- Robert Half Finance & Accounting (Mountain View, CA)
- …financial lives. What You'll Do + Serve as the primary point of contact for client account -related requests. + Build and maintain strong client relationships ... relationships? A values-driven financial advisory firm is seeking a Client Services Associate to join its collaborative...client onboarding and education, including online access and account setup. + Maintain accurate records in CRM and… more
- JPMorgan Chase (San Francisco, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,...and the wider community. **Job responsibilities:** + Own the client onboarding and account maintenance for new… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …immediate consideration and additional info. Our client is recruiting for a Client Service Associate at a growing, client -focused Registered Investment ... account paperwork accurately and on time + Handle account maintenance (transfers, RMDs, client instructions) + Monitor daily custodian alerts and follow up… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description A boutique wealth management firm based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This firm is known for ... base built almost entirely through referrals. Position Overview: The Client Service Associate will serve as a...ensure a smooth transition for new clients. + Process client transactions including deposits, withdrawals, and account … more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client -focused Registered ... account paperwork accurately and on time + Handle account maintenance (transfers, RMDs, client instructions) + Monitor daily custodian alerts and follow up… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Client Service Associate (CSA) Mountain View, CA - Onsite 4 days/week (5 days/week for first 3 months) $90,000-$110,000 base (DOE) + Discretionary ... that values excellence, precision, and long-term relationships. The Opportunity As a Client Service Associate , you'll be a trusted liaison between clients,… more
- Wells Fargo (Beverly Hills, CA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes +… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling… more
- City National Bank (Los Angeles, CA)
- …meet the ongoing business and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute on the ... * ACCOUNT OFFICER II* WHAT IS THE OPPORTUNITY? This...they manage. * Resolves problems, answers questions related to client accounts and utilization of bank products and services.… more