- Morgan Stanley (Menlo Park, CA)
- …**Job:** ** Wealth Management * **Title:** *Private Wealth Management Registered Client Service Associate **Location:** *California-Menlo Park* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Robert Half Finance & Accounting (San Jose, CA)
- …in the implementation and monitoring of compliance processes. Requirements + 5+ years of wealth management experience + Must have great tenure at previous jobs - ... Espejo via LinkedIn or Email for fastest consideration for this opportunity. Our client is a distinguished and rapidly growing investment advisory firm based in San… more
- Morgan Stanley (Palo Alto, CA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate **Location:** ... to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through...PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills… more
- Morgan Stanley (Menlo Park, CA)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate * **Location:** ... *POSITION SUMMARY:* Client Service Associates help shape the...* 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* ... to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis. Through regular...PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills… more
- Robert Half Finance & Accounting (San Jose, CA)
- …additional info or any questions you may have. Requirements + 5+ years experience in wealth management . + A history of job stability. + Willingness to be on-site ... growth opportunities and supports professional development. Responsibilities: + Providing excellent service to clients. + Handling client paperworks. + Helping… more
- Robert Half Finance & Accounting (San Jose, CA)
- …If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service Associate Location: San Jose, CA 100% Onsite Salary: $90-110k ... + 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 ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life… more
- JPMorgan Chase (Fremont, 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 ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… 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 ... us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial...a client first mindset **Skills:** + Account Management + Client Management +… more
- Morgan Stanley (Menlo Park, CA)
- …firm to respond quickly and accurately to client questions and concerns. The Wealth Management Analyst/ Associate is an integral member of the advisory team ... / / /We are seeking both Wealth Management *Analysts*and*Associates*for our branches/ *DUTIES and RESPONSIBILITIES:* * Client... Wealth Advisors * Assigns work to team's Client Service Associate as appropriate * Coordinates… more
- Morgan Stanley (Menlo Park, CA)
- …firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is ... *POSITION SUMMARY:* The Wealth Management Associate is often the...campaigns/meetings for existing clients * Assigns work to team's Client Service Associate as appropriate * Cultivates… more
- Morgan Stanley (Menlo Park, CA)
- *POSITION SUMMARY:* The Wealth Management Analyst's responsibilities include producing strategy reports, synthesizing client /prospect data to develop ... and executing marketing strategies to attract new clients. The Wealth Management Analyst focuses on servicing clients...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… more
- Morgan Stanley (Menlo Park, CA)
- …The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors ... equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Private Wealth … 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 ... and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access.... Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… 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...due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client… more
- BMO Financial Group (Walnut Creek, CA)
- …+ Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management . + In-depth / expert knowledge of Bank products, services and ... Provides advisory-based sales and relationship management to attract, retain and grow a portfolio... issues. + Introduces subject matter experts to the client . + Shares wealth solutions expertise and… more
- HSBC (Fremont, CA)
- …customer service and or operational experience within a retail banking, wealth management or equivalent + Bachelor's degree in business, accounting, related ... our communities and the planet we all share. Supports retail operational, service , accounting and compliance-related activities within a Wealth Center. Manages… more
- Charles Schwab (Pleasanton, CA)
- …Service experience **Preferred Qualifications:** + Previous experience in Financial Services/ Wealth Management and/or closely related industry. + While ... quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to...have the opportunity to bring your passion for customer service to a role and a firm that will… more
- Bank of America (San Jose, CA)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Manager - EGP San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of...Building + Administrative Services + Client Investments Management + Customer Service Management … more