- JPMorgan Chase (Palo Alto, CA)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within... meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …a client -facing role, ideally in a multi- or single-family office, private wealth, or high-end financial services environment + Clear, confident communicator ... Description Client Associate - Family Office San Francisco (Steps...to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and… more
- City National Bank (Los Angeles, CA)
- …of real time risk, reporting, and escalation* High Profile and High Net Worth Client and Advisor service* Data driven approach to safety, soundness, planning, ... *BIS - FINANCIAL SERVICES OPERATIONS ANALYST* WHAT IS THE OPPORTUNITY?...covering our Entertainment Bank, Personal and Business Banking, and Private Banking Clients* Trading and service support for our… more
- Citigroup (Los Angeles, CA)
- …+ Anticipate events in a client 's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...seek strategic advice regarding financial matters. + Build relationships with client … more
- JPMorgan Chase (Los Angeles, CA)
- …other private capital transaction scenarios from the firm's wholesale client base. **Job Responsibilities:** + Support client engagement responsibilities for ... play a key role in driving our focus on private capital markets. This is your opportunity to execute...role will be important in supporting relationships between various client segments of the Commercial & Investment Bank, by… more
- Citigroup (Los Angeles, CA)
- …+ Anticipate events in a client 's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...seek strategic advice regarding financial matters. + Maintain full understanding of … more
- PNC (Los Angeles, CA)
- …and strategies for individuals and families with significant assets. Advisors in PNC Private Bank are responsible for developing client solutions and strategies, ... PNC's Asset Management Group (AMG) is comprised of Institutional Asset Management, PNC Private Bank, and our Investment Office. We work with individual and corporate… more
- KeyBank (Newport Beach, CA)
- …deepening existing client relationships. Essential Job Functions Serves as Trusted Advisor to clients by developing a clear and holistic understanding of the ... Job The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active...crafting value-added solutions, ideas and advice. Viewed by the client as a valued business partner ( financial … more
- HUB International (San Rafael, CA)
- …requirements to advisor teams + Compensation reporting + Editing of client Service Agreements + Client facing training on operational processes and ... Retirement Partners, LLC, a HUB International Company, is a registered investment advisor with over $134B in retirement plan assets under advisement, and $8.5B… more
- Citigroup (Mill Valley, CA)
- …**Education** : + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more