- Morgan Stanley (Menlo Park, CA)
- …workforce (M/F/Disability/Vet) **Job:** ** Wealth Management* **Title:** * Private Wealth Management Registered Client Service Associate **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- JPMorgan Chase (Oakland, CA)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …to Thursday) Salary: Up to 149k + bonus About the Company: Planning first Registered Investment Advisor (RIA), with a strong presence on the west coast. The firm ... in assets. Key Responsibilities: + Act as the first point of contact in client communications. + Review, manage and provide recommendations on client portfolios.… more
- Morgan Stanley (Menlo Park, CA)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Registered Client Service ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional...exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily… more