• Private Wealth Client Relationship Manager

    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… more
    Bank of America (08/08/25)
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  • Merrill Market Client Relationship Manager

    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… more
    Bank of America (07/29/25)
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  • Merrill Market Client Relationship Manager

    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… more
    Bank of America (05/30/25)
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  • Registered Client Service Associate

    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...that an exemption or grandfathering cannot be applied. + Series 7 required. + Series more
    Raymond James Financial, Inc. (07/03/25)
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  • WM - Client Service Associate

    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… more
    Robert Half Finance & Accounting (08/20/25)
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  • Client Service Associate

    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… more
    Robert Half Finance & Accounting (08/10/25)
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  • Client Service Associate

    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… more
    Robert Half Finance & Accounting (08/14/25)
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  • Collateralized Loan Obligations (CLO's), Senior…

    Nuveen Investments (San Francisco, CA)
    …5+ Years Required; 7 + Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63 **Physical Requirements** + Physical Requirements: ... in the asset management industry **Preferred:** + Minimum of 7 years experience in the CLO and/or structured credit...understanding of BSL CLOs + Entrepreneurial mindset and strong client service and sales orientation + Excellent… more
    Nuveen Investments (08/23/25)
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  • Client Relationship Specialist

    Charles Schwab (Corte Madera, CA)
    …licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If ... **What you have** **Required Qualifications:** + 1+ years of Client /Customer Service experience **Preferred Qualifications:** + Previous...employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses + Ability… more
    Charles Schwab (08/21/25)
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  • JPMorgan Private Client Relationship…

    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...Series 7 , and FINRA Series 66 (or 63 and 65) are… more
    JPMorgan Chase (08/25/25)
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