We interpreted Mountain View, CA as Mountain View, CA. Other options include: Mountain View (Contra Costa County), CA
- Bank of America (San Jose, CA)
- Wealth Management Client Associate (FP) San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Bank of America (San Jose, CA)
- Wealth Management Client Associate San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- BMO Financial Group (Palo Alto, CA)
- …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 recommends… more
- JPMorgan Chase (Menlo Park, CA)
- …best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will be tasked with ... our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment… more
- Robert Half Finance & Accounting (San Jose, CA)
- …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...Providing excellent service to clients. + Helping out in client meetings. + Keeping up-to-date with client … more
- Citigroup (Palo Alto, CA)
- The Associate Banker SAFE Act LO is a strategic...pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + ... with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to...5+ years of relevant experience + Prior experience in wealth management or other financial services roles… 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...years of experience within the financial services sector, specifically Wealth Management + A history of job… more
- Robert Half Accountemps (San Mateo, CA)
- …a client service role within the financial services industry, preferably in capital management , wealth management , or a related area. + Excellent verbal ... Firm in San Mateo is looking for a Client Service Associate ! As a Client...PowerPoint, Outlook). + Familiarity with CRM systems and other client management tools. Robert Half is the… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- …to represent the programs/projects for the effective integration of multidisciplinary patient/ client services across multiple departments. The schedule includes: + 1 ... package that extends beyond base salary, designed to support the health, wealth , and career development of our employees. Loan repayment/forgiveness candidacy is… more