- 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
- Bank of America (San Jose, CA)
- Wealth Management Client Associate San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… 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
- Bank of America (San Jose, CA)
- Registered Wealth Management Client Associate San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- Bank of America (Palo Alto, CA)
- Wealth Management Client Associate Palo Alto, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… 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 ... accurately to client questions and concerns. The Wealth Management Associate is an integral member...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… more
- Morgan Stanley (Menlo Park, CA)
- …its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Menlo Park* ... *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 * **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
- 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 seasoned...with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to… 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 , Workday Projects/Assets/Customers Lead **Requisition Number:** 112679 - 12 **Function:** Advisory **Area of Interest:** ... 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)
- …balance multiple engagements, play a positive role in well-functioning and collegial client service teams, maintain professionalism, and provide excellent ... **Business Title:** Senior Associate , International Tax - Asset Management **Requisition Number:**...client service KPMG complies with all local/state regulations regarding displaying… more
- KPMG (Santa Clara, CA)
- **Business Title:** Sr. Associate , Workday Payroll - Implementation **Requisition Number:** 118414 - 13 **Function:** Advisory **Area of Interest:** **State:** CA ... 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, 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
- KPMG (Santa Clara, CA)
- **Business Title:** PTA Senior Associate , Accounting Advisory Services **Requisition Number:** 118552 - 13 **Function:** Advisory **Area of Interest:** **State:** CA ... 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 , Financial Due Diligence **Requisition Number:** 118442 - 13 **Function:** Advisory **Area of Interest:** **State:** CA ... 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
- Morgan Stanley (Palo Alto, CA)
- …growth, increasing profitability, maintaining a superior and consistent level of client service , developing cohesive teams, and providing consistent leadership. ... employer committed to diversifying its workforce (M/F/Disability/Vet). ** **Job:** ** Wealth Management* **Title:** * Associate Market Manager* **Location:**… 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)
- Under the direct supervision of the Chief Medical Officer (CMO), the Associate Medical Director, Family Medicine is responsible for the day-to-day supervision of ... care services. This position combines direct service with hands-on administrative responsibilities in support of all Clinical programs. Working as a collaborative… more