- Robert Half Finance & Accounting (San Francisco, CA)
- …expense submissions, and communication handling. + Process equity, mutual fund, and fixed - income trades for brokerage clients; work within custodial platforms, ... and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate. You will support an exclusive group of high-net-worth corporate… more
- JPMorgan Chase (Palo Alto, CA)
- …recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments + Provide support across ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll...firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality… more
- Deloitte (Los Angeles, CA)
- …practices, we can assist with the complex tax and reporting needs of large portfolios of fixed income investments. Work You'll Do As a Tax Senior in this ... accounting, finance, MIS, or related field required + Demonstrated practical knowledge in fixed income financial products, income tax principles, debt… more
- City National Bank (West Hollywood, CA)
- …all required account documentation is collected and completed. * For Directed Fixed Income portfolios, monitor for corporate and municipal bond concentrations ... *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior...tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains… more
- T. Rowe Price (San Francisco, CA)
- …experience, we provide investment solutions and a broad range of equity, fixed income , and multi-asset capabilities to individuals, advisors, institutions, and ... proactive ideas for improvement to optimize team's time and improve client experience + Work with senior leadership across T. Rowe Price and Oak Hill Advisors to… more
- Aristotle Capital Management (Los Angeles, CA)
- …Los Angeles, Newport Beach, Boston, and Sarasota. We specialize in equity and fixed income portfolio management for institutional and advisory clients around the ... through a culture focused on research, investment management and client success. What You'll Do The Senior ...and client success. What You'll Do The Senior Associate is responsible for the end-to-end production, maintenance,… more
- Neuberger Berman (San Francisco, CA)
- …as of September, 2025. The firm manages a range of strategies-including equity, fixed income , quantitative and multi-asset class, private equity, real estate and ... more). **Summary:** The Institutional Business Development Analyst will work closely with two senior Client Advisors ("CA") within the Institutional Client … more
- Aristotle Capital Management (Newport Beach, CA)
- …Los Angeles, Newport Beach, Boston, and Sarasota. We specialize in equity and fixed income portfolio management for institutional and advisory clients around the ... success. What You'll Do This individual will work in conjunction with senior client facing sales professionals to help facilitate all aspects of new client… more
- T. Rowe Price (San Francisco, CA)
- …experience, we provide investment solutions and a broad range of equity, fixed income , and multi-asset capabilities to individuals, advisors, institutions, and ... Role Summary The individual in this role will oversee assigned highly complex client relationships, ensuring satisfaction, a swift response to client needs,… more
- BlackRock (San Francisco, CA)
- …services industry, preferably in a technical capacity. + Multi-asset understanding of Equity, Fixed Income , Derivative and FX Trading + Deep understanding of ... and deploy strategic business trading workflows[SO1] + Collaborate closely with the Client 's senior management team (Chief Operational Officer, Head of Trading… more