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Client service associate serp_jobs.h1.location_city

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Client service associate • san francisco ca

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Client Service Associate - UHNWI Client Base

Client Service Associate - UHNWI Client Base

Robert HalfSan Francisco, California, United States
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Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.Client Service Associate | Multi Family Office | San Francisco | Hybrid | Up to $120k base Work with some ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Registered Client Service Associate

Registered Client Service Associate

Morgan StanleySan Francisco, CA, US
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Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Private Client Service Associate

Private Client Service Associate

Capital GroupSan Francisco, CA, United States
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I can succeed as a Private Client Service Associate at Capital Group.As the Private Client Service Associate, you are responsible for serving as a point of client contact by managing client inquiri...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Service Coordinator

Client Service Coordinator

Tishman SpeyerSan Francisco, CA, US
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Tishman Speyer creates vibrant destinations and dynamic environments that inspire innovation and connected communities.As a diversified developer, operator, and investment manager of top-tier real ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Service Supervisor

Client Service Supervisor

Help at HomeOakland, CA, US
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Help at Home is hiring a Client Service Supervisor.This is a remote role that pays $20-$22 / hour.The Client Service Supervisor may, where permitted, develop, and monitor appropriate care plans to en...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate

Client Service Associate

CleanSweep Campaigns and TBWBH Props & MeasuresSan Francisco, CA, United States
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Props and Measures and CleanSweep Campaigns is a San Francisco-based full-service political consulting firm that provides top-notch service, years of campaign expertise, cutting-edge creative, adva...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Associate, Client Service, 2026

Associate, Client Service, 2026

AlphaSightsSan Francisco
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Looking to start your career in a fast-paced commercial role? Seeking to have immediate personal impact with a clear career path ahead of you? If so, our Associate Program is the right choice for y...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Associate

Client Associate

UBSSan Francisco, CA, United States
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Are you truly service oriented? Do you know how to take care of people?.We're looking for a Client Service Associate to : . San Francisco : the salary range for this role is $73000 to $80000.The expect...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate

Client Service Associate

GallagherSan Francisco, CA, United States
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At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem : a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate

Client Service Associate

Arthur J. Gallagher & CompanySan Francisco, CA, United States
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We are seeking a Client Service Associate to join our growing team who can deliver exceptional customer service! Are you interested in helping a range of clients through issues that vary from relat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate

Client Service Associate

VirtualVocationsOakland, California, United States
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A company is looking for a Client Service Associate to support Financial Advisors and enhance client experiences.Key Responsibilities Communicate directly with advisors and clients to resolve inq...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Senior Client Service Associate

Senior Client Service Associate

CIBCSan Francisco, CA, United States
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We're building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strength...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Sr. Client Service Associate - Prestigious Family Office

Sr. Client Service Associate - Prestigious Family Office

San Francisco StaffingSan Francisco, CA, US
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Senior Client Associate Wealth Management.A highly respected multi-family office is seeking a Senior Client Associate to join its San Francisco-based team. This firm serves ultra-high-net-worth cli...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate

Client Service Associate

TBWBHSan Francisco, CA, United States
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Props & Measures and CleanSweep Campaigns is a San Francisco-based full-service political consulting firm that provides top-notch service, years of campaign expertise, cutting-edge creative, advanc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate - NR

Client Service Associate - NR

Stifel Financial CorporationSan Francisco, CA, United States
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Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate - NR

Client Service Associate - NR

StifelSan Francisco, CA, United States
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Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Service Associate - Wealth Management

Client Service Associate - Wealth Management

California StaffingSan Francisco, CA, US
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Client Service Associate | RIA | San Francisco | Hybrid.The firm is a prominent wealth management firm with a legacy of long-standing client relationships spanning generations and managing approxim...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Representative

Client Service Representative

Business WireSan Francisco, CA, United States
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Business Wire, a Berkshire Hathaway company, is the global market leader in press release distribution and regulatory disclosure. We are on a mission to redefine how organizations connect with their...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Associate

Client Associate

Park Hudson InternationalSan Francisco, CA, United States
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Private Wealth $65 k-$80 k base plus bonus San Francisco Bay Area Due to recent promotions and growth, this leading Private Wealth Management firm in San Francisco is seeking 3 exceptional individu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate - UHNWI Client Base

Client Service Associate - UHNWI Client Base

Robert HalfSan Francisco, California, United States
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Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.

Client Service Associate | Multi Family Office | San Francisco | Hybrid | Up to $120k base

Work with some of the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.

You'll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.

On top of competitive pay, 401(k) match, and comprehensive benefits, you'll enjoy a hybrid schedule, flexible vacation, and sabbatical programs - because balance matters here.

Responsibilities

Act as the main contact for UHNW clients, ensuring requests are handled promptly

Partner with senior leaders on strategies and initiatives

Build strong client relationships by anticipating needs

Collaborate with associates and analysts for seamless execution

Support clients with wealth transfer, philanthropy, and tax-efficient strategies

Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)

Partner with investment teams on portfolios and new assets

Contribute to firm-wide projects and initiatives

For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

Bachelor's degree

4+ years in client-facing roles (family office or wealth management experience ONLY)

Strong communication skills; highly responsive with a client-first mindset

Knowledge of estate planning and tax strategies

Proficiency in Microsoft Office; CRM experience (Salesforce / MS Dynamics) preferred

Schwab Advisor Center familiarity a plus

Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market.