director, private wealth client services - San Francisco

Only for registered members San Francisco, United States

2 weeks ago

Default job background
Full time $120,000 - $150,000 (USD)
Job DetailsLevel: · Experienced · Job Location: · San Francisco Office - San Francisco, CA 94111 · Salary Range: · $120, $150,000.00 Salary/yearAbout Cresset · Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private invest ...
Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Get full access

Access all high-level positions and get the job of your dreams.



Similar jobs

  • Work in company

    Client Service Associate

    Only for registered members

    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 ...

    San Francisco $38,000 - $65,000 (USD) per year

    2 days ago

  • Work in company

    Client Service Analyst

    Only for registered members

    + 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 ...

    San Francisco $65,000 - $80,000 (USD)

    3 weeks ago

  • Work in company

    Client Service Manager

    Only for registered members

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

    San Francisco, CA

    1 month ago

  • Work in company

    Client Service Representative

    Only for registered members

    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 ...

    San Francisco $27 - $30 (USD)

    1 month ago

  • Work in company

    Client Service Associate

    Only for registered members

    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. · ...

    San Francisco $80,000 - $100,000 (USD)

    1 month ago

  • Work in company

    Client Service Analyst

    Only for registered members

    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 ...

    San Francisco

    3 weeks ago

  • Work in company

    Client Service Associate

    Only for registered members

    · 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 ...

    San Francisco, CA $38,000 - $65,000 (USD) per year

    1 day ago

  • Work in company

    Client Services Analyst

    Only for registered members

    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 ...

    San Francisco, CA

    3 weeks ago

  • Work in company

    Client Services Analyst

    Only for registered members

    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 ...

    San Francisco $65,000 - $80,000 (USD)

    3 weeks ago

  • Work in company

    Client Service, Associate

    Only for registered members

    · 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 ...

    San Francisco, CA $38,000 - $65,000 (USD) per year

    4 days ago

  • Work in company

    Client Service Specialist

    Only for registered members

    +Job Summary · 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.+Essential Job Functions Include · Responsible for day-t ...

    San Francisco $63,754 - $75,005 (USD)

    1 month ago

  • Work in company

    Client Service, Associate

    Only for registered members

    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 ...

    San Francisco $85,000 - $95,000 (USD) Full time

    1 month ago

  • Work in company

    Client Service, Associate

    Only for registered members

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

    San Francisco, CA

    1 month ago

  • Work in company

    Client Services Engineer

    Only for registered members

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

    San Francisco $90,000 - $130,000 (USD) Full time

    1 month ago

  • Work in company

    Client Service Representative

    Only for registered members

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

    San Francisco

    1 month ago

  • Work in company

    Client Service Specialist

    Only for registered members

    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 ...

    San Francisco, CA

    1 month ago

  • Work in company

    Client Service Associate

    Only for registered members

    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 ...

    San Francisco, CA $38,000 - $65,000 (USD) per year

    1 day ago

  • Work in company

    Client Service Associate

    Only for registered members

    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. ...

    San Francisco $80,000 - $100,000 (USD)

    1 month ago

  • Work in company

    Director of Client Services

    Only for registered members

    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 ...

    San Francisco, CA

    3 days ago

  • Work in company

    Client Service Associate

    Only for registered members

    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 ...

    San Francisco $34,320 - $90,000 (USD) Full time

    4 weeks ago

  • Work in company

    Client Services Executive

    Only for registered members

    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 ...

    San Francisco $54 - $66 (USD)

    1 week ago