- Robert Half Finance & Accounting (San Jose, CA)
- …Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity. Job Posting: Client Service Associate Employment Type: Full-Time Location: San ... you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million...in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …firm priorities as needed Requirements + Proven experience in client service with high net-worth individuals, wealth management, or family office ... needs, and exceeding expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts + Work closely… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …firm supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment ... and financial administration for a curated group of ultra-high-net-worth clients. Senior Client Service Associate $90,000-$110,000 base + 15-30%… more
- JPMorgan Chase (San Francisco, 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
- Citigroup (Rolling Hills Estates, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely… 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
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. ... offices, working with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management, and family office services. You'll join… more
- Robert Half Finance & Accounting (CA)
- …firm supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment ... and performance data (no data entry) Requirements + 3-5+ years in UHNW client service (RIA, family office, private bank, etc.) + Experience navigating complex … more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Associate Location: New York City or Remote (based on office availability) Industry: Financial Services / Wealth Management A ... recognized, independent wealth management firm is seeking a detail-oriented and proactive Client Service Associate to join its client service … more
- Columbia Bank (San Diego, CA)
- Private Client Advisor Wealth Management South Jordan, Utah Bellevue, Washington Seattle, Washington Sacramento, California Greenwood Village, Colorado Los ... 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… more