• JP Morgan Wealth Management - Vice President…

    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
    JPMorgan Chase (09/14/25)
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  • JPMorgan Private Client Relationship Manager

    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
    JPMorgan Chase (08/15/25)
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  • Senior Portfolio Banker / BMO Family Office…

    BMO Financial Group (Los Angeles, CA)
    …diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth ... Provides a superior level of customer service and portfolio management in lending services for...both internal and external. + Performs client sales & service support activities as required to meet client needs… more
    BMO Financial Group (10/04/25)
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  • Senior Client Service Associate - Family…

    Robert Half Finance & Accounting (San Francisco, CA)
    …proactive Senior Client Associate to join its San Francisco-based team. This is a high -impact role supporting ultra- high - net - worth clients through a ... growth. Key Responsibilities + Serve as the primary contact for client service requests + Execute client transactions and requests with accuracy and efficiency… more
    Robert Half Finance & Accounting (09/28/25)
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  • Client Service Associate

    Robert Half Finance & Accounting (San Jose, CA)
    …reconciliation processes. + Provide a high level of customer support to high net worth individuals. + Keeping up-to-date with client documentation. ... via LinkedIn for fastest consideration for this opportunity. Job Posting: Client Service Associate Employment Type: Full-Time Location: San Jose, 100% onsite Comp:… more
    Robert Half Finance & Accounting (09/19/25)
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  • Registered Client Service Associate

    Comerica (Costa Mesa, CA)
    …The SA role assists one or more Financial Consultants (FC) in a Retail, High Net Worth , or Institutional capacity. Position CompetenciesSuccessful incumbents ... Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role...licensing and firm rules allow. Qualifications Position Qualifications: + High School/GED + Advanced college degrees may count towards… more
    Comerica (09/02/25)
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  • JP Morgan Advisors - Relationship Manager

    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
    JPMorgan Chase (10/01/25)
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  • JP Morgan Advisors - Investment Associate

    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 ... Market and implement complex investment solutions in accordance with High - Net - Worth clients' investment objectives. +...on behalf of the Financial Advisor(s) + Ad Hoc service requests as needed on behalf of the team/clients.… more
    JPMorgan Chase (09/05/25)
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  • Client Service Accountant - Family Office

    Robert Half Finance & Accounting (San Francisco, CA)
    …This role offers the opportunity to work in a collaborative environment, supporting high - net - worth individuals and families with accounting, reporting, and ... range of accounting functions while partnering with internal teams to deliver high -quality service and insights. Key Responsibilities + Enter journal entries,… more
    Robert Half Finance & Accounting (09/20/25)
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  • Senior Manager, Charitable Consulting- Bay Area

    Charles Schwab (San Francisco, CA)
    …experience and providing timely, relevant charitable planning education to partners, advisors, and high net worth clients. Reporting to the Director of ... Basic understanding of investments (publicly and non-publicly traded), common ultra- high net worth tax planning...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
    Charles Schwab (10/02/25)
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