- Robert Half Finance & Accounting (San Francisco, CA)
- …Investment Advisory (RIA) firm is seeking an exceptional Senior Client Service Associate to join its client service leadership track. This firm partners exclusively ... providing fully customized, single-family-office-style services. Its integrated approach spans wealth strategy, investment management, family office administration, and financial… more
- JPMorgan Chase (Walnut Creek, CA)
- …are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and ... on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal specialists… more
- HUB International (San Rafael, CA)
- …with over $134B in retirement plan assets under advisement, and $8.5B in individual wealth assets under management. With over 350 producing advisors in more than 120 ... plans with over 900,000 retirement plan participants, and over 21,000 individual wealth accounts. Due to rapid growth we are expanding our operational team.… more
- 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 based ... with associates and analysts for seamless execution + Support clients with wealth transfer, philanthropy, and tax-efficient strategies + Maintain close ties with… more
- Stanley Black and Decker (Fullerton, CA)
- **The Job:** We are seeking a meticulous and detail-oriented Deburring Associate to join our aerospace manufacturing team. The primary responsibility of this role is ... your skills along multiple career paths. * Learn: Have access to a wealth of learning resources, including our digital learning portal. * Belong: Experience an… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Join a people-first, high-touch wealth management firm with over 15 years of advisory experience and a client base built almost entirely on referrals. ... financial guidance and exceptional service. We're looking for a Client Service Associate who thrives in a relationship-driven environment and is passionate about… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). This is a ... and warmth + Manage client service requests and support Wealth Advisors + Prepare and process account paperwork accurately...+ 3+ years in client service or operations in wealth management (NO exceptions) + Proficiency in Microsoft Office;… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …in San Francisco is seeking a highly motivated and Sr. Client Service Associate to join its team. This firm specializes in serving ultra-high-net-worth individuals ... Analysts. + Support clients and their advisors in implementing complex wealth transfer, philanthropic, and tax-advantaged strategies. + Maintain relationships with… more
- Scotiabank (San Francisco, CA)
- Associate , Technology Investment Banking **Requisition ID:** 232917 **Salary Range:** 175,000.00 - 225,000.00 _Please note that the Salary Range shown is a guideline ... committed to results, in an inclusive and high-performing culture. **Title** : Associate , Technology Investment Banking - San Francisco, CA **Global Banking and… more
- University of Southern California (Los Angeles, CA)
- …Associate Director, Data ManagementApply (https://usc.wd5.myworkdayjobs.com/ExternalUSCCareers/job/Los-Angeles-CA Downtown/ Associate ... Director, Data Management University Advancement is seeking an Associate Director, Data Management to join its CRM and...perks to help protect their and their dependents' health, wealth , and future. These benefits are available as part… more