Top 918 Senior service associate Jobs in San Francisco, Ca

Associate / Senior Associate, Client Service - SF
Jordan Park Group —San Francisco, CA
- $100,000 - $135,000 a year
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Health insurance
S&O Senior Associate
Clipboard —San Francisco, CA
- $90,000 - $130,000 a year
- Urgently hiring
- Remote
- Management
- Research
- Mid-level
Associate Attorney
Cole & Van Note —Oakland, CA
- $150,000 - $185,000 a year
- Full-time
- Mid-level
- In-person
- 2 years
- Health insurance
- Dental insurance
Quick Apply
Sr. Client Service Associate/ Sr. Client Service Manager
Wealth Enhancement Group —Walnut Creek, CA
- $51,450 - $126,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
12d
Senior IT Internal Auditor
Okta —San Francisco, CA
- $117,000 - $160,600 a year
- Hybrid work
- Computer Science
- Office
- SQL
Quick Apply
Expert Senior Manager, AI Engineering
Bain & Co. —San Francisco, CA
- $258,000 - $293,500 a year
- Full-time
- System design
- Office
- Continuous improvement
- Wellness program
- Paid holidays
Quick Apply
Associate Attorney - General Liability (Remote)
Everforth, Cybercoders —San Francisco, CA
- $140,000 - $180,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Mentoring
- Health insurance
- Flexible spending account
Quick Apply
Office Manager
CBEM LLC —Lafayette, CA
- $36.06 an hour
- Full-time
- Google Workspace
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Senior Associate/Counsel
Knox Ricksen LLP —California
- $200,000 - $240,000 a year
- Full-time
- Remote
- Writing skills
- 8 years
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
1d
Controller
The Unity Council —Oakland, CA
- $140,000 - $180,000 a year
- Email
- Hybrid work
- Background check
- CPA
- 5 years
- Wellness program
- 403(b) matching
Quick Apply
Community Manager
Avanath —El Cerrito, CA
- $28 - $33 an hour
- Microsoft Excel
- Writing skills
- Residential
- Paid holidays
- Health insurance
Quick Apply
HYBRID Of Counsel - Eminent Domain
Everforth, Cybercoders —Oakland, CA
- $215,000 - $315,000 a year
- Full-time
- Hybrid work
- 7 years
- Writing skills
- Business development
Quick Apply
Project Manager I
Corovan Corporation —San Leandro, CA
- $27.25 - $33.59 an hour
- Overtime
- Microsoft Excel
- Bachelor of Science
- English
Quick Apply
Senior Complex Litigation Associate – San Francisco (298/o)
Denovo Review —San Francisco, CA
- Full-time
- 8 years
- Project management
- Senior level
Quick Apply
College Success Manager (12th Grade)
Boys & Girls Clubs of the Peninsula —South San Francisco, CA
- $31 - $34 an hour
- Full-time
- Microsoft Word
- Background check
- Spanish
- Health insurance
- Dental insurance
Quick Apply
Front Desk Sales Associate
888 Table Tennis —Burlingame, CA
- From $20 an hour
- Weekends as needed
- Experience working with individuals with disabilities
- Cash register
- Experience working with children
- Paid time off
- Employee discount
Quick Apply
1d
Manager or Senior Manager - Renewable Energy Credits (AMCS)
KPMG —San Francisco, CA
- $105,640 - $223,100 a year
- Full-time
- CPA
- Master's degree
- Bachelor's degree
- Disability insurance
- Health insurance
Tax Associate
Wealth Enhancement Group —El Cerrito, CA
- $57,750 - $126,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Profit sharing
- Paid parental leave
6d
Senior Tax Manager - California Resident
Robert Lee & Associates, LLP —California
- $150,000 - $195,000 a year
- Full-time
- Remote
- CPA
- Customer service
- Bachelor of Science
- Health insurance
- Dental insurance
Quick Apply
Associate Wealth Advisor - Hightower Signature Wealth
HighTower Advisors —San Ramon, CA
- $75,000 - $80,000 a year
- Full-time
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Health savings account
Quick Apply

