senior client service associate Jobs in Sausalito, California

Senior Client Service Associate
Sausalito, CaliforniaVirtual Client: Financial Services Organization Role: Client Services Associate Salary: $80,000 - $95,000/annually + Benefits Location: Sausalito, CA 94965 Job Description: You will provide operational and administrative support to Client Advisors in their daily practices,...Full Job Details
Senior Client Service Associate
Walnut Creek, CaliforniaTalentLink SolutionsWe 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...Full Job Details
Client Service Associate
San Francisco, CaliforniaBakerAvenueSince 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we...Full Job Details
Client Relations Associate
Santa Clara, CaliforniaTakeoffWe value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent...Full Job Details
Client Service Associate
San Jose, CaliforniaBeacon Pointe Advisors Client Service Associate San Jose, CA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our San Jose, CA office. The Client Service Associate will join a highly talented team of wealth management...Full Job Details
Associate Director
Brisbane, CaliforniaFreenome Why join Freenome? Freenome is a high-growth biotech company developing tests to detect cancer using a standard blood draw. To do this, Freenome uses a multiomics platform that combines tumor and non-tumor signals with machine learning to find cancer in its earliest,...Full Job Details
Client Service Associate
San Francisco, CaliforniaUBS Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation...Full Job Details
Client Service Associate
Sausalito, CaliforniaVirtualJob 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...Full Job Details
Client Service Associate
Sausalito, CaliforniaVacoJob 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...Full Job Details
Senior Associate
Oakland, CaliforniaColliers InternationalMake your next move an expert one. At Colliers its not our success that sets us apart, its how we achieve it. Our people are passionate, take ownership and always do whats right for our clients, people and communities. Why Colliers? Our enterprising environment needs your...Full Job Details
Tax Senior Associate
San Francisco, CaliforniaEisnerAmper$80000.00 a year At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design...Full Job Details
Client Service Specialist
Napa, CaliforniaUmpqua BankClient Service Specialist - Float 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...Full Job Details
Senior Client Experience Specialist
San Francisco, CaliforniaCapital Group "I can succeed as the Senior Client Experience Specialist at Capital Group." As the Senior Client Experience Specialist for Capital Group Private Client Services (PCS), you will play an important role in executing marketing, analytics, and digital strategies. Your key focus...Full Job Details
Sales Enablement Senior Associate
San Francisco, CaliforniaConventus CONVENTUS MISSION AND VISION Conventus Holdings Corporation was envisioned and created to reduce the number of economic intermediaries involved in the origination, funding and investment in the $25 billion real estate bridge loan market place. True to the Latin origin of...Full Job Details
Client Sales Associate
Hayward, CaliforniaHayward C. TeamWe are seeking an entry-level Client Sales Associate to help take our client's retail marketing and advertising campaigns to the next level. The role will be an integral part of our event marketing and promotions team in order to help raise awareness for assigned brands....Full Job Details
Registered Client Service Associate
San Francisco, CaliforniaCitigroup IncThe Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in...Full Job Details
Client Support Representative
Oakland, CaliforniaNoble DirectWe are a prominent sales and business development firm in the Bay area that represents top clients in the telecommunication industry. Our ultimate goal is to ensure our clients are achieving maximum brand visibility and increasing customer engagement. This year, we've seen...Full Job Details
Client Service Specialist
San Francisco, CaliforniaNational Financial Partners Who We Are: Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm...Full Job Details
Client Service Officer III
Oakland, CaliforniaUnited Business BankJob Details Level Experienced Job Location Oakland 9 - Oakland, CA Position Type Full Time Salary Range $29.00 - $30.00 Hourly Description Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement...Full Job Details
Client Service Coordinator
San Bruno, CaliforniaHair Club Make money. Make a Difference. We offer a base salary and a consistent schedule that enables you to have an excellent work-life balance. We also provide an extensive training program on all our hair loss solutions. New management believes in the power of hair and how it...Full Job Details
Client Services Coordinator
San Jose, CaliforniaCBREClient Services Coordinator Job ID 213163 Posted 28-Mar-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Sales Support Location(s) San Jose - California - United States of America About the Role: This role is responsible for providing...Full Job Details
Client Service Coordinator
San Francisco, CaliforniaTishman SpeyerTishman Speyer creates vibrant destinations and dynamic environments that inspire innovation and connected communities. As a diversified developer, operator, and investment manager of top-tier real estate in 33 markets across the globe, our business choices are driven by the...Full Job Details
Sales Associate
San Francisco, CaliforniaAuthoriumAuthorium is seeking a motivated Sales Associate to support our sales efforts and contribute to revenue growth within the California region. This role will focus on generating and qualifying leads, assisting senior account executives, building foundational client...Full Job Details
Product Manager III
San Francisco, CaliforniaWEX Product Manager III WEX is an innovative technology company leading the way to making it easier to administer employee benefits through engaging solutions and innovative technology. Our goal is to simplify the business of running a business for our customers and free them...Full Job Details
Client Service Specialist
Napa, CaliforniaRelation Insurance Inc WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative...Full Job Details