- 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)
- …** Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate * **Location:** *California-Menlo Park* **Requisition ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… 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
- JPMorgan Chase (Mountain View, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management, you will have ... the opportunity to provide exceptional client service , operational marketing, and administrative support....providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and… more
- Morgan Stanley (Menlo Park, CA)
- …The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors with ... the development and execution investment strategies based on client goals. The Portfolio Management Associate Director works with the Financial Advisor / Private… more
- Morgan Stanley (Palo Alto, CA)
- …its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Palo Alto* ... *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
- Robert Half Finance & Accounting (San Jose, CA)
- …Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity. Our client is a thriving wealth management firm in San Jose. They're known ... 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 of job… more
- JPMorgan Chase (Palo Alto, CA)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... offers US based clients and their advisors the personalized service of a dedicated wealth management business...will establish, maintain, and build relationships while delivering exceptional client service . In this role you will… more
- Wells Fargo (San Jose, CA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + May… more
- Morgan Stanley (Palo Alto, CA)
- …practice efficiencies * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of ... client experience * Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as… more
- Atria Wealth Solutions (San Jose, CA)
- …relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment services to ... Team! We are a looking for a Financial Advisor Associate (FAA) to provide retirement and investment services for...assigning the servicing and transitioning of "B" and "C" client base, conducting regularly scheduled reviews with assigned clients… more
- KPMG (San Jose, CA)
- **Business Title:** Senior Associate , Internal Audit **Requisition Number:** 119115 - 12 **Function:** Advisory **Area of Interest:** **State:** CA **City:** San ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Santa Clara, CA)
- **Business Title:** Technology Risk, Senior Associate **Requisition Number:** 119368 - 13 **Function:** Advisory **Area of Interest:** **State:** CA **City:** Santa ... 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)
- **Business Title:** Senior Associate , Cyber Treats Mgmt **Requisition Number:** 119678 - 12 **Function:** Advisory **Area of Interest:** **State:** CA **City:** San ... 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
- Tiburcio Vasquez Health Center (Hayward, CA)
- The Associate Medical Director of Pediatrics 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
- KPMG (Santa Clara, CA)
- **Business Title:** Senior Associate , Workday - Grants **Requisition Number:** 119939 - 13 **Function:** Advisory **Area of Interest:** **State:** CA **City:** Santa ... 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 (Santa Clara, CA)
- **Business Title:** Senior Associate , Workday HCM **Requisition Number:** 119948 - 13 **Function:** Advisory **Area of Interest:** **State:** CA **City:** Santa ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Santa Clara, CA)
- **Business Title:** Senior Associate , ServiceNow **Requisition Number:** 119944 - 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 don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more