- Robert Half Finance & Accounting (San Francisco, CA)
- …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 role ... Proficiency in Microsoft Office; CRM experience (Salesforce/MS Dynamics) preferred + Schwab Advisor Center familiarity a plus Interested or even just curious? Reach… more
- Bank of America (Newport Beach, CA)
- …effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. ... management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related… more
- Abbott (Alameda, CA)
- …portfolio and program management while influencing engagement with the right software or service providers. A steady and trusted advisor , partnering closely with ... Vice President, Divisional Vice President, and 12+ Business Directors and Country Managers, you and your team are change agents, driving business transformation and having span and control of IT-related Sales Execution, Enablement, Effectiveness, Performance,… more
- JPMorgan Chase (San Francisco, CA)
- …Morgan Wealth Management, offers US based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of ... within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with Financial Advisors, acting as… more
- Thrivent Financial (Lakewood, CA)
- …clients and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire, ... prospects. The Associate reports to and is employed/contracted by the Financial Advisor . Thrivent Investment Management Inc. is the sponsor for FINRA registration… more
- Bank of America (San Diego, CA)
- …The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on ... leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service ...Financial Advisor teams and deliver outstanding client service + Coaching teams to deliver a modern, digital… more
- Bank of America (Walnut Creek, CA)
- …strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on ... develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial… more
- Air Force Materiel Command (Edwards AFB, CA)
- …Flight Sciences, Mission Systems, Space Sciences, or Test Foundations. Responsibilities Senior Advisor : Serves as the top education advisor and senior technical ... your transcripts. Ideal Candidate: The Technical Expert will serve as a Senior Advisor to school leadership, as a senior curriculum developer, as a Master's degree… more
- HUB International (San Rafael, CA)
- …Retirement Partners, LLC, a HUB International Company, is a registered investment advisor with over $134B in retirement plan assets under advisement, and $8.5B ... of Compensation of Global Retirement Partners, LLC, an SEC registered investment advisor , and is responsible for various RIA operational procedures and processes… more
- JPMorgan Chase (San Francisco, CA)
- …financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial ... to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions… more