- Robert Half Finance & Accounting (San Jose, CA)
- …growth opportunities and supports professional development. Responsibilities: + Providing excellent service to clients. + Handling client paperworks. + Helping ... San Jose. They're known for their amazing growth, first-class service , and innovative use of technology. This firm offers...in client meetings. + Keeping up-to-date with client documentation. + Adhering to regulatory rules. + Updating… 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 ... across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management...in a fast-paced, evolving environment _*Reports To:*_ * Business Service Manager Expected base pay rates for… more
- Citigroup (Pleasant Hill, CA)
- …in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ... and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- Citigroup (Piedmont, CA)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- BMO Financial Group (Walnut Creek, CA)
- …to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with creation ... issues. + Introduces subject matter experts to the client . + Shares wealth solutions expertise and...build capability and drive business growth. + Meets high-quality service standards to maximize relationship retention and growth. +… more
- US Bank (Palo Alto, CA)
- …and discover what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and ... insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio… more
- Bank of America (San Jose, CA)
- …relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with ... + Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team… more
- HSBC (Fremont, CA)
- …alternative delivery channel alternatives. Ensures a premium client experience within the Wealth Center channel and works with Center Manager and the center ... and the planet we all share. Supports retail operational, service , accounting and compliance-related activities within a Wealth...team to support these efforts. As the Client Experience Associate, you will: + Ensure the overall… 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 * ... *POSITION SUMMARY:* Client Service Associates help shape the...oriented, self-motivated and results driven *_Reports to:_* * Business Service Manager Expected base pay rates for… more
- Bank of America (San Jose, CA)
- …Coordinates team assignments, projects and key initiatives, and ensures execution of teams client service strategy. Requires a thorough knowledge of the Merrill ... Business Manager San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth m anagement and investment… more
- Charles Schwab (Pleasanton, CA)
- …role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager , both of whom you will ... may be the opportunity for you. **What you have** 1+ years of Client /Customer Service experience **Preferred Qualifications:** + Previous experience in Financial… more
- BMO Financial Group (San Jose, CA)
- …BMO One Client focus across all lines of business including Wealth , Retail, Small Business, and Capital Markets. Facilitates growth initiatives for the Bank ... the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and… more
- KPMG (Santa Clara, CA)
- **Business Title:** Technology Risk, Manager **Requisition Number:** 119369 - 13 **Function:** Advisory **Area of Interest:** **State:** CA **City:** Santa Clara ... 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)
- …Solutions for our Consulting (https://advisory.kpmg.us/) practice. Responsibilities: + Lead multiple client service delivery teams in the active execution of ... **Business Title:** Manager , Oracle FCCS **Requisition Number:** 110003 - 12...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that… more
- KPMG (San Jose, CA)
- **Business Title:** Manager , Commercial Credit Risk **Requisition Number:** 115189 - 12 **Function:** Advisory **Area of Interest:** **State:** CA **City:** San Jose ... 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
- Deloitte (San Jose, CA)
- …advisory services, with clients in over 20 industries, is seeking an exceptional Advisory Manager with a focus on SAP Treasury. With a robust portfolio of well-known ... Treasury: We are in search of an experienced Advisory Manager who is passionate about SAP Treasury transformation and...shape the landscape of our clients' financial success. + Client Engagement: Play a central role in client… more
- KPMG (San Jose, CA)
- **Business Title:** Manager , Internal Audit **Requisition Number:** 119118 - 12 **Function:** Advisory **Area of Interest:** **State:** CA **City:** San Jose ... 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:** Manager , Financial Due Diligence **Requisition Number:** 118417 - 13 **Function:** Advisory **Area of Interest:** **State:** CA **City:** Santa ... 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 (San Jose, CA)
- **Business Title:** Manager , Workday Adaptive Planning Lead **Requisition Number:** 116905 - 12 **Function:** Advisory **Area of Interest:** **State:** CA **City:** ... 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 (San Jose, CA)
- **Business Title:** Manager , Oracle Cloud Financials - Record to Report **Requisition Number:** 115132 - 12 **Function:** Advisory **Area of Interest:** **State:** ... 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