- Robert Half Finance & Accounting (Mountain View, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client -focused Registered ... first point of contact for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors + Prepare and process account… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …with Robert Half Financial Services is recruiting for a Junior Client Services Associate at a growing wealth management firm. This is a full-time permanent ... or TD Ameritrade is a plus + Personable, polished, and committed to exceptional client service + Highly organized, detail-oriented, and able to manage multiple… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate at a well-established wealth advisory firm. This is a ... work alongside experienced advisors, and grow within a collaborative, client -focused environment. You'll enjoy strong mentorship, professional development support, a… more
- Bank of America (San Jose, CA)
- Wealth Management Client Associate (FP) San Jose, 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 (Walnut Creek, CA)
- Wealth Management Client Associate Walnut Creek, 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
- JPMorgan Chase (Menlo Park, 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
- BMO Financial Group (Palo Alto, 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
- JPMorgan Chase (Oakland, CA)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... offer the best investment solutions to meet their financial needs. As a Private Wealth Advisor in Chase Wealth Management, you will offer comprehensive financial… 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
- Umpqua Bank (Walnut Creek, 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
- US Bank (Walnut Creek, CA)
- …and discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Universal Assistant is a service and support representative ... functioning as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and US Bank. Working within delegated authority and/or… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …systems + Create client reports and maintain accurate data + Collaborate with client service and advisor teams + Calculate fees and manage client ... Michelle Espejo with Robert Half Financial Services is recruiting for an Operations Associate at a well-established wealth advisory firm. This is a full-time… more
- Umpqua Bank (Walnut Creek, CA)
- …years' experiencein presentations to prospective clients,required + 10+ years'successful sales/ client service experience in trust administration,required + 10+ ... Trust Market Manager Wealth Management Reno, Nevada Henderson, Nevada South Jordan,...Directly responsible for the administration of larger, more complex client relationships in the office. + Responsible for the… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- …package that extends beyond base salary, designed to support the health, wealth , and career development of our employees. Responsibilities: + Engages, empowers and ... and engagement, building trust with individuals encountered at encampments and other service locations according to the responsive schedule. + Attends to immediate… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- …of the Chief Medical Officer (CMO), this position combines direct service with hands-on administrative responsibilities in support of all clinical programs. ... to represent the programs/projects for the effective integration of multidisciplinary patient/ client services across multiple departments. The schedule includes: + 1… more