- Robert Half Finance & Accounting (San Jose, CA)
- …growth opportunities and supports professional development. Responsibilities: + Providing excellent service to clients. + Handling client paperworks. + Helping ... San Jose. They're known for their amazing growth, first-class service , and innovative use of technology. This firm offers...in client meetings. + Keeping up-to-date with client documentation. + Adhering to regulatory rules. + Updating… more
- HSBC (Cupertino, CA)
- …share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with ... client focus, and understanding of the fundamentals of wealth planning will be key as the Wealth... wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and… more
- HSBC (Cupertino, CA)
- …through the consistent leadership with respect to sales and servicing of financial service products within the Wealth Center. Accountable for the implementation ... Associates and Premier Relationship Managers within a Wealth Center. As our Wealth Center Manager you will: + Support and drive business development… more
- Morgan Stanley (Menlo Park, CA)
- …Coordinates enrollment campaigns/meetings for existing clients * Assigns work to team's Client Service Associate as appropriate * Cultivates and develops ... across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management...in a fast-paced, evolving environment _*Reports To:*_ * Business Service Manager Expected base pay rates for… 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 Citi ... and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- Citigroup (San Mateo, CA)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- US Bank (Palo Alto, CA)
- …and discover what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and ... insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio… more
- Deloitte (San Jose, CA)
- …themselves in the areas of business strategy, sales and marketing, client service , product development, technology modernization and business operations. ... HR organizations - from the CEO to CFO, Risk Manager to Business Unit leader-and that we deliver on...business vision using innovative strategic frameworks that enhance HR service delivery models, set the stage for continuously improving… 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
- Bank of America (San Mateo, CA)
- …relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with ... + Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team… more
- Bank of America (San Jose, CA)
- …relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with ... + Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team… more
- HSBC (Cupertino, CA)
- …alternative delivery channel alternatives. Ensures a premium client experience within the Wealth Center channel and works with Center Manager and the center ... and the planet we all share. Supports retail operational, service , accounting and compliance-related activities within a Wealth...team to support these efforts. As the Client Experience Associate, you will: + Ensure the overall… more
- Morgan Stanley (Menlo Park, CA)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Client Service Associate * ... *POSITION SUMMARY:* Client Service Associates help shape the...oriented, self-motivated and results driven *_Reports to:_* * Business Service Manager Expected base pay rates for… more
- Bank of America (San Jose, CA)
- …Coordinates team assignments, projects and key initiatives, and ensures execution of teams client service strategy. Requires a thorough knowledge of the Merrill ... Business Manager San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth m anagement and investment… more
- Morgan Stanley (San Mateo, CA)
- …Job functions also include maintaining a superior and consistent level of client service , developing cohesive teams, providing consistent leadership, and ... Branch Manager . *DUT**I**E**S and RESPONSIBILITIES:* *P**r**oduction-Related* . Build a client base of high net worth households by prospecting and developing… more
- BMO Financial Group (San Jose, CA)
- …BMO One Client focus across all lines of business including Wealth , Retail, Small Business, and Capital Markets. Facilitates growth initiatives for the Bank ... the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and… more
- KPMG (Santa Clara, CA)
- **Business Title:** Technology Risk, Manager **Requisition Number:** 119369 - 13 **Function:** Advisory **Area of Interest:** **State:** CA **City:** Santa Clara ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (San Jose, CA)
- …Solutions for our Consulting (https://advisory.kpmg.us/) practice. Responsibilities: + Lead multiple client service delivery teams in the active execution of ... **Business Title:** Manager , Oracle FCCS **Requisition Number:** 110003 - 12...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that… more
- KPMG (San Jose, CA)
- **Business Title:** Manager , Commercial Credit Risk **Requisition Number:** 115189 - 12 **Function:** Advisory **Area of Interest:** **State:** CA **City:** San Jose ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Deloitte (San Jose, CA)
- …advisory services, with clients in over 20 industries, is seeking an exceptional Advisory Manager with a focus on SAP Treasury. With a robust portfolio of well-known ... Treasury: We are in search of an experienced Advisory Manager who is passionate about SAP Treasury transformation and...shape the landscape of our clients' financial success. + Client Engagement: Play a central role in client… more