We interpreted Mountain View, CA as Mountain View, CA. Other options include: Mountain View (Contra Costa County), CA
- Robert Half Finance & Accounting (Mountain View, CA)
- …for immediate consideration and additional info. Our client 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)
- …additional info. Our client is recruiting for a Junior Client Services Associate at a growing wealth management firm. This is a full-time permanent role ... 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 (San Jose, CA)
- …investment advisory firm is seeking a detail-oriented and client -focused Client Service Associate to join its wealth management team. This is an ... Description Client Service Associate Location: San Jose, CA Industry: Financial Services / Investment Advisory A rapidly growing… more
- JPMorgan Chase (Mountain View, 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
- Bank of America (San Jose, CA)
- Wealth Management Client Associate San Jose, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Jose/ Wealth -Management- Client - Associate \_25038002) **Job Description:** At Bank… more
- Columbia Bank (San Jose, 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
- Grant Thornton (San Jose, CA)
- …Partnership solution families, State and Local Tax, International Tax, and Private Wealth Service lines. ESSENTIAL DUTIES AND RESPONSIBILITIES + Reviewing data ... Tax Associate As a Tax Associate at...out other projects as assigned + Collaboratively working with client team members while building rapport and strong … more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Overview The Wealth Architect is responsible for managing and retaining client relationships, coaching Associate Wealth Architects, and collaborating ... and external advisors (CPAs, attorneys, etc.) to ensure seamless client service + Prepare for and follow...tax strategy, and philanthropic planning + Oversee and mentor Associate Wealth Architects, supporting their professional development… more
- SCI Shared Resources, LLC (San Jose, CA)
- …Together. When each of us brings our best self to work, we can provide the Service Excellence our families deserve. This is why we provide you and your loved ones ... and their dependents as well as eight free counseling sessions per incident. BETTER WEALTH : We are committed to providing the means and resources for our associates… more