sr registered client service associate Jobs in San Francisco, California

Sr Client Service Associate
Larkspur, CaliforniaWealth 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...Full Job Details
Sr Registered Client Service Associate
San Francisco, CaliforniaRaymond 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,...Full Job Details
Registered Client Service Associate
San Jose, CaliforniaMeriwest 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...Full Job Details
Client Service Associate
San Jose, CaliforniaBeacon 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...Full Job Details
Senior Client Service Associate
Sausalito, CaliforniaVirtual 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...Full Job Details
Senior Client Service Associate
Sausalito, CaliforniaVaco 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...Full Job Details
Client Service Associate
San Mateo, CaliforniaTalentLink SolutionsWe 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,...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
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 Registered Client Service Associate
San Francisco, CaliforniaRaymond 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...Full Job Details
Client Services Associate
Oakland, CaliforniaMaplewood Marketing incWe 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...Full Job Details
Client Services Associate
Santa Rosa, CaliforniaInnovations PSI Our client is seeking a highly professional Client Service Associate to join their team. Qualifications: 2+ years of experience in investment management and/or financial advisory services required. Experience with SalesForce, Money Guide Pro, Box, Charles Schwab Custodial...Full Job Details
Client Relationship Associate
San Francisco, CaliforniaDodge & CoxDodge 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...Full Job Details
Summer Associate
San Francisco, CaliforniaAlphaSights 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...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 Specialist
Napa, CaliforniaUmpqua BankClient 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...Full Job Details
Client Relations Associate
Dublin, CaliforniaIMS LLCWe 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...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
Managed Services
San Jose, CaliforniaPwC Specialty/Competency: Managed Services Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 40% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients...Full Job Details
Per Diem Client Service Coordinator
Concord, CaliforniaEthos Veterinary HealthPer Diem Client Service Coordinator- Concord Our SAGE Concord location opened a brand-new state-of-the-art facility in the summer of 2022. It is the largest Specialty and Emergency Hospital in the East Bay area. Our next-generation facility has allowed SAGE Concord to...Full Job Details
Sr Client Platform Engineer
Palo Alto, CaliforniaNavanWe are seeking a skilled and experienced Senior Client Platform Engineer to join our Business Technology team. This role focuses on architecting, deploying, securing, managing, and maintaining end-user computing environments and platforms. The ideal candidate is passionate...Full Job Details
SAP Security and Controls Sr Associate
San Francisco, CaliforniaPwC Specialty/Competency: SAP Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 40% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational...Full Job Details
Customer Service Associate
Los Gatos, CaliforniaExela 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...Full Job Details
Client Service Coordinator
Santa Clara, CaliforniaSavvy Search Solutions, LLC Client Service Coordinator Full-time On-site with Work From Home Flexibility Join a respected, family-owned wealth management firm dedicated to exceptional client experiences. We are seeking a proactive and detail-oriented Client Service Coordinator to enhance our team....Full Job Details