- Robert Half Finance & Accounting (Mountain View, CA)
- …is recruiting for a Client Service Associate at a growing, client -focused Registered Investment Advisor ( RIA ). This is a full-time ... in San Mateo County with a Hybrid schedule. This RIA helps individuals and families reach financial wellness with...high-performing team that values hard work, integrity, and strong client service . The firm offers a positive… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate at a well-established wealth advisory firm. ... high-net-worth clients-including tech executives and entrepreneurs-offering tailored planning and investment strategies. This is a great opportunity to deepen your… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …or TD Ameritrade is a plus + Personable, polished, and committed to exceptional client service + Highly organized, detail-oriented, and able to manage multiple ... Espejo with Robert Half Financial Services is recruiting for a Junior Client Services Associate at a growing wealth management firm. This is a full-time… more
- Aristotle Capital Management (Newport Beach, CA)
- …5 years of relevant financial services work experience: required. + Experience in investment management or client service /sales support within the financial ... to inbound calls and emails as well as other client service requests. Organization, professionalism and the...Services, LLC, are affiliated organizations. Each is an independent investment adviser separately registered under the … more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …accounting systems + Create client reports and maintain accurate data + Collaborate with client service and advisor teams + Calculate fees and manage ... Espejo with Robert Half Financial Services is recruiting for an Operations Associate at a well-established wealth advisory firm. This is a full-time permanent… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Qualifications + 1-2 years of experience in wealth management operations, ideally within a Registered Investment Advisor ( RIA ), brokerage, or family ... offers a unique opportunity to work closely across multiple departments including Investments, Client Service , and Wealth Advisory teams. The ideal candidate is… more
- Citizens (San Francisco, CA)
- Description As a Private Wealth Registered Client Associate , you will play a pivotal role as a trusted resource for our clients and wealth managers. Your ... your administrative and operational skills to facilitate business growth while ensuring exceptional client service . In this position, you will attend to … more