- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Proficiency in Microsoft Office; CRM experience (Salesforce/MS Dynamics) preferred + Schwab Advisor Center familiarity a plus Interested or even just ... with associates and analysts for seamless execution + Support clients with wealth transfer, philanthropy, and tax-efficient strategies + Maintain close ties with… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …departments. Requirements + 3+ years of client service experience, ideally within a RIA or wealth management firm. + Experience with Schwab is a major plus. + ... Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate. You...and professional pursuits. Founded by a former Morgan Stanley advisor with 10+ years of experience, the practice now… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Are you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We're seeking a driven ... and detail-oriented Client Service Advisor to join this dynamic team! This is your...years of experience within the financial services sector, specifically Wealth Management + A history of job stability. +… more