- CORT (Glendale, CA)
- …new business opportunities through cold calling, networking, and digital outreach. - Client Relationship Management : Build and maintain strong relationships with ... goals. - Collaboration and Team Support: Work closely with internal teams including operations , customer service, and marketing to ensure client satisfaction. -… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist - Wealth Management $80-90K + Bonus + 6% 401(k) Match | San Francisco (Hybrid) Jennifer Fukumae with Robert Half ... Accounting is partnering with a long-established, boutique wealth management firm to hire a Client Service Specialist. This team supports ~700 client … more
- Bank of America (San Francisco, 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 (Walnut Creek, CA)
- …as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations ... ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the… more
- Bank of America (San Jose, CA)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... promote incorporation of banking into day-to-day FA practices and operations + Partners with Financial Advisor teams to educate...experience that is consistent with the expectations of a Wealth Management client by providing… more
- Charles Schwab (Los Angeles, CA)
- … wealth management teams accountable for shared goals of growth, client retention, staff retention, wealth management expertise and delivery, and ... Wealth Advisory (SWA), and SWA Centralized Service & Operations . Schwab Wealth Advisory is a premier,...Wealth Advisory is a premier, fee based comprehensive wealth management solution providing clients with a… more
- Bank of America (San Francisco, CA)
- …* Partners and collaborates with Underwriting, Risk, Operations , and Portfolio Management to deliver a seamless client experience * Maintains asset quality ... Qualifications:** * 10 plus years of commercial credit or wealth management credit experience * Strong oral...Relationship Building * Active Listening * Business Acumen * Client Management * Customer and Client… more
- Deloitte (Fresno, CA)
- …is responsible for supporting Rewards, Recognition and Well-being (RRWB) in the management of Deloitte's US Wealth Accumulation program, consisting of 401(k) ... plans and cash balance defined benefit plans, with a focus on plan operations and compliance. Coordination with various internal and external stakeholder groups is… more
- Deloitte (Sacramento, CA)
- Senior Manager, Operations and Technology Transformation, Investment and Wealth Management What we do Operations and Technology Transformation delivers ... & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy...and content; facilitate buy-in of proposed solutions from top management levels at the client ; direct on-time,… more
- Citigroup (San Francisco, CA)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. ... + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Franchise Management **Time Type:** Full… more
- HUB International (Encino, CA)
- …business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion ... This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose...and completion of the ADV forms with support of operations and advisor staff. + Participate in the investment… more
- Deloitte (Costa Mesa, CA)
- …differentiate themselves in the areas of business strategy, sales and marketing, client service, product development, technology, and business operations . You ... Retirement and Wealth Provider Solutions Senior Consultant Our Human Capital...We innovate and deliver creative, industry-specific solutions that streamline operations and accelerate speed-to-value. Recruiting for this role ends… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …people, driving efficiency, and maintaining a strong client focus in a dynamic wealth management environment. Requirements + Lead and mentor a team of five ... For + 7+ years of experience in Client Service and/or Operations within an RIA or wealth management firm. + Proven managerial experience with a strong… 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 ... market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and... + Employee Counseling + Succession Planning + Trade Operations Management _The following laws or regulations… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a full-time, experienced Client Service Specialist to join their ... trained This boutique investment advisory firm serves approximately 700 client families and institutions with an average AUM of...and quality. Requirements + 3+ years of experience in wealth management , brokerage, or investment advisory. +… more
- Bank of America (San Jose, CA)
- …and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they ... passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate -...Management + Prioritization + Trade Operations Management + Administrative Services + Client Investments… more
- US Bank (Los Angeles, CA)
- … Operations , Private Wealth Advisor) to facilitate timely account setup. + ** Client Relationship Management ** + Serve as the initial point of contact for ... Administration, or related field (or equivalent experience). + 7+ years in Private Wealth Management , trust, investment, and account opening leadership. + 5+… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate. You will ... and prospects. You'll play a critical role in relationship management , operations , client communication, and...client service experience, ideally within a RIA or wealth management firm. + Experience with Schwab… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist A growing wealth management firm is seeking an experienced Client Service Specialist to join our team. This role is ... primarily back-office and administrative, with some client interaction via email and phone. You'll support approximately...Requirements What We're Looking For + 3+ years in wealth management , brokerage, or investment advisory. +… more
- Robert Half Office Team (Rancho Santa Fe, CA)
- … client experience. Requirements + 3+ years of experience in financial services, wealth management , or investment operations . + Strong knowledge of ... Description An established financial advisory and wealth management firm in Rancho Santa...Schwab, Fidelity, etc.) to ensure timely and accurate account management . + Maintain client files and CRM… more
