Director, Private Wealth Client Services - San Francisco

· 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 ...

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 ...

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. ...

· 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 $13.5 billion in assets under ma ...

· The Client Services Engineer provides technical assistance to computer system users. ...

· (Providing extraordinary customer service to current and prospective home care 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 ...

+ 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 ...

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

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

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. · ...

Director, Client Services – Consumer Tech/Consumer/B2C · This full-time Hotwire role is hybrid and open to individuals who reside within 100 miles of our New York or San Francisco office location. · About you... · You are a natural born leader, passionate about your work and your ...

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 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 ...

The Client Services position at Withers is responsible for increasing attorney effectiveness by providing administrative support, information and information management and representing the attorney to clients and others. · This role is resident in the San Francisco or Los Angele ...

+ Lead strategic channel planning activities associated with assigned campaigns in partnership with creative brand success sales and media investment+ Build strong relationships with senior stakeholders by demonstrating client industry and influencer knowledge+ Proactively keep a ...

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 ...

The Castro Animal Hospital is Hiring a Client Service Representative · We are seeking a Client Service Representative (CSR) with a passion for veterinary medicine, a commitment to excellent client care, and the ambition to become an integral part of our client service team across ...

The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. · As a Client Service Specialist you will have a direct impact on the ...