Client Service Operations representative Jobs in San Francisco, CA

The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able to work with financial advisors and our custodians with the implementation of new client accounts trade execution liquidity management and ongoing mai...

About Wealth EnhancementWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the st...

Qualifications:Must live in Northern CaliforniaBachelors or Masters degree or equivalent experience10 years of related experience defining selling and delivering large-scale services engagementsAbility to negotiate mutually agreeable outcomes in complex project/program scenarios with clients partner...

Qualifications:Must live in Northern CaliforniaBachelors or Masters degree or equivalent experience10 years of related experience defining selling and delivering large-scale services engagementsAbility to negotiate mutually agreeable outcomes in complex project/program scenarios with clients partner...

This position demands a high level of accuracy critical thinking and independent problem-solving and a strong focus on quality and results. The role involves analyzing complex compliance issues and developing implementing and testing compliance programs for clients in the alternative and traditional...

Provide regulatory compliance support to IQEQs investment adviser clients ensuring their compliance programs meet SEC Rules 206(4)-7 and 38a-1 along with other applicable state and federal securities laws. Responsibilities include maintaining and updating compliance programs to reflect regulatory ch...

Overview Allied Universal North Americas leading security and facility services company offers rewarding careers that provide you a sense of purpose. While working in a dynamic welcoming and collaborative workplace you will be part of a team that contributes to a culture that positively impacts the...

About MercorMercors mission is to organize human intelligence to power the AI economy. Were a leading AI data company building the layer between human expertise and frontier models. Millions of domain experts on the platform are paid over $4 million per day to train frontier AI models. Mercors APEX...

About MercorMercors mission is to organize human intelligence to power the AI economy. Were a leading AI data company building the layer between human expertise and frontier models. Millions of domain experts on the platform are paid over $4 million per day to train frontier AI models. Mercors APEX...

About MercorMercors mission is to organize human intelligence to power the AI economy. Were a leading AI data company building the layer between human expertise and frontier models. Millions of domain experts on the platform are paid over $4 million per day to train frontier AI models. Mercors APEX...

OverviewBaker Tilly is a leading advisory tax and assurance firm providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers New York London San Francisco Los Angeles Chicago and Boston. Baker Tilly Advisory Gr...

Home-Based Client Services Specialist We are seeking a motivated and customer-focused Home-Based Client Services Specialist to join our team. This remote opportunity is ideal for someone who enjoys working with people organizing details and helping clients create smooth and enjoyable experiences. In...

The Labor and Employment Client Service Specialist role is responsible for providing legal administrative support to a team of attorneys by performing complex administrative assistance using specialized knowledge of the assigned practice area(s). This position works collaboratively and cooperatively...

OverviewBaker Tilly is a leading advisory tax and assurance firm providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers New York London San Francisco Los Angeles Chicago and Boston. Baker Tilly Advisory Gr...

OverviewBaker Tilly is a leading advisory tax and assurance firm providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers New York London San Francisco Los Angeles Chicago and Boston. Baker Tilly Advisory Gr...

Job DescriptionJob SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated detail oriented and creative problem solver to join our gro...

Job DescriptionJob SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated detail oriented and creative problem solver to join our gro...

OverviewBaker Tilly is a leading advisory tax and assurance firm providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers New York London San Francisco Los Angeles Chicago and Boston. Baker Tilly Advisory Gr...

This is a remote position.About the RoleWe are seeking a Client Services Coordinator to assist individuals with planning organization scheduling and service-related requests. This role is well suited for someone who enjoys working with people coordinating details and creating a positive client exper...

IQ-EQ is looking for experienced senior financial services executives willing to work 1099 based consulting engagements with the ability to work independently and reliably self-manage time for Outsourced CFO clients. IQ-EQ and its commercial team will source the work and provide you with work opport...