- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Job Posting: Client Service Associate - Wealth Management A boutique wealth management firm located in the heart of Walnut Creek, CA, is ... seeking a dedicated and personable Client Service Associate to join its growing...Bachelor's degree required. + 2+ years of experience in client service, preferably within wealth management or… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …Bonus An established multi-family office based in San Francisco is seeking a Client Associate to serve as a key relationship manager and trusted advisor to a ... Description Client Associate - Family Office San...This firm is known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …boutique, fast-growing Registered Investment Advisory (RIA) firm is seeking an exceptional Senior Client Service Associate to join its client service ... sophisticated clients in the world. The Role The Senior Client Service Associate will own critical aspects...approve performance and investment reports for accuracy. Workflow & Relationship Management + Partner closely with client … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …A boutique, San Francisco-based wealth advisory firm is seeking a highly capable Client Service Associate to join its growing team. This firm specializes in ... founders, elite investors, and multi-generational families. The firm integrates wealth strategy, investment management, financial operations, and family office… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …guidance and exceptional service. We're looking for a Client Service Associate who thrives in a relationship -driven environment and is passionate about ... We're Looking For + Bachelor's degree and 2+ years in client service ( wealth management preferred) + Experience with broker-dealer platforms (LPL strongly… more
- Umpqua Bank (San Jose, CA)
- Healthcare Relationship Manager Wealth Management San Jose, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a ... unique brand of relationship banking and fostering a culture where associates thrive....develops, advises, manages, and retains Healthcare and Professional Banking client relationships. Wealth management services to these… more
- Umpqua Bank (Irvine, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** ... of senior and executive level professionals. + Proven business development, relationship and portfolio management, private banking, and wealth management… more
- BlackRock (San Francisco, CA)
- …in the Americas to generate new and repeat business through proactive relationship management. + Develop and deepen client relationships, establishing strategic ... **About this role** **Role Title: Transition Strategist, Transition Client Solutions** Location: San Francisco or New York BlackRock is a world-class provider of… more
- Umpqua Bank (Sacramento, CA)
- Private Client Advisor Wealth Management South Jordan, Utah Bellevue, Washington Seattle, Washington Greenwood Village, Colorado San Diego, California Denver, ... business. Together for better. **About the Role:** Our Private Client Advisor will work with the high and ultra-high...preferred. + 5-10 years of experience in banking and wealth management, required. + Excellent relationship management,… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …of Broadridge clients. In addition, we are the 24/7/365 support for Broadridges Client Relations teams (Account Management) across the country. When issues arise, a ... Client Ops Rep will evaluate the situation, review escalation...with professional communication skills Ability to maintain a positive relationship with clients and co-workers Ability to work collaboratively… more