- Bank of America (Palo Alto, CA)
- Wealth Management Client Associate (FP) Palo Alto, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Overview: A boutique wealth management firm is seeking a Client Service Associate to join its growing team. With a strong foundation built on over 15 ... to financial planning. The team serves a stable, referral-based client base and is committed to delivering exceptional service...Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …quality of our work. The Opportunity They are looking for a proactive and detail-oriented Client Service Associate to join our growing team. This role is central ... emphasizing trust, long-term relationships, and exceptional service. The company's client base is stable and primarily referral-driven, reflecting the strength… 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 ... Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate $90,000-$110,000 base + 15-30% discretionary bonus 100% Remote (Optional SF Office Access) Interested? Let's connect. ... of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support...Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to… more
- BlackRock (San Francisco, CA)
- …a responsibility to be the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse team of partners strengthens ... the best of BlackRock to our clients. BlackRock offers a range of solutions - from rigorous fundamental and quantitative active management approaches aimed at… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …immediate consideration and additional info. Our client is recruiting for a Client Service Associate at a growing, client -focused Registered Investment ... high-performing team that values hard work, integrity, and strong client service. The firm offers a positive culture, low...Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to… more
- JPMorgan Chase (Irvine, CA)
- Embark on a rewarding journey as a Client Onboarding Associate at JPMorganChase, where you'll lead the charge in delivering exceptional treasury and banking ... project management skills to create seamless onboarding experiences, build strong client relationships, and drive satisfaction from the very first interaction. Join… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- BlackRock (San Francisco, CA)
- **About this role** **Aladdin Client Transformations - Front Office** **What we do** BlackRock's business is investing on behalf of our clients, from large ... growing rapidly, with the volume and complexity of new client deals and strategic partnerships growing each year. We...looking for a candidate to join us in the Associate /VP role within the team's Front Office practice. **Your… more