- Robert Half Finance & Accounting (San Jose, CA)
- …Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Client Service Associate at a Wealth Management Firm. This is a full-time ... permanent role based in San Jose. Join a thriving wealth management firm known for its rapid growth, exceptional...and a supportive, team-oriented environment. Responsibilities: + Providing excellent service to clients. + Helping out in client… more
- HUB International (Pasadena, CA)
- …supervision + Positive attitude toward client relations to provide exceptional, proactive client service + Ability to interact with people across all levels ... our current clients and onboarding new clients through providing professional, courteous service to our clients, business partners, and HUB colleagues. + Responsible… more
- CIBC (San Francisco, CA)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + Prepare and… more
- Citizens (San Francisco, CA)
- Description As a Private Wealth Client Service Associate or Registered Client Service Associate , you will play a pivotal role as a trusted ... operational skills to facilitate business growth while ensuring exceptional client service . In this position, you will...Attention to detail, combined with a strong emphasis on client -focused approaches. + Background in private wealth … more
- Bank of America (Newport Beach, CA)
- Wealth Management Client Associate Newport Beach, 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
- Bank of America (Los Angeles, CA)
- Registered Wealth Management Client Associate Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- JPMorgan Chase (Newport Beach, 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
- Bank of America (Los Angeles, CA)
- …Details:** Responsible for overall delivery and management of the client service experience for Merrill Private Wealth Management. Accountable for proactive ... and exposure for Merrill + Managing the branch's Private Wealth Management Client Associates and Service...supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In… more
- BMO Financial Group (Sacramento, 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
- Neuberger Berman (San Francisco, CA)
- …and implementation, retirement planning, philanthropy, and estate planning. + Provide world-class client service and investment advice tailored to the unique ... **Summaries:** The Wealth Advisor Associate will provide support...of contact for the operational and investment needs of client relationships. **Responsibilities:** + Serve as regular point of… 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
- Citigroup (San Francisco, 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 is a seasoned professional...with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to… more
- Equitable (San Francisco, CA)
- Wealth Management Associate - CA, San Francisco (5165) ( 25000027 ) **Primary Location** : UNITED STATES-CA-San Francisco **Organization** : Equitable Advisors ... their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + ** Client … more
- Umpqua Bank (Sacramento, CA)
- …business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and ... of most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need to continue to enhance their… more
- Zions Bancorporation (San Diego, CA)
- …clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment ... active for 70 years and has more than 80 full- service branch offices across the state. This dedication has...bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence… more
- ADP (CA)
- **ADP is hiring a** **Sr. Director, Actuary - Health & Wealth Benefits organization** . In this role, you will apply statistical and mathematical techniques to ... identifying opportunities for improvement among new business and existing client base. + Gather and develop benchmarks for purposes...in the office and 2 days at home.** + Associate of the Society of Actuaries. + Bachelor's degree… more
- The Walt Disney Company (Burbank, CA)
- … Wealth Advisors with accumulated AUM totaling $100 million or more. The Executive Client Service Associate is responsible for performing in this role ... position provides dedicated, exclusive, and comprehensive office, operational, sales, and service support to Executive Wealth Advisors and/or supports multiple… more
- HSBC (Irvine, 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
- Robert Half Finance & Accounting (San Jose, CA)
- …and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Job Role: Client Service Associate in Silicon Valley for top RIA firm! ... you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million...in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic… more
- Robert Half Accountemps (San Mateo, CA)
- Description Capital Management Firm in San Mateo is looking for a Client Service Associate ! As a Client Service Associate , you will be a crucial ... will play a vital role in supporting the firm's client service initiatives and contributing to the...within the financial services industry, preferably in capital management, wealth management, or a related area. + Excellent verbal… more