- Robert Half Finance & Accounting (Marin County, CA)
- …is a full-time permanent role based in Marin County with a Hybrid schedule. Our client is a client -first financial services firm dedicated to delivering ... Description Michelle Espejo with Robert Half Financial Services is recruiting for a Paraplanner at...well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm's continued growth.… more
- VCA Animal Hospitals (Tustin, CA)
- …the front office as well as in the back office would be best. As a financial CSR, your duties will include creating an estimate of charges based on the treatment ... patients and providing those pet parents over the phone with a financial update. ESSENTIAL FUNCTIONS: * Customer service functions, including: greeting visitors,… more
- WTW (San Francisco, CA)
- …in the industry. **The Role** + Is an active member on multiple employer client teams providing financial analyses, outputs and client deliverables across ... and calculating reserves + Delivers accurate and reliable claim reporting and financial modeling to client teams to support client decisions + Partners with… more
- WTW (Irvine, CA)
- …knowledge of varying client complexity by working across different client profiles and roles, including leading clients' financial /actuarial engagements for ... concepts and H&B tools + Is a key member on multiple employer client teams providing financial analyses, outputs and client deliverables across a region +… more
- JPMorgan Chase (San Francisco, CA)
- …to clients * a Wealth Manager that acts as the day-to-day manager of the client 's investment assets * a Financial Planner for certain clients * an Insurance ... The Client Specialist is a sophisticated wealth expert that...the banker's best wealth management prospects, uncover the prospect's financial needs and objectives, and recommend appropriate wealth management… more
- JPMorgan Chase (Irvine, CA)
- …a new book of business and demonstrate proven success in building trusted client relationships. + Solve complex financial challenges and present innovative ... At JPMorgan Private Client , we are devoted to providing distinguished experiences...advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities… more
- Raymond James Financial, Inc. (San Diego, CA)
- …returns. + Reviews, assesses and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and other materials ... Financial Advisors. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with… more
- Robert Half Finance & Accounting (San Jose, CA)
- … Service Associate - Wealth Management Are you passionate about delivering exceptional client service in the financial services industry? A well-established and ... rapidly growing investment advisory firm is seeking a Client Service Associate to join its dynamic team. This...plus + Minimum of 5 years of experience in financial services, preferably in wealth or asset management, brokerage,… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …mentorship and training Requirements Qualifications + 1-3+ years of experience in client service or operations within financial services (RIA, broker-dealer, ... Description Client Service Associate Location: Walnut Creek, CA |...RIA in Walnut Creek that is actively seeking a Client Service Associate to support its growing client… more
- Charles Schwab (Newport Beach, CA)
- …written and oral communication skills Previous experience in a direct client -facing role + Strong financial acumen, especially regardingbrokerage regulations ... "challenge the status quo" and transform the finance industry together._ As a Client Relationship Manager, (CRM), you play an essential and impactful leadership role… more