- CBRE (San Jose, CA)
- Client Services Coordinator Job ID 213163 Posted 28-Mar-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Sales ... part of the global leader in commercial real estate services and investment that helps businesses and people thrive....is built on our shared values - respect, integrity, service and excellence - and we value the diverse… more
- Bank of America (Newport Beach, CA)
- …industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products **Key Qualifications for the ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …of experience in a client service or operations role within a financial services firm (RIA, broker-dealer, custodian, or bank) + Strong communication and ... Description Client Service Associate Walnut Creek, CA |...Associate to support their growing client base and advisory team. This is an exciting opportunity to get… more
- The County of Los Angeles (Los Angeles, CA)
- …real estate, landlord - tenant, court procedures, dispute settlement, mediation, or similar services . OPTION 3 An Associate 's degree or higher* in Consumer ... THIS EXAMINATION MAY REOPEN AS THE NEEDS OF THE SERVICE REQUIRE. WHO WE ARE: The County of Los...that lie within our boundaries by providing vital public services such as diverse as law enforcement, property assessment,… more
- Cherry Bekaert (Sacramento, CA)
- …and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory , assurance and tax services to our clients. We are proud to ... Tax team is looking for a Sales Tax Senior Associate with a background in consulting. **As a Sales...understand the importance of providing the highest level of service to clients. + Organizational skills, with the ability… more
- Bank of America (Los Angeles, CA)
- …Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- UCLA Fielding School of Public Health (Los Angeles, CA)
- …we provide, the impact of the research we do, the comprehensive, life-saving medical services we provide, and the public service mission we are devoted to. ... as a leader within The Promise Institute, reporting jointly to the Associate Dean and Faculty Director, and working collaboratively with the Executive Director… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Responsibilities: + Serve as a trusted advisor to high-net-worth clients. + Deliver tailored financial planning and investment advisory services . + Assist in ... The Wealth Manager is responsible for managing client relationships, delivering financial planning services , and supporting business development efforts. This… more
- Robert Half Office Team (San Diego, CA)
- …the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a wide range of responsibilities, including executive support, family ... both daily and strategic tasks. Reports to the CEO's Advisory Associate . Key Responsibilities Family Office &...Industry experience is a plus in wealth management or financial services sector. * Ability to perform… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …proactive, high-touch service aligned with the firm's holistic wealth philosophy. Financial Planning & Investment Advisory + Develop and implement ... (Wealth Manager) or 8 years (Senior Wealth Manager) of experience in financial planning, wealth management, or investment advisory . Certifications & Licensing… more