- BMO Financial Group (Sacramento, CA)
- …have prior Banking / Financial Service Industry experience. Preferably 2-3 years within Wealth Management operations or support.** Gathers and analyzes ... investment performance data, communicates results to clients, pension consultants, and management . Verifies fund result accuracy, monitors trends, and reviews and… more
- Bank of America (Los Angeles, CA)
- …a member of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's ... of the Elite Growth Practice roles, Private Wealth Management Client Associates, and the Operations staff. **Specific responsibilities include,… more
- Bank of America (Beverly Hills, CA)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... development, wealth planning, investment management , or relationship management . Key responsibilities include providing quality client service, and … more
- City National Bank (Los Angeles, CA)
- …will provide general regulatory and transactional support to the Bank and its wealth management operations and subsidiaries. Substantial expertise in ... of overall business strategy for the Bank and its wealth management business. WHAT WILL YOU DO?...services agreements, and custody agreements. * Review marketing and client facing material, disclosures such as Forms ADV and… more
- Citigroup (San Francisco, CA)
- …and product partners, coordinating Wealth 's engagement across the Global Family Office Wealth continuum. The client base ranges from the growing number of ... to middle market family office clients with more traditional wealth and asset management needs ("Core Family...end goal of surfacing new commercial opportunities and improving client outcomes. **Institutional Wealth Sales:** In partnership… more
- Bank of America (Pasadena, CA)
- …complex balance sheets and income streams * 3-5+ years of commercial/private wealth management credit experience * Strong negotiation and communication skills ... may not be co-located Desired Qualifications: * Formal Credit Training and/or Commercial/ Wealth Management credit experience preferred * Bachelor's degree in… more
- City National Bank (Los Angeles, CA)
- *SENIOR DIRECTOR AUDIT- WEALTH MANAGEMENT & BANKING* WHAT IS THE OPPORTUNITY? This role is responsible for directing and overseeing the Wealth Management ... of the Internal Audit leadership team. * Develops the annual audit plan for Wealth Management and Banking businesses; and contributes to the development of… more
- Citigroup (Palo Alto, CA)
- …prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete service support to ... Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area,...5+ years of relevant experience + Prior experience in wealth management or other financial services roles… more
- Citigroup (San Francisco, CA)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business ... Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area,...achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions… more
- The Walt Disney Company (Burbank, CA)
- …procedures, client requests, etc. Interact with Credit Union and Wealth Management departmental Staff, Members and Clients to ensure business/servicing ... update client files, information, documents and records for PRWM management and Executive Wealth Advisors. Effectively handle various communications from,… more
- Robert Half Finance & Accounting (San Jose, CA)
- …Comp: $85-120k + Bonus Are you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We're ... Jennifer Fukumae on LinkedIn for quicker consideration. Job Role: Client Service Associate in Silicon Valley for top RIA...years of experience within the financial services sector, specifically Wealth Management + A history of job… more
- City National Bank (Los Angeles, CA)
- …or equivalent * Minimum 4 years' experience in client service, banking operations or banking relationship management support required. * Minimum 4 years ... ** Client Services Professional (C*onsumer and Business Banking )*...years experience with bank products and services (eg deposits, wealth management , cash management , international,… more
- AON (San Francisco, CA)
- Northern California New Business Analyst, Growth Operations The US Commercial Risk and Health New Business Analyst ("NBA") will work primarily with US Commercial ... NBA will report directly to the North American Sales Operations team with secondary reporting requirements to the local...with the Sales Team to develop prospect identification and client penetration strategies + Develop and distribute revenue, … more
- Robert Half Accountemps (San Mateo, CA)
- …procedures. + Collaborate closely with internal teams, including Portfolio Management , Operations , and Compliance, to resolve client issues and ensure timely ... role within the financial services industry, preferably in capital management , wealth management , or a...PowerPoint, Outlook). + Familiarity with CRM systems and other client management tools. Robert Half is the… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …the primary client liaison for high complexity clients. You will solicit senior management input from the client on new business directives within their firm ... Broadridge team. Broadridge is growing! We are seeking a Client Relationship Manager to join our team in the...and procedures and makes appropriate recommendations to ensure daily operations are efficient. This role is paramount to setting… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …accounting, finance, or related field + MUST have 1-5 years of client service/ operations experience at a wealth management firm (RIA preferred) + ... email for additional info and immediate consideration. At our client , financial planning is a true partnership. They work...supportive, team-oriented culture also offers exposure to a diverse client base, making it an ideal environment for those… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Finance & Accounting is recruiting for a Client Services Manager/Director at a Wealth Management Firm. This is a full-time permanent role based in San ... additional info and immediate consideration. Requirements + 7+ in client service or operations at an RIA... at an RIA + Proven leadership and team management experience + Expertise in Schwab, Fidelity, Addepar, and… more
- Citigroup (Fountain Valley, CA)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... The Licensed Client Service Associate is a developing professional role...manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and… more
- Bank of America (Los Angeles, CA)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... + Business Acumen + Collaboration + Oral Communications + Relationship Building + Business Operations Management + Client Solutions Advisory + Planning +… more
- Bank of America (San Diego, CA)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... + Business Acumen + Collaboration + Oral Communications + Relationship Building + Business Operations Management + Client Solutions Advisory + Planning +… more