- Robert Half Finance & Accounting (Walnut Creek, CA)
- …delivering personalized financial guidance and exceptional service. We're looking for a Client Service Associate who thrives in a relationship-driven environment ... We're Looking For + Bachelor's degree and 2+ years in client service ( wealth management preferred) + Experience with broker-dealer platforms (LPL strongly… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client -focused Registered ... contact for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors...+ Manage client service requests and support Wealth Advisors + Prepare and process account paperwork accurately… 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 ... info and immediate consideration. Requirements + Bachelor's degree with 2+ years in client -facing roles (family office or wealth management experience ONLY) +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate $90,000-$110,000 base + 15-30% discretionary bonus 100% Remote (Optional SF Office Access) Interested? Let's connect. ... supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations,… more
- BlackRock (San Francisco, CA)
- **About this role** **Role Title: Transition Strategist, Transition Client Solutions** Location: San Francisco or New York BlackRock is a world-class provider of ... public pension plans, corporate retirement plans, central banks, sovereign wealth funds, and other institutional investors. **Role and Responsibilities:**… more
- Citigroup (Rolling Hills Estates, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker teams. +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm ... offices, working with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management, and family office services. You'll join… more
- Umpqua Bank (Sacramento, CA)
- Private Client Advisor Wealth Management South Jordan, Utah Bellevue, Washington Seattle, Washington Greenwood Village, Colorado San Diego, California Denver, ... for people. Together for business. Together for better. **About the Role:** Our Private Client Advisor will work with the high and ultra-high net wealth … more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …the way, come join the Broadridge team. Broadridge is growing! We are seeking a Client Relationship Manager to join our team in the El Dorado Hills, CA location. We ... are looking for someone to serve as the primary client liaison for high complexity clients. You will solicit...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… 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 ... all aspects of their balance sheet and generate new client acquisition. You will be part of a local...their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with… more