- 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …, an independent SEC Registered Investment Advisor, is dedicated to exceptional client service and community engagement. This opportunity offers a supportive, ... work life balance and other unique perks. Responsibilities: + Support Wealth Advisors in serving high-net-worth clients. + Manage daily processes like… more
- Morgan Stanley (San Francisco, CA)
- …**Job:** ** Wealth Management* **Title:** *Private Wealth Management Client Service Associate * **Location:** *California-San Francisco* **Requisition ... *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
- 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
- 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 (San Francisco, CA)
- …* Coordinates enrollment campaigns/meetings for existing clients * Assigns work to team's Client Service Associate as appropriate * Cultivates and develops ... accurately to client questions and concerns. The Wealth Management Associate is an integral member...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… more
- Morgan Stanley (San Francisco, CA)
- …basis if/as needed * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the ... client experience * Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as… 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
- Morgan Stanley (San Francisco, CA)
- …its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Private Wealth Management Service Associate * **Location:** *California-San ... maintenance, money movement, trade support and various approvals. The Service Associate must have the ability to...of Microsoft Office products * Exceptional writing, interpersonal and client service skills * Detail oriented with… 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
- 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 (Walnut Creek, CA)
- …its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate **Location:** *California-Walnut Creek* ... *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 (San Mateo, CA)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Client Service Associate * **Location:** *California-San Mateo* ... *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
- 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
- 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
- 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