- Robert Half Finance & Accounting (Los Gatos, CA)
- …here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Client Service Associate Employment Type: Full-Time Location: Los Gatos, CA ... salary + bonus (DOE) We are partnering with a Wealth Management and Financial Planning firm located...questions and learn, apply today! Responsibilities: + Assist Senior Client Service Associates with managing clients and… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Join a Thriving Wealth Management Firm! Job Posting: Client Service Associate Employment Type: Full-Time Location: San Jose, 100% onsite ... you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by...in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic… more
- Robert Half Finance & Accounting (Los Gatos, CA)
- …If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service Associate Location: Los Gatos, CA (on-site with hybrid opportunity ... with experience, education, and skills) About the Company: A wealth management and financial planning firm based...with client events. + Implement and enhance client service and experience initiatives while identifying… more
- JPMorgan Chase (San Jose, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Bank of America (San Jose, CA)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... , or relationship management . Key responsibilities include providing quality client service , and operations support and executing problems where extensive… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Join a fast-growing Wealth Management Firm that has expanded by $400 million in recent years! We're looking for a motivated Client Service ... to high net worth individuals. + Keeping up-to-date with client documentation. + Adhering to regulatory rules. + Processing...years of experience within the financial services sector, specifically Wealth Management + A history of job… more
- Citigroup (Sunnyvale, CA)
- …in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access.... Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Robert Half Finance & Accounting (Millbrae, CA)
- …If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Wealth Advisor CFP, Wealth Management Location: Peninsula, Hybrid Schedule ... $150-170k + Bonus + Profit Sharing About the Company: Wealth Management firm specializing in serving clients...with clients, provide planning insights, oversee onboarding of new client accounts, and resolve service issues with… more
- US Bank (Palo Alto, CA)
- …what you excel at-all from Day One. **Job Description** **Job Description** The Wealth Management Advisor (WMA) position is the investment planning, investment ... and insurance products lead on the Wealth Management Team. The WMA is responsible...due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client… more
- US Bank (San Jose, CA)
- …10 or more years of experience in high and ultra-high net worth client wealth management activities **Preferred Skills/Experience** + Excellent relationship ... and committed to our clients and employees. At Private Wealth Management , we are uniquely positioned for...to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership… more
- Citigroup (Palo Alto, CA)
- …and wealth management solutions to our clients + Provide complete service support to client , including solving complex client inquiries + ... with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to...5+ years of relevant experience + Prior experience in wealth management or other financial services roles… more
- BMO Financial Group (Palo Alto, CA)
- …to** **markets and investment solutions and may have direct client contact.** **KEY ACCOUNTABILITIES** **Sourcing, Due Diligence and Monitoring** **Responsible ... **Assist Research team and advisors in generating routine and custom** ** client reports** **Provide periodic qualitative and quantitative reviews of investment**… more
- Robert Half Finance & Accounting (San Jose, CA)
- …contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity. Our client is a thriving wealth management firm in San Jose. ... development. Competitive compensation. Awesome team. Responsibilities: + Providing excellent service to clients. + Helping out in client...you may have. Requirements + 3+ years experience in wealth management (no exceptions). + A history… more
- JPMorgan Chase (Palo Alto, CA)
- …Wealth Management , offers US based clients and their advisors the personalized service of a dedicated wealth management business and the global ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client… more
- Charles Schwab (San Mateo, CA)
- …Service experience **Preferred Qualifications:** + Previous experience in Financial Services/ Wealth Management and/or closely related industry. + While ... quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to...have the opportunity to bring your passion for customer service to a role and a firm that will… more
- Bank of America (San Jose, CA)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Manager - EGP San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of...Building + Administrative Services + Client Investments Management + Customer Service Management … more
- Bank of America (Palo Alto, CA)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Alto Palo Alto, California;San Mateo, California **Job Description:** Merrill Wealth Management is a leading provider of...client requests and makes introductions to appropriate internal service providers based on client needs and… more
- Bank of America (Palo Alto, CA)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... (Centralized) - Palo Alto Merrill Office Palo Alto, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth … more
- US Bank (Cupertino, CA)
- …banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through ... talent in **_Cupertino, CA_** or **_Millbrae, CA_** ! The Wealth Management Banker in the affluent segment...expert advice and counsel in the area of affluent wealth banking client relationships by focusing on… more
- Charles Schwab (Sunnyvale, CA)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your ... practice holistically through client asset consolidation, networking, and earning client ...in additional to furthering your own professional development in Wealth Management . + Investment Professionals' Compensation |… more