- Robert Half Finance & Accounting (San Jose, CA)
- …Firm that has expanded by $400 million in recent years! We're looking for a motivated Client Service Advisor to join their team. This firm has great work life ... 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 stability. +… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service Associate Location: San Jose, CA 100% Onsite Salary: ... + Run back-office reconciliation processes and provide a high level of service to sophisticated clients. + Support web-based conference calls and provide… more
- Morgan Stanley (Menlo Park, CA)
- …Financial Advisors / Private Wealth Advisors * Assigns work to team's Client Service Associate as appropriate * Coordinates enrollment campaigns/meetings ... accurately to client questions and concerns. The Wealth Management Analyst/ Associate is an integral...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… more
- Morgan Stanley (Menlo Park, CA)
- …and tracking follow-ups * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of ... *POSITION SUMMARY:* Wealth Management Analysts provide exceptional service ...including: * Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular… more
- Morgan Stanley (Walnut Creek, CA)
- …workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Walnut Creek* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional ... to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis. Through regular… more
- Morgan Stanley (Menlo Park, CA)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Client Service Associate - Part-Time* **Location:** ... *POSITION SUMMARY* Client Service Associates provide exceptional ...to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through… more
- Morgan Stanley (Menlo Park, CA)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Client Service Associate * **Location:** *California-Menlo ... the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through… more
- Morgan Stanley (Pleasanton, CA)
- …(M/F/Disability/Vet).#LI-JP1 **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Pleasanton* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… 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. They're ... professional development. Competitive compensation. Awesome team. Responsibilities: + Providing excellent service to clients. + Helping out in client meetings.… more
- Comerica (Walnut Creek, CA)
- …allocation and assets in accordance with the Investment Policy Committee and Wealth Management policies and guidelines. Customer Service (Internal/External) * ... Investment Associate II Assists in the management of high...complex accounts (ie, asset allocation, PIP, investment coding and client meetings). Position Responsibilities Account Administration * Accurately enter… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- The Associate Medical Director, Adult Medicine is an essential member of the TVHC team. By leading and empowering team members in the delivery of high quality, ... Under the direct supervision of the Chief Medical Officer (CMO), the Associate Medical Director is responsible for the day-to-day supervision of care services.… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- Under the direct supervision of the CDO, the Associate Dental Director will oversee the dental services provided across all sites. In addition to direct patient ... package that extends beyond base salary, designed to support the health, wealth , and career development of our employees. Responsibilities: + Provides direct patient… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- …the day-to-day supervision of care services. This position combines direct service with hands-on administrative responsibilities in support of all Clinical programs. ... to represent the programs/projects for the effective integration of multidisciplinary patient/ client services across multiple departments. Based on the discretion of… more