- Robert Half Finance & Accounting (San Francisco, CA)
- …investment operations, client onboarding, and financial administration for a curated group of ultra- high - net - worth clients. As part of a growing team that ... Description Senior Client Service Associate $90,000-$110,000 base + 15-30% discretionary bonus...Office Access) Jennifer Fukumae is partnering with a boutique, ultra- high -touch wealth management firm supporting some of the world's… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …San Francisco-based multi-family office that provides tailored financial solutions to ultra- high - net - worth individuals and families. This firm delivers ... + A collaborative mindset and passion for delivering personalized, high -touch service Excited about the role? Apply...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more
- JPMorgan Chase (Los Angeles, CA)
- …working with individuals and families ranging from affluent to high - and ultra- high net worth . The successful individual should approach clients with ... investing, financial advisory at a broker-dealer, RIA and/or a private bank, affluent/ high - net - worth solutions, and retirement strategies + Bachelor's degree… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …wealth management and financial advisory firm that provides comprehensive financial services to high - net - worth and ultra- high - net - worth ... to client service . Responsibilities: + Act as a primary advisor high volume of clients, offering personalized financial planning and investment advice. + Lead… more
- JPMorgan Chase (Los Angeles, CA)
- …minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + ... Are you passionate about building and maintaining high - net - worth client relationships across...responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing… more
- PNC (San Jose, CA)
- …or in the field on a regular basis. The ideal candidate will have extensive experience working with high net worth and ultra high net worth ... Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Holds team accountable for deliverables. + Held… more
- JPMorgan Chase (San Francisco, CA)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service ... base. + Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends product rollouts, ideas… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …office in San Francisco, known for delivering tailored financial solutions to ultra- high - net - worth individuals and families. With a long-standing reputation ... for discretion, technical excellence, and white-glove service , the firm supports its clients across a wide...+ Previous experience managing accounting for trusts, LLCs, or high - net - worth individuals + Strong command… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …billion in assets under management and a client base of approximately 250 high - net - worth individuals and families. Average client relationships range from ... and connect with Jennifer Fukumae on LinkedIn for faster consideration. Client Service Associate (CSA) Location: Mountain View, CA (Onsite 4x/week, 5 days/week… more
- Wells Fargo (San Francisco, CA)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... payments, account openings and closings, and asset transfers. + Demonstrate a high level of organizational skills, including time and priority management. + Deliver… more
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