Director of Client Services - San Francisco, CA

We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. · ...

Compensation: $105,000 – $120,000 base salary + benefits · About Our Client: · Our client is a growing, high-touch wealth management firm that delivers a highly personalized experience to a sophisticated client base. They are in an exciting phase of growth and building the operat ...

We are seeking a detail-oriented client services professional to join our team. · ...

+ 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 ...

JOB LEVEL · Non Exempt · TIER · NA · Position Summary · Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, ind ...

The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full fir ...

The Client Service Specialist is responsible for the day-to-day servicing of clients and account maintenance, serving as a key contact person for all account-related client requests. They support the Associate Financial Planner, Financial Planner, and Founder. · Duties & Responsi ...

The Castro Animal Hospital is Hiring a Client Service Representative. · We are seeking a Client Service Representative (CSR) with a passion for veterinary medicine, · ...

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. · Frequent custodian interaction & paperwork processing. · Process account openings, funding, deposit electronic checks, money mov ...

We are seeking a detail-oriented client services professional to join our team. · At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. · This role is ideal for an early career professional who excels in client service, · ope ...

Company Description · Inflection Capital Management is a partner-owned and operated multi-family office based in San Francisco, dedicated to advising successful families, individuals, family offices and foundations in preserving and building their wealth and legacy. With a commit ...

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. ...

Compensation: · $105,000 – $120,000 base salary + benefits · About Our Client: · Our client is a growing, high-touch wealth management firm that delivers a highly personalized experience to a sophisticated client base. They are in an exciting phase of growth and building the oper ...

We are seeking a Client Service Associate to join our team and become a core contributor to our client service and operational excellence. · This role is designed for a highly capable, detail-oriented professional who takes pride in accuracy, · accountability, and follow-through. ...

Tatari is on a mission to revolutionize TV advertising. We work with some of your favorite disruptor brands—like Calm, Vuori, Rocket Money, and hundreds more—to grow their business using linear and streaming TV ads. Our platform combines sophisticated media buying with proprietar ...

Tatari is on a mission to revolutionize TV advertising with AI and machine learning. This role is for Client Services Manager who will own post-sale relationships for mid-market clients. · Own post-sale relationships for defined portfolio of mid-market client accounts. · Build an ...

· Compensation: $105,000 – $120,000 base salary + benefits · About Our Client: · Our client is a growing, high-touch wealth management firm that delivers a highly personalized experience to a sophisticated client base. They are in an exciting phase of growth and building the ope ...

Tatari is on a mission to revolutionize TV advertising. Founded in 2016 to help transform the antiquated world of TV advertising through the intelligent application of AI and machine learning, Tatari helps some of the world's fastest growing brands reach their customers using lin ...

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 ...

· Who We Are  · At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 26-year history of consistent growth and success, we are an independent wealth and asset management firm with over $14 billion in assets under mana ...

Tatari is on a mission to revolutionize TV advertising. Founded in 2016 to help transform the antiquated world of TV advertising through the intelligent application of AI and machine learning, Tatari helps some of the world's fastest growing brands reach their customers using lin ...