- Robert Half Finance & Accounting (Mountain View, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client -focused Registered ... first point of contact for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors + Prepare and process account… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …with Robert Half Financial Services is recruiting for a Junior Client Services Associate at a growing wealth management firm. This is a full-time permanent ... or TD Ameritrade is a plus + Personable, polished, and committed to exceptional client service + Highly organized, detail-oriented, and able to manage multiple… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate at a well-established wealth advisory firm. This is a ... work alongside experienced advisors, and grow within a collaborative, client -focused environment. You'll enjoy strong mentorship, professional development support, a… more
- Bank of America (San Jose, CA)
- Wealth Management Client Associate (FP) San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- JPMorgan Chase (Menlo Park, CA)
- …solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked with delivering ... exceptional client service , operational marketing, and administrative support...providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and… more
- BMO Financial Group (Palo Alto, CA)
- **Looking for candidates that have prior Banking / Financial Service Industry experience. Preferably 2-3 years within Wealth Management operations or support.** ... receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. more
- Citigroup (Palo Alto, 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 LO is a strategic...with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to… more
- HSBC (Cupertino, CA)
- …share. The Client Experience Associate supports retail operational, service , accounting and compliance-related activities within a Wealth Center. Manages ... of Wealth Center transactional activities while supporting client alternative delivery channel alternatives. Ensures a premium ...the center team to support these efforts As our Client Experience Associate you will: + Ensure… more