- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate Walnut Creek, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... responsibilities + Detail oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to fulfill client … more
- Raymond James Financial, Inc. (Rolling Hills Estates, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...+ Provide a high level of customer service. **Education/Previous Experience ** + High School Diploma or equivalent and one… 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 (San Francisco, CA)
- …and explore how this opportunity could be the perfect next step in your career. Senior Client Associate About the Role We're looking for a Senior Client ... Looking For + Bachelor's degree required. + 6-8 years of experience in client -facing roles within wealth management or family office environments (must-have). +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …JC del Rosario - I'd love to connect and explore this opportunity with you! Senior Client Associate About the Role We're seeking a Senior Client Associate ... Looking For + Bachelor's degree required. + 6-8 years of experience in client -facing roles within wealth management or family office environments (must-have). +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Senior Client Associate About the Role We're seeking a Senior Client Associate ... For + Bachelor's degree required + MUST HAVE 6-8 years of experience in client -facing roles within wealth management or family office environments. + Strong… more
- Bank of America (Irvine, CA)
- Wealth Management Client Associate (Part-time) Irvine, 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/Irvine/Wealth-Management- Client - Associate --Part-time-\_25048203) **Job Description:** Merrill Wealth Management is… more
- City National Bank (Los Angeles, CA)
- * Client Service Associate Senior - Commercial Banking/Structured Finance * WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction ... WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 4 years experience in client service, banking operations or relationship management support… more
- JPMorgan Chase (Palo Alto, 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 ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …today and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Associate About the Role We're seeking a Client Service ... We're Looking For + 5+ years minimum + Must have prior RIA client service experience + Strong attention to detail and organizational skills. + Ability to work… more