- 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 (Mill Valley, CA)
- …If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Services Associate Location: Mill Valley, Hybrid Schedule (2-3 days) Salary: ... Investment Advisor that is deeply committed to delivering exceptional service to discerning clients and actively engaging with the...the local community. Key Responsibilities: + Work closely with Wealth Advisors to support high net wealth … 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
- Bank of America (San Francisco, CA)
- Wealth Management Seasonal Client Associate San Francisco, California **Job Description:** Merrill Wealth Management is a leading provider of ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (San Francisco, CA)
- Wealth Management Seasonal Client Associate San Francisco, California **Job Description:** Merrill Wealth Management is a leading provider of ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).The… more
- JPMorgan Chase (San Francisco, CA)
- … Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Neuberger Berman (San Francisco, CA)
- …and implementation, retirement planning, philanthropy, and estate planning. + Provide world-class client service and investment advice tailored to the unique ... **Summaries:** The Wealth Advisor Associate will provide support...of contact for the operational and investment needs of client relationships. **Responsibilities:** + Serve as regular point of… more
- Citigroup (San Francisco, 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 is a seasoned professional...with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to… 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Associate Financial Advisor Employment Type: Full-Time Location: San Francisco; Hybrid (2 ... delivering personalized financial guidance that makes a real impact? A thriving Wealth Management Firm dedicated to helping individuals and businesses achieve their… more
- Robert Half Finance & Accounting (Danville, CA)
- Description Job Posting: Client Service Associate /Trader Employment Type: Full-Time Location: East Bay Comp: $115-$130k A Wealth Management Firm managing ... in the East Bay is looking for an experience Client Service Associate to join...timely manner. Requirements + 3+ years of experience in Wealth Management + 1+ years of trade operations experience.… more
- JPMorgan Chase (San Francisco, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… 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 (San Francisco, 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
- Citigroup (San Francisco, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely… more
- Comerica (San Francisco, CA)
- …job duties and streamlining processes. Working collaboratively with leadership across Private Wealth and other Client Service Managers, ensures appropriate ... of client support staff. Position Responsbilities Manage support and associate staff functions * Directly supervise all support staff within designated region… more
- BlackRock (San Francisco, CA)
- …across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family ... **About This Role** We are looking for a highly organized and collaborative Client Contract Associate to support our growing Client Operations and Client … more
- Comerica (Walnut Creek, CA)
- …allocation and assets in accordance with the Investment Policy Committee and Wealth Management policies and guidelines. Customer Service (Internal/External) * ... Investment Associate II Assists in the management of high...complex accounts (ie, asset allocation, PIP, investment coding and client meetings). Position Responsibilities Account Administration * Accurately enter… more
- Comerica (San Francisco, CA)
- …The Private Banking Associate II position is responsible for driving the client experience goals of Comerica Bank. This includes supporting the Wealth ... this position will possess the ability to provide exceptional client services in a fast-paced environment by supporting all... services in a fast-paced environment by supporting all client needs and activities. Provides timely responses for … more