I want to receive the latest job alert for senior service associate in san francisco, ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

senior service associate jobs near san francisco, ca

Associate / Senior Associate, Client Service - SF

Jordan Park Group
San Francisco, CA

Apply Now

Job Details

$100,000 - $135,000 a year

Benefits

Commuter assistance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Gym membership

Qualifications

Opening bank accounts
Customer records maintenance
Investment advisory support
Financial services customer support
Confidential information handling
Customer relationship building
Account maintenance
Operational risk management
Investment operations
Regulatory compliance
Mid-level
Managing clients in a customer support role
Salesforce Cloud
Bachelor's degree
Managing clients in a finance role
Data management
Client services
Investment account customer support
Financial data management
Organizational skills
Customer issue escalation
Cash management
CRM system proficiency
4 years
Account management
Legal compliance
Banking regulatory compliance

Full Job Description

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes.

Our mission is to enhance lives and legacies.

Associate / Senior Associate, Client Service
San Francisco, California

Your Role

We are looking for an Associate / Senior Associate on our Client Service team in San Francisco to support the growth of our firm. Primary responsibilities include:

Providing exceptional service while anticipating client needs and concerns, and proactively delivering solutions for all aspects of client relationships
Supporting complex client onboarding and investment account opening processes including subscription documentation for private investments
Participate in working with custodian service teams to facilitate client activity
Assisting experienced team members as a liaison with client's other trusted advisors such as accountants, attorneys, lenders and insurance advisors
Creating and maintaining client and partner data n Salesforce and other systems
Monitoring and assisting with client inquiries and issues, and escalating complex issues to the appropriate team member, as needed, across a variety of family office-focused areas, including major purchases, philanthropic grant-making, and personal staffing
Managing risk and assisting the Firm in adhering to regulatory compliance and operational policies and procedures
Assisting with managing cash positions, money movements, and private banking services for clients as needed

About You

Have 4+ years of experience in professional client service or operations work in financial services; preferably within private wealth management, either with an RIA or with a multi-family office
Bachelor's degree preferred
Possess a service-oriented mindset and are motivated to help others
Are well-organized and deadline-driven
Are proactive and possess strong follow-up and organizational skills
Pay attention to the details and are accurate without losing sight of the big picture
Manage multiple priorities simultaneously
Enjoy collaborative environments and communicate effectively with a broad range of stakeholders
Enjoy solving problems - if you don't know the answer, you'll dig until you find it
Love taking on challenges and finding creative solutions
Doesn't get flustered easily
Are discreet in handling sensitive and confidential information
Work well independently and as part of a team

Compensation & Benefits

Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms.

The expected base salary for this role in San Francisco, California will range from $100,000 - $135,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.

Our benefits package includes:

Medical, dental & vision insurance – 100% of premium covered for employees
401k participation with employer contribution
Generous paid time off
Commuter benefits program (pre-paid tax dollars towards your commute)
Fitness Reimbursement
Annual Professional Development Stipend

We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.

Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.

For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice

Jordan Park is an SEC-registered investment adviser (RIA).

Apply Now

Refine Your Search

senior service associate jobs in san francisco, ca

Associate / Senior Associate, Client Service - SF

S&O Senior Associate

Associate Attorney

Sr. Client Service Associate/ Sr. Client Service Manager

Senior IT Internal Auditor

Expert Senior Manager, AI Engineering

Associate Attorney - General Liability (Remote)

Office Manager

Senior Associate/Counsel

Controller

Community Manager

HYBRID Of Counsel - Eminent Domain

Project Manager I

Senior Complex Litigation Associate – San Francisco (298/o)

College Success Manager (12th Grade)

Front Desk Sales Associate

Manager or Senior Manager - Renewable Energy Credits (AMCS)

Tax Associate

Senior Tax Manager - California Resident

Associate Wealth Advisor - Hightower Signature Wealth

I want to receive the latest job alert for senior service associate in san francisco, ca

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected