- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate Walnut Creek, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- Morgan Stanley (Napa, CA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate * **Location:** ... 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 (Orinda, CA)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate * ... *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 (San Rafael, CA)
- … Associate , you'll work directly with Senior Advisors to assist with the wealth management and financial planning needs of clients. This position is ... strategies that focus on what's most important to each client . As an Associate Advisory on this...implementation Requirements * 1-4+ years of relevant experience in wealth management * Series 65 license (of… 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
- KPMG (Walnut Creek, CA)
- **Business Title:** Senior Associate , Disaster Recovery **Requisition Number:** 111234 - 15 **Function:** Advisory **Area of Interest:** **State:** CA **City:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Atria Wealth Solutions (San Rafael, CA)
- …will proactively pursue adding new targeted partners and new business opportunities for Wealth Management in the geographic areas, or markets designated by the ... to all Member-Clients. + Call Members referred to the Wealth Management Department by branch, Member Service...other branch locations as assigned. + Business Development / Client -Services Management : + Be the primary architect… more