- Bank of America (Los Angeles, CA)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded...the role:** + Candidates are **required** to currently hold Series 7 AND Series 66 (or … more
- Bank of America (San Diego, CA)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions...delegating team work. **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or … more
- Bank of America (Walnut Creek, CA)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partner closely with advisor teams to deliver a branded client service model focusing on digital solutions...policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or … more
- Raymond James Financial, Inc. (San Diego, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- 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...+ Knowledge of financial products and services. + FINRA Series 7 and 66 licenses preferred but not required.… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Client Service Associate - Wealth Management Are you passionate about delivering exceptional client service in the financial services ... and rapidly growing investment advisory firm is seeking a Client Service Associate to join its dynamic...love to connect! Requirements Qualifications: + Bachelor's degree required; Series 65 license is a plus + Minimum of… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description A boutique wealth management firm based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This firm is known for ... base built almost entirely through referrals. Position Overview: The Client Service Associate will serve as a...knowledge of financial products and services. + FINRA licenses ( Series 7 and 66) are a plus but not… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …personalized financial guidance and exceptional service . We're looking for a Client Service Associate who thrives in a relationship-driven environment and is ... Looking For + Bachelor's degree and 2+ years in client service (wealth management preferred) + Experience...organized, reliable, and able to manage multiple priorities + Series 7 and 66 licenses are a plus, but… 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 ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- JPMorgan Chase (San Diego, CA)
- …to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service . + The Securities Industry Essential (SIE) exam, FINRA ... At JPMorgan Private Client , we are devoted to providing distinguished experiences that resonate with our...Series 7, and FINRA Series 66 (or 63 and 65) are… more