Sr. Analyst, Client - Redwood City, CA

The Senior Analyst will work in partnership with the Managing Director and Vice President (Client Advisors / “CAs”) to cover institutional investors in the western half of the United States. · Deep knowledge of territory: Understand, analyze and synthesize qualitative and quantit ...

The Senior Analyst will work in partnership with the Managing Director and Vice President (Client Advisors / "CAs") to cover institutional investors in the western half of the United States. The Analyst's primary objective is to help grow the business in the territory. · ...

Neuberger Berman is a private, independent, employee-owned investment manager. The Senior Analyst will work in partnership with the Managing Director and Vice President (Client Advisors / “CAs”) to cover institutional investors in the western half of the United States. · ...

The Institutional Business Development Analyst will work closely with two senior Client Advisors within the Institutional Client Group. · Partner with the team on day-to-day new business development and client servicing tasks to ensure CA goals are met. · ...

Neuberger Berman · Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range of strategies—including equity, fixed inco ...

The Senior Analyst will work in partnership with the Managing Director and Vice President (Client Advisors / CAs) to cover institutional investors in the western half of the United States. · ...

We are looking for a proactive problem-solver with a passion for providing top-tier client service. · About this role: · Respond to client inquiries via phone and email with professionalism and urgency. · Act as a liaison between departments to ensure seamless issue resolution. · ...

Syon Capital is seeking a full-time Client Services Analyst to assist the team in providing best-in-class service to our valued clients. · We value individuals who work independently while also contributing to a formidable team dynamic.As a key point of contact, the ideal candida ...

We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. · The ideal candidate enjoys tackling challenges, finding innovative solutions, and pursuing inquiries until clear, logical answers are atta ...

+ Serve as a key contact for client requests on designated client relationships+ Respond to client inquiries and communications within 24 hours with most response within the same day+ Manage client account maintenance by updating client contact information as needed+We are a dyna ...

+The Client Portfolio Analyst partners with Client Service colleagues, Investment team members, and other internal stakeholders to create high quality client materials. This role owns quarterly reporting and supports ad hoc client deliverables for an assigned coverage area (one o ...

We are a dynamic and highly regarded multi-family office headquartered in San Francisco dedicated to serving ultra-high-net-worth clients. · We foster a creative environment where team members contribute ideas build meaningful relationships and leverage technology to enhance clie ...

· About Hive · Hive has raised over $120M in capital from leading investors, including General Catalyst, 8VC, Glynn Capital, Bain & Company, Visa Ventures, and others. We have over 250 employees globally in our San Francisco, Seattle, and Delhi offices. Please reach out if you a ...

Are you a proactive problem-solver with a passion for providing top-tier client service? · ...

The Client Portfolio Analyst partners with Client Service colleagues, Investment team members, · and other internal stakeholders to create high quality client materials. Bachelor's degree (B.A. or B.S.) with strong academic performance. · 3+ years of relevant experience at an ass ...

We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. Serve as a key contact for client requests on designated client relationships · Respond to client inquiries and communications within 24 hou ...

Are you a proactive problem-solver with a passion for providing top-tier client service? Do you thrive in a fast-paced environment where every interaction makes a difference? If so, U.S. Legal Support wants you on our team · As a Client Support Analyst, you'll be the first point ...

We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. · Serve as a key contact for client requests on designated client relationships · Respond to client inquiries and communications within 24 h ...

The Financial Analyst will play a critical role in supporting the National Personal Lines Practice by ensuring accurate financial processes related to client compensation and insurance carrier commissions. · ...

Transform how banks serve their customers · Prelim is modernizing how financial institutions onboard and serve their customers. Our platform powers critical banking operations for institutions across the world, from community banks to multi-billion dollar financial institutions. ...