- 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 ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- Morgan Stanley (Menlo Park, CA)
- …its workforce (M/F/Disability/Vet) **Job:** ** Wealth Management * **Title:** *Private Wealth Management Registered Client Service Associate ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Morgan Stanley (Menlo Park, CA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Registered Client Service Associate* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional...Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management … more
- JPMorgan Chase (San Jose, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive ... of clients, from those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering advised solutions and Chase… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- …and venue-based outreach and engagement, assessments, health services, triage, case management , and connections to housing agencies and mental health services. ... package that extends beyond base salary, designed to support the health, wealth , and career development of our employees. Responsibilities: + Administer medical care… more
- Morgan Stanley (Menlo Park, CA)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate * ... and collaborating with Financial Advisors *Additional responsibilities and requirements for a Registered Client Service Associate* * Input orders at the… more
- Atria Wealth Solutions (San Jose, CA)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to ... this role, the successful candidate key responsibilities will include working with registered representatives in assigning the servicing and transitioning of "B" and… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- …venue-based outreach and engagement, assessment, health services and triage, case management , linkages to housing agencies, and mental health services. The program ... package that extends beyond base salary, designed to support the health, wealth , and career development of our employees. Responsibilities: + Guide and maintain… more