- 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 (Los Gatos, CA)
- …its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Los Gatos* ... *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 (Palo Alto, CA)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Client Service Associate **Location:** *California-Palo Alto* ... *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
- HSBC (Cupertino, CA)
- …our communities and the planet we all share. Supports retail operational, service , accounting and compliance-related activities within a Wealth Center. Manages ... client alternative delivery channel alternatives. Ensures a premium client experience within the Wealth Center channel...the center team to support these efforts. As the Client Experience Associate , you will: + Ensure… 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
- 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
- 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
- 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
- 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
- Morgan Stanley (Palo Alto, CA)
- …as tracking follow-ups * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the ... materials, and performance measurement for technically advanced accounts. *DUTIES and RESPONSIBILITIES:* * Client Service :* As a key member of the service… 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