- Robert Half Finance & Accounting (San Jose, CA)
- …Fukumae via LinkedIn for fastest consideration for this opportunity. Join a rapidly expanding Wealth Management Firm that has grown by $400 million in recent ... years! We're seeking a dynamic Client Service Advisor to join their team...years of experience within the financial services sector, specifically Wealth Management + A history of job… more
- Morgan Stanley (Palo Alto, CA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate **Location:** ... to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through...PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills… more
- Morgan Stanley (Menlo Park, CA)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate * **Location:** ... *POSITION SUMMARY:* Client Service Associates help shape the...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Morgan Stanley (Los Gatos, CA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate* ... to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis. Through regular...PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills… 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
- Morgan Stanley (Menlo Park, CA)
- …firm to respond quickly and accurately to client questions and concerns. The Wealth Management Analyst/ Associate is an integral member of the advisory team ... / / /We are seeking both Wealth Management *Analysts*and*Associates*for our branches/ *DUTIES and RESPONSIBILITIES:* * Client... Wealth Advisors * Assigns work to team's Client Service Associate as appropriate * Coordinates… more
- Morgan Stanley (Menlo Park, CA)
- *POSITION SUMMARY:* The Wealth Management Analyst's responsibilities include producing strategy reports, synthesizing client /prospect data to develop ... and executing marketing strategies to attract new clients. The Wealth Management Analyst focuses on servicing clients...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… more
- Morgan Stanley (Menlo Park, CA)
- *POSITION SUMMARY:* Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth ... MS Excel) and internet applications * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the… 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
- Morgan Stanley (Palo Alto, CA)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... needs is an important part of our culture. The Wealth Management National Sales organization supports the...position each of the major product capabilities against suitable client need and, where necessary, refer Financial Advisor inquiry… 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)
- …Please contact Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity. Our client is a thriving wealth management firm in San Jose. ... in web calls and international banking support. Requirements + 3+ years' experience in wealth management (no exceptions). + A history of job stability. +… more
- HSBC (Cupertino, CA)
- …customer service and or operational experience within a retail banking, wealth management or equivalent + Bachelor's degree in business, accounting, related ... our communities and the planet we all share. Supports retail operational, service , accounting and compliance-related activities within a Wealth Center. Manages… 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
- 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 (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 ... Market San Jose, California;San Jose, California; Monterey, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … more
- Morgan Stanley (Menlo Park, CA)
- Morgan Stanley at Work ("MSAW") is a division within Morgan Stanley Wealth Management , comprised of Shareworks by Morgan Stanley, Marketing, Retirement Plan ... our services to enhance the efficiency of the delivery. Service delivery within the corporate client expands...packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** *Morgan Stanley at Work… more
- Morgan Stanley (Los Gatos, CA)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Director of Investments* **Location:** ... for the current asset allocation in conjunction with the Financial Advisor / Private Wealth Advisor * Client Engagement* * May participate in or conduct client… 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 (Campbell, 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