- BlackRock (San Francisco, CA)
- …is to deliver One BlackRock to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist is an Associate/VP eligible role in US ... role** BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment...+ Consult with top advisory teams on improving their portfolio construction process, helping them create new models, improve… more
- Bloomberg (San Francisco, CA)
- Portfolio & Risk Analytics Implementation Specialist , Enterprise Services, Bloomberg Financial Solutions Location San Francisco Business Area Sales and Client ... for fully onboarding new and existing customers to PORT Enterprise, Bloomberg's Portfolio and Risk Management . Main responsibilities will include Pre-Sales… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist A growing wealth management firm is seeking an experienced Client Service Specialist to join our team. This ... role is primarily back-office and administrative, with some client interaction via email and phone. You'll support approximately...reports and assist with meeting materials using CRM and portfolio management systems. + Contribute to quarterly… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and assist with quarterly client reporting. + Maintain CRM and portfolio management systems (Salesforce, Orion). + Support meeting preparation and contribute ... to JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're...Role We're seeking an experienced Client Service Specialist to join a boutique wealth management … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …is partnering with a Wealth Management Firm seeking a full-time, experienced Client Service Specialist to join their growing team. This role is based ... WFH 2 days once trained This boutique investment advisory firm serves approximately 700 client families and institutions with an average AUM of ~$3M. With more than… more
- JPMorgan Chase (Pasadena, CA)
- …so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or ... more Client Managers and serve as a contact point for...our clients, helping them build their commercial real estate portfolio for long term success. We pride ourselves on… more
- Bank of America (Los Angeles, CA)
- Wealth Management Specialist Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- UNUM (San Diego, CA)
- …provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring ... join Team Unum today! **General Summary:** General Summary The Client Development Specialists role is instrumental to the success...drive consistency and growth through enrollments, in force block management and sales support. This role will be a… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management , managing over $2 trillion in client assets, is a global leader in investment and wealth management . Serving ... diverse fund offerings for defined contribution plans. **Job Summary:** As an Asset Management - Real Estate Investment Specialist West Coast - Executive… more
- Citizens (San Francisco, CA)
- …training to their portfolio of clients as they onboard new cash management products. The CPS Specialist will focus on establishing and fostering ... responsible for ensuring best in class customer service experience for a designated portfolio of Commercial Banking clients. The CPS Specialist is responsible… more