• Senior Client Service Associate

    Robert Half Finance & Accounting (San Francisco, CA)
    Description Jennifer Fukumae is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world's most sophisticated families ... seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client...3-5+ years in UHNW client service (RIA, family office, private bank, etc.) + Experience navigating complex client needs… more
    Robert Half Finance & Accounting (09/19/25)
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  • Senior Client Associate -SF/Remote

    Robert Half Finance & Accounting (CA)
    Description Jennifer Fukumae is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world's most sophisticated families ... seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client...3-5+ years in UHNW client service (RIA, family office, private bank, etc.) + Experience navigating complex client needs… more
    Robert Half Finance & Accounting (09/28/25)
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  • Registered Client Service Associate

    Citigroup (Rolling Hills Estates, CA)
    The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker teams. +… more
    Citigroup (09/20/25)
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  • Senior Alternative Investment Specialist - B/D…

    T. Rowe Price (San Francisco, CA)
    …globally. This role will support the US Intermediary business, consisting of Wealth Management and Retirement accounts and representing over $650B in AUM. The ... Wealth Management distribution group strives to build strong long-term...including: competitor updates, product trends, advisor preferences for both private and registered investment structures. Requirements Required: + Prior… more
    T. Rowe Price (09/27/25)
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  • Premier Client Support Specialist

    Zions Bancorporation (San Diego, CA)
    …accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, ... accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration,… more
    Zions Bancorporation (09/07/25)
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