- PNC (Los Angeles, CA)
- …assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private ... Advisor, Wealth Strategist, and Relationship Strategist + **Institutional Asset Management (IAM** **):** PNC Institutional Asset Management has been… more
- JPMorgan Chase (Palo Alto, CA)
- … at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and ... in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team that values… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description A boutique wealth management firm based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This firm is known ... of 2 years of client service experience, preferably in financial services or wealth management . + Familiarity with broker-dealer platforms; experience with LPL… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …founders, elite investors, and multi-generational families. The firm integrates wealth strategy, investment management , financial operations, and family ... Description A boutique, San Francisco-based wealth advisory firm is seeking a highly capable...advisory firm is seeking a highly capable Client Service Associate to join its growing team. This firm specializes… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Requirements Qualifications + 3-5+ years of client service experience in a white-glove wealth management , family office, RIA, or UHNW environment. + Experience ... providing fully customized, single-family-office-style services. Its integrated approach spans wealth strategy, investment management , family office administration,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …degree required + 6-8+ years of experience in client-facing roles within wealth management , family office, or related industries + Exceptional interpersonal ... Description Job Opportunity: Senior Client Service Associate - Multi-Family Office A prestigious, forward-thinking multi-family office based in San Francisco is… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Bachelor's degree required; 6-8+ years of experience in client-facing roles within wealth management , family office, or related industries. + Strong ... Description Job Posting: Senior Client Service Associate - Multi-Family Office A prestigious and forward-thinking multi-family office headquartered in San Francisco… 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 ... 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
- JPMorgan Chase (Walnut Creek, CA)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Bachelor's degree with 2+ years in client-facing roles (family office or wealth management experience ONLY) + Strong communication skills; highly responsive ... 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… more