- 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
- Bank of America (San Jose, CA)
- Registered Wealth Management Client Associate San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to help ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- Bank of America (San Jose, CA)
- Wealth Management Client Associate San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- 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 the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Robert Half Finance & Accounting (Pleasanton, CA)
- …registered investment advisor (RIA) firm that specializes in providing comprehensive wealth management and financial planning services to both individuals ... please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service Associate Location: Pleasanton Salary: 75k-85k About the Company: The company is… more
- Robert Half Finance & Accounting (Los Gatos, CA)
- …thrilled to partner with an exceptional company in the search for a Client Associate to join their esteemed Wealth Advisory team. Our client is dedicated ... contribute to their continued success. Position Overview: As a Client Associate , you will play a crucial...to clients. Key Responsibilities: + Collaborate closely with the Wealth Advisory team to fulfill client service… more
- JPMorgan Chase (Palo Alto, CA)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you… 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
- Morgan Stanley (Palo Alto, CA)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). ** **Job:** ** Wealth Management * **Title:** * Associate Market Manager* ... leadership. The Associate Market Manager helps in ensuring proper fiscal management , personnel management and morale, and business ethics and practices, as… 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
- KPMG (Santa Clara, CA)
- **Business Title:** Senior Associate , Financial Due Diligence **Requisition Number:** 116819 - 13 **Function:** Advisory **Area of Interest:** **State:** CA ... 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
- Robert Half Finance & Accounting (Menlo Park, CA)
- …over $4.0 billion in assets under management . They are seeking a new Associate Wealth Advisor to join the team. Responsibilities include: + Prepare agendas, ... under Charlie O'Brien and email me your resume. Our client is an independent investment advisory firm with offices...reports and analyses for client meetings + Play a key role in the… more