- Bank of America (San Jose, CA)
- Wealth Management Client Associate (FP) San Jose, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Jose/ Wealth - Management - Client - Associate --FP-\_25014673) **Job Description:** Merrill Wealth Management… more
- BMO Financial Group (Palo Alto, CA)
- …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 recommends… more
- JPMorgan Chase (Menlo Park, CA)
- …best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will be tasked with ... our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …+ Bachelor's degree + 3+ years in client service or operations in wealth management (NO exceptions) + Proficiency in Microsoft Office; experience with Box, ... with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, ...contact for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors… more
- Citigroup (Palo Alto, CA)
- The Associate Banker SAFE Act LO is a strategic...pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + ... with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to...5+ years of relevant experience + Prior experience in wealth management or other financial services roles… more
- HSBC (Cupertino, CA)
- …and progressive customer service and or operational experience within a retail banking, wealth management or equivalent + Foreign language skills, such as ... our communities and the planet we all share. The Client Experience Associate supports retail operational, service,...within a Wealth Center. Manages completion of Wealth Center transactional activities while supporting client … more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Espejo with Robert Half Financial Services is recruiting for a Junior Client Services Associate at a growing wealth management firm. This is a full-time ... email for additional info and immediate consideration. Requirements + 2+ years of wealth management experience (NO exceptions) + Bachelor's degree + Event… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …$100,000 Base + Discretionary Bonus Company Details: We are partnering with a well-established wealth management firm with deep roots in the Bay Area, serving ... Calculate management fees for illiquid alternatives Project Management + Support and maintain client -facing portals,...portal enhancements Requirements + 1-2 years of experience in wealth management operations at an RIA, brokerage,… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …Robert Half Financial Services is recruiting for a Senior Client Service Associate at a well-established wealth advisory firm. This is a full-time permanent ... or email for additional info and immediate consideration. Requirements + 2-4 years in wealth management , in an RIA, brokerage, or family office (NO exceptions) +… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …to gain expertise and actively engage in all aspects of the wealth management process. + Collect and organize client data, including personal and financial ... DOE We are partnering with a prestigious Silicon Valley Wealth Management firm, a Registered Investment Advisor...its innovative approach to financial planning and commitment to client success. They're seeking a motivated Associate … 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! + ... 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 (San Jose, CA)
- …Relationship Manager develops, advises, manages, and retains Healthcare and Professional Banking client relationships. Wealth management services to these ... development of client relationships. + Engage with bank partners for wealth management and implementation strategies to include investments, trust, financial… 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
- Tiburcio Vasquez Health Center (Hayward, CA)
- …to represent the programs/projects for the effective integration of multidisciplinary patient/ client services across multiple departments. The schedule includes: + 1 ... package that extends beyond base salary, designed to support the health, wealth , and career development of our employees. Loan repayment/forgiveness candidacy is… more