- JPMorgan Chase (San Francisco, CA)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Wells Fargo (Palo Alto, CA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related ... **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth ...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a full-time permanent ... most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all… more
- LTD Global (Livermore, CA)
- About the organization A well-established, community-focused financial institution headquartered in the Bay Area, known for its personalized banking services and ... commitment to local communities. The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth… more
- Charles Schwab (San Francisco, CA)
- …pivoting when necessary. + Partnering with marketing, charitable strategists, and Schwab Advisor Services to develop and deliver relevant content that is on message ... post-graduate degree and/or industry designation preferred. + 5 + years of financial services industry experience + Relationship management experience in the private… more
- Bank of America (Walnut Creek, CA)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Bank of America (San Diego, CA)
- …+ Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching ... and operational needs + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Bank of America (Newport Beach, CA)
- …client relationship process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...**Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Opportunity: Senior Client Service Associate - Multi-Family Office A prestigious, forward-thinking multi-family office based in San Francisco is ... seeking a Senior Client Service Associate to join its growing team....join its growing team. This firm delivers highly customized financial solutions to ultra-high-net-worth individuals and families, including investment… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Posting: Senior Client Service Associate- Multi-Family Office A prestigious and forward-thinking multi-family office headquartered in San Francisco ... is seeking a highly motivated Senior Client Service Associate to join its growing team....growing team. This firm is known for delivering bespoke financial services to ultra-high-net-worth individuals and families, offering a… more