- Bank of America (Los Angeles, CA)
- Private Wealth Client Associate Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate Walnut Creek, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (Pasadena, CA)
- Wealth Management Client Associate - Mandarin Language Required Pasadena, California **To proceed with your application, you must be at least 18 years of age.** ... an impact. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… 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
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Associate Location: San Francisco, CA (Montgomery BART) Industry: Wealth Management / Multi-Family Office Compensation: ... multi-family office is seeking a polished and proactive Senior Client Associate to join its San Francisco-based...Key Responsibilities + Serve as the primary contact for client service requests + Execute client… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …leveraging technology to enhance the client experience. They are seeking a Senior Client Service Associate to join their collaborative team in San ... 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 (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 Senior Client Service Associate or Associate Director of Client Service Location: 100% Remote (Optional hybrid from San Francisco ... firm is seeking a highly capable and polished Senior Client Service Associate or ...wealth strategy, portfolio management, financial operations, and family office services . Their approach is deeply personalized, with a focus… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Client Service Associate Location: San Jose, CA Industry: Financial Services / Investment Advisory A rapidly growing investment advisory firm ... is seeking a detail-oriented and client -focused Client Service ...a plus + 5+ years of experience in financial services (RIA, brokerage, or banking preferred) + Strong analytical… more
- Moss Adams LLP (San Francisco, CA)
- ** Client Service Associate ** **Description**... client teams/ client and the central services /operations team \(ie, client services , ... and interesting business challenges. **Introduction to the team** The Client Service Associate for Moss...a wide range of technical, administrative and relationship support services to assigned client teams and to… more