- Robert Half Finance & Accounting (San Ramon, CA)
- …follow up on action items + Manage client communications and provide high-level service + Support onboarding of new clients, including those referred by CPA ... investment strategies + Prepare client recommendations under advisor guidance + Support insurance proposal preparation...+ Create and update investment review reports Operations & Client Service + Maintain CRM records and… more
- Columbia Bank (Irvine, CA)
- …necessary. Send various forms to clients as requested and required. + Assist Financial Advisor with client support and time management. + Process ... for better. **About the Role:** Provide administrative & operational support for one or more Financial Advisor (s)...Maintain client and mailing database. Update Financial Advisor 's calendar. + Service clients through researching… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …rebalancing, and ongoing planning updates. + Maintain and expand client , advisor , and prospect databases. + Support technology integration and document ... planning process. + Work closely with advisory, investment, and client services teams to gain exposure to...estate maps, and portfolio reports. + Develop and deepen client relationships through regular communication and proactive service… more
- Robert Half Office Team (Rancho Santa Fe, CA)
- …3-5+ years of experience in financial services , ideally in a client service or advisor support role. + Familiarity with wealth management processes, ... timely and accurate execution of requests. + Anticipate client and advisor needs, managing schedules, follow-ups, and service requests with discretion and… more
- James Perse Los Angeles (Montecito, CA)
- JAMES PERSE IS CURRENTLY HIRING A PART TIME SENIOR CLIENT ADVISOR FOR OUR MONTECITO LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is ... standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all...James Perse. + Set the example for exceptional customer service , client experience and store standards. +… more
- JPMorgan Chase (San Francisco, CA)
- …2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you...offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support… more
- Columbia Bank (San Diego, CA)
- Private Client Advisor Wealth Management South Jordan, Utah Bellevue, Washington Seattle, Washington Sacramento, California Greenwood Village, Colorado Los ... business. Together for better. **About the Role:** Our Private Client Advisor will work with the high...acquire, and retain relationships. The PCA leads our team-based service model, ensures the delivery of our client… more
- Bank of America (Walnut Creek, CA)
- Private Client Advisor II Walnut Creek, California...array of Private Bank and the bank's capabilities and services to meet specific client needs. Job ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Walnut-Creek/Private- Client - Advisor -II\_25015540-1) **Job Description:** At Bank of America,… more
- James Perse Los Angeles (Century City, CA)
- WE ARE CURRENTLY HIRING A FULL TIME CLIENT ADVISOR FOR OUR BLOOMINGDALE'S CENTURY CITY WOMEN'S SHOP OBJECTIVE OF THE POSITION The Client Advisor is ... with James Perse. + Ensure the highest standards of client service are maintained at all times....embrace talented people with diverse backgrounds and experiences, and support policies and practices that prohibit discrimination against any… more
- Tiffany & Co. (Costa Mesa, CA)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...creating an organization that recognizes and rewards excellence in service of this promise. We expect all employees to… more