- 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 $400 million...in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic… more
- 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
- JPMorgan Chase (Dublin, CA)
- …solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked with delivering ... 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)
- …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
- Citigroup (Palo Alto, CA)
- …of banking and wealth management solutions to our clients + Provide complete service support to client , including solving complex client inquiries + ... The Associate Banker SAFE Act LO is a strategic...with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to… 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
- 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