- Columbia Bank (Santa Rosa, CA)
- …business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and ... of most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need to continue to enhance their… more
- Zions Bancorporation (San Diego, CA)
- …clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment ... active for 70 years and has more than 80 full- service branch offices across the state. This dedication has...bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence… more
- Bank of America (Westlake Village, CA)
- …Client - Associate \_25047518) **Job Description:** **Advisor Development Program Client Associate ** Merrill Wealth Management is ... passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate -...at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … Associate About the Role We're looking for a Senior Client Associate to join a top‑tier wealth management team serving ultra‑high‑net‑worth clients. This ... + Serve as the primary point of contact for client service needs, ensuring prompt and accurate...Bachelor's degree required + 6-8 years of experience in client ‑facing roles within wealth management or a… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … Associate About the Role We're seeking a Senior Client Associate to join a top‑tier wealth management team serving ultra‑high‑net‑worth clients. This ... + Serve as the primary point of contact for client service needs, ensuring timely and accurate...Bachelor's degree required + 6-8 years of experience in client ‑facing roles within wealth management or a… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate -...and firm-wide priorities What You Bring + Experience in client service within wealth management, ... multi-family office in San Francisco to hire a Senior Client Service Associate . This is...across generations-parents, children, and extended family members-helping them navigate wealth with clarity and intention. + High-touch service… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate . You will support an exclusive group of ... and follow-up with custodians and internal departments. Requirements + 3+ years of client service experience, ideally within a RIA or wealth management firm.… 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 ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- Wells Fargo (Seal Beach, 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 ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more