- BMO Financial Group (Palo Alto, 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 (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
- Robert Half Finance & Accounting (Mountain View, CA)
- …Requirements + Bachelor's degree + 3+ years in client service or operations in wealth management (NO exceptions) + Proficiency in Microsoft ... contact for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors...+ Manage client service requests and support Wealth Advisors + Prepare and process account paperwork accurately… more
- Deloitte (San Jose, CA)
- …state efficiency and experience improvements + 1+ year(s) of experience supporting wealth management client segmentation and pricing strategy initiatives ... Required Qualifications + Bachelor's degree + 4+ years of experience supporting wealth management strategy, technology, and operations transformation… more
- Deloitte (San Jose, CA)
- …Provide regular project status updates, risk assessments, and executive summaries to client management and Deloitte leadership. + Mentor and develop ... client service, product development, technology modernization, and business operations . + Lead and deliver large, complex transformation projects in the… 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
- Robert Half Finance & Accounting (Palo Alto, CA)
- …email for additional info and immediate consideration. Requirements + 2+ years in wealth management operations (RIA, family office, brokerage) no exceptions! ... Description Michelle Espejo with Robert Half Financial Services is recruiting for an Operations Associate at a well-established wealth advisory firm. This is a… more
- Deloitte (San Jose, CA)
- Manager, Industry Solutions, Investment Management , Aladdin What we do Join our AI & Engineering team in transforming technology platforms, driving innovation, and ... success. You'll work alongside talented professionals reimagining and re-engineering operations and processes that are critical to businesses. Your contributions… more
- LTD Global (Livermore, CA)
- …financial products including personal and business banking, mortgage lending, and wealth management . It distinguishes itself through relationship-based service, ... established departmental standards and banking regulations. This role supports daily banking operations , maintains client relationships, and ensures a high level… more
- Citigroup (San Ramon, CA)
- …consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. + Keep abreast of trends… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- …and venue-based outreach and engagement, assessment, health services and triage, case management , as well as linkages to housing agencies and mental health services. ... package that extends beyond base salary, designed to support the health, wealth , and career development of our employees. Responsibilities: + Engages, empowers and… more
- Jabil (San Jose, CA)
- …level focusing on the strategic nature of the relationship. Works with Sr. management in developing target customers and landing the customer. Typically, the sales ... and Follow-up. . Qualify new potential customers with guidance from Sr. Management , Sector VP's, and Business Development. . Responsible for customer satisfaction… more
- Tiburcio Vasquez Health Center (Union City, CA)
- Under the supervision of the Site Operations Manager, the Clinical Team Supervisor, MA is responsible for overseeing all medical assistant clinical processes within ... package that extends beyond base salary, designed to support the health, wealth , and career development of our employees. Responsibilities: + In conjunction with… more
- Citigroup (Oakland, CA)
- …clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. + Keep abreast of trends ... is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with community clients, diverse real estate agents,… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- …an interim basis as required to ensure regulatory compliance and the ongoing clinic operations of TVHC. + Collaborates with Management Team members, as directed, ... to represent the programs/projects for the effective integration of multidisciplinary patient/ client services across multiple departments. The schedule includes: + 1… more