- Bank of America (San Jose, CA)
- Wealth Management Client Associate San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Morgan Stanley (Walnut Creek, CA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate * **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Morgan Stanley (Walnut Creek, CA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate * ... Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player… more
- HSBC (Fremont, CA)
- …progressive customer service and or operational experience within a retail banking, wealth management or equivalent + Bachelor's degree in business, accounting, ... client alternative delivery channel alternatives. Ensures a premium client experience within the Wealth Center channel...the center team to support these efforts. As the Client Experience Associate , you will: + Ensure… more
- Atria Wealth Solutions (San Jose, CA)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to ... relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment services to… more
- KPMG (Walnut Creek, CA)
- …Identify and clearly communicate performance improvement opportunities and leading practices to client personnel and senior management and work with partners to ... **Business Title:** Senior Associate , Internal Audit **Requisition Number:** 119115 - 15...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:** Senior Associate , Workday Projects/Assets/Customers Lead **Requisition Number:** 112679 - 12 **Function:** Advisory **Area of Interest:** ... 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
- Tiburcio Vasquez Health Center (Hayward, CA)
- Under the direct supervision of the CDO, the Associate Dental Director will oversee the dental services provided across all sites. In addition to direct patient ... Procedures. The position also assists and supports the CDO in the management of personnel, provider schedules, annual performance evaluations of staff, including… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- The Associate Medical Director, Adult Medicine is an essential member of the TVHC team. By leading and empowering team members in the delivery of high quality, ... Under the direct supervision of the Chief Medical Officer (CMO), the Associate Medical Director is responsible for the day-to-day supervision of care services.… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- Under the direct supervision of the Chief Medical Officer (CMO), the Associate Medical Director, Family Medicine is responsible for the day-to-day supervision of ... to represent the programs/projects for the effective integration of multidisciplinary patient/ client services across multiple departments. Based on the discretion of… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- Under the direct supervision of the Chief Medical Officer (CMO), the Associate Program Director is responsible for the implementation of TVHC's New Graduate NP / PA ... to represent the programs/projects for the effective integration of multidisciplinary patient/ client services across multiple departments. Based on the discretion of… more
- HUB International (San Ramon, CA)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Hub believes in empowering its clients ... the client on assigned accounts. The Producer has primary responsibility for client relationship management and initiating new sales. The AE has primary… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- …community and is the primary administrative contact in charge of oversight and management for all school-based services throughout TVHC. The Manager reports to the ... for services at the site(s). The Manager works collaboratively with the Associate Medical Director for Pediatrics to ensure all pediatric and adolescent services… more