwest Credit Union
Registered Client Service Associate Meriwest Wealth Advisors Position Summary This position provides support to our investment representatives in the areas of administration, business processing, client services and office marketing initiatives. Essential Duties and...
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Client Service Associate
San Mateo, California
TalentLink Solutions
We are an established, family owned wealth management firm located in the Bay Area with an extensive 30 year history in the community. We offer investment management, financial planning, and ongoing financial advising services to a select group of retirees, families,...
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Client Service Associate
Sausalito, California
Virtual
Job Responsibilities • Provide operational and administrative support to Client Advisors in their daily business practices • Act as a key point of contact for client issues and concerns • Own account maintenance for new and existing clients, including collecting...
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Client Service Associate
Sausalito, California
Vaco
Job Responsibilities • Provide operational and administrative support to Client Advisors in their daily business practices • Act as a key point of contact for client issues and concerns • Own account maintenance for new and existing clients, including collecting...
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Senior Registered Client Service Associate
San Francisco, California
Raymond James Financial Services
Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver...
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Sr Client Service Associate
Larkspur, California
Wealth Enhancement Group
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi...
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Client Relationship Associate
San Francisco, California
Dodge & Cox
Dodge and Cox is seeking an experienced, highly skilled Client Relationship Associate to join our firm. The successful candidate will play an important role in Dodge & Cox's broader client service effort by doing the following: Supporting our U.S.- and London-based Client...
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Senior Associate
Alameda, California
Grant Thornton
Join our dynamic Risk, Compliance & Controls Practice as a Senior Associate in IT Risk Management, where you will play a crucial role in helping clients navigate their business risks. You will work alongside our talented team to enhance clients' understanding of their IT...
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Summer Associate
San Francisco, California
AlphaSights Campus Recruiting
Start date: June 8th, 2026 End date: August 14th, 2025 Duration: 10 weeks Looking for an internship with commercial frontline responsibility and the opportunity to work on live client projects? Do you seek to have immediate personal impact? If so, our Summer Associate...
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Senior Associate
San Francisco, California
KPMG
The KPMG Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we dont anticipate that slowing down. In this ever-changing market environment, our professionals must be adaptable and thrive in a...
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Senior Associate
San Francisco, California
IPG Mediabrands
Business Overview If you are looking for a people-first organization that can offer you the career you crave, UM is your home. We are the destination of choice for the world's best talent, where every individual is empowered to unleash their limitless potential and do the...
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Client Relations Associate
Dublin, California
IMS LLC
We are a high-performing event-based fundraising and marketing firm that partners with some of the most impactful nonprofit organizations and charitable causes. Through strategic in-person campaigns and community-driven events, we bring awareness, drive donations, and help...
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Administrative Associate 4
Stanford, California
LeadStack Inc.
LeadStack Inc. is an award-winning, one of the nation's fastest-growing, certified minority-owned (MBE) staffing services provider of contingent workforce. As a recognized industry leader in contingent workforce solutions and Certified as a Great Place to Work, we're proud...
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Sr Registered Client Service Associate
San Francisco, California
Raymond James Financial Services
Job Description Essential Duties and Responsibilities • Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person,...
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Senior Retail Sales Associate
San Jose, California
AutoZone
AutoZone's Full-Time Senior Retail Sales Associate drives sales through superior customer service by exceeding customer expectations and providing a WOW. Customer Service experience. While assisting customers, the Senior Retail Sales Associate will perform daily assigned...
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Customer Service Associate
Los Gatos, California
Exela Enterprise Solutions
About Exela Exela is a business process automation (BPA) leader, leveraging a global footprint and proprietary technology to provide digital transformation solutions enhancing quality, productivity, and end-user experience. With decades of expertise operating...
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Oracle EPM
San Jose, California
PwC
Specialty/Competency: Oracle Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 60% A career in our Enterprise Performance Management team, within our Oracle consulting practice, will provide the opportunity to work alongside CEOs, CFOs,...
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Client Service Specialist
Napa, California
Umpqua Bank
Client Service Specialist Retail Banking Group Napa, California Description About Us: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers...
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Labor & Employment Associate Attorney
San Francisco, California
Pernini Legal, LLC
ASSOCIATE ATTORNEY LABOR & EMPLOYMENT Locations: San Francisco, CA Los Angeles, CA Our client, a prestigious AmLaw 50 firm, is seeking a talented Labor & Employment Associate Attorney to join their thriving San Francisco office. Also available in Los Angeles , this is an...
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Entry Level Management Associate
San Jose, California
California Marketing Solutions
Are you ready to make a change in your career? Are you ready to catapult yourself and your skillset to the next level? We are searching for an Entry Level Management Associate who is looking to do just that. As a top leader in the Sales, Marketing, and Business Consulting...
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