- Robert Half Finance & Accounting (San Jose, CA)
- …Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Services Associate | Wealth Management Firm | San Jose ... Join a thriving wealth management firm known...and a supportive, team-oriented environment. Responsibilities: + Providing excellent service to clients. + Helping out in client… more
- Columbia Bank (Los Angeles, CA)
- …trust services to frame, acquire, and retain relationships. The PCA leads our team-based service model, ensures the delivery of our client experience, and is ... **About the Role:** Our Private Client Advisor will work with the high and...Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing… more
- Raymond James Financial, Inc. (Pasadena, CA)
- …hands-on contributions with educational exposure to financial planning, client service , and operational processes. The branch seasonal associate position is ... **Job Summary** The Branch Seasonal Associate role offers college students an opportunity to...technology. + Collaborate with branch associates on administrative and client service activities. + Conduct research or… 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
- US Bank (Walnut Creek, CA)
- …skills **_This role may be eligible for additional compensation through the Wealth Management Associate Monthly Incentive Sharing Program._** If there's anything ... **Job Description** Provides sales, processing, operational, administrative and customer service support to Financial Advisors of US Bancorp Investments. Performs… more
- BlackRock (Sausalito, CA)
- …across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family ... for consistency and transparency . Contribute to initiatives that enhance overall client experience and service delivery . Support automation and efficiency… more
- Nuveen Investments (San Francisco, CA)
- ** Wealth Distribution Internal Advisor Consultant** The Wealth Distribution Internal Advisor Consultant proactively builds business partnerships with advisors in ... This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell advisors and convert prospects to clients.… more
- T. Rowe Price (San Francisco, CA)
- …globally. This role will support the US Intermediary business, consisting of Wealth Management and Retirement accounts and representing over $650B in AUM. The ... Wealth Management distribution group strives to build strong long-term...strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions… more
- Robert Half Finance & Accounting (Santa Barbara, CA)
- …oversee office expenses, including supply orders and bank deposits. Mentor and support Associate Advisors and Client Service Administrators in their detail ... technology for operational improvements and troubleshooting. Capability to enhance client relationships through strategic initiatives and exceptional service .… more
- SCI Shared Resources, LLC (North Hollywood, CA)
- …Together. When each of us brings our best self to work, we can provide the Service Excellence our families deserve. This is why we provide you and your loved ones ... and their dependents as well as eight free counseling sessions per incident. BETTER WEALTH : We are committed to providing the means and resources for our associates… more