Tax Senior Associate, Private Client Services - San Francisco County, CA

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 ...

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

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, · ...

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 ...

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 ...

· 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 ...

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 ...

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. ...

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

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

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 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 ...

· 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 ...

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 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. · ...

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 ...

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 ...