- Morgan Stanley (Walnut Creek, CA)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate ** - Part Time* ... experience through an elevated standard of care. The Client Service Associate assists with the development...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Morgan Stanley (Pleasanton, CA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Robert Half Finance & Accounting (Marin County, CA)
- …Advisor in Marin, CA, seeks a dynamic individual to join their esteemed Wealth Management team. Committed to exceptional service and community engagement, we ... embrace the concept of " wealth of life," prioritizing client needs and...document rollover compliance for retirement accounts. + Support portfolio management and trading tasks. + Liaise effectively with clients'… more
- Wells Fargo (Walnut Creek, CA)
- …this role:** Wells Fargo is seeking a Profit Formula Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo ... management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to … more
- KPMG (Walnut Creek, CA)
- …Institute of Architects, or other professional certification is preferred + Demonstrated client coordination and subcontractor management for full life cycle ... **Business Title:** Associate , Infrastructure Project Advisory (Construction/Engineering) **Requisition Number:** 111168 - 15 **Function:** Advisory **Area of… more
- Robert Half Finance & Accounting (Lafayette, CA)
- …please view my Linkedin under Charlie O'Brien and email me your resume. Our client is an employee-owned wealth management firm in the east-bay. ... to make independent decisions with a mantra to put client needs first. Responsibilities: + Support lead and ...client needs first. Responsibilities: + Support lead and associate advisors as their book of clients continues to… more
- Morgan Stanley (Walnut Creek, CA)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Market Administrator* **Location:** ... Manager, Complex Business Service Officer, Senior Complex Risk Officer and Associate Complex Manager). Responsibilities include assisting Complex Management in… more