- Citigroup (Beverly Hills, CA)
- The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by ... performance and effectiveness of the sub-function/job family. **Responsibilities:** + Assist the Banker in the creation of sales and marketing strategies designed to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …investment reports and performance data (no data entry) Requirements + 3-5+ years in UHNW client service (RIA, family office, private bank , etc.) + Experience ... Description Senior Client Service Associate $90,000-$110,000 base + 15-30% discretionary bonus 100%...world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client… more
- Wells Fargo (San Francisco, CA)
- …**Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families ... needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and… more