- Wells Fargo (Beverly Hills, CA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Citigroup (Rolling Hills Estates, CA)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... The Licensed Client Service Associate is a developing...manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and… 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… more
- Umpqua Bank (Sacramento, CA)
- Private Client Advisor Wealth Management South Jordan, Utah Bellevue, Washington Seattle, Washington Greenwood Village, Colorado San Diego, California ... business. Together for better. **About the Role:** Our Private Client Advisor will work with the high and ultra-high...potential solutions. + Speak to a broad knowledge of wealth management principles and estate planning strategies.… more
- PNC (Los Angeles, CA)
- …assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private ... assets. Advisors in PNC Private Bank are responsible for developing client solutions and strategies, including lending, investment management , estate/retirement… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …the primary client liaison for high complexity clients. You will solicit senior management input from the client on new business directives within their firm ... Broadridge team. Broadridge is growing! We are seeking a Client Relationship Manager to join our team in the...+ Bachelors degree or equivalent experience preferred + Project Management or Project Coordinator skills preferred + Strong verbal… 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 ... for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial...all aspects of their balance sheet and generate new client acquisition. You will be part of a local… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …of Broadridge clients. In addition, we are the 24/7/365 support for Broadridges Client Relations teams (Account Management ) across the country. When issues ... will evaluate the situation, review escalation procedures, and communicate directly to Account Management and/or the client . We are made up of high performing… 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 ... over 900,000 retirement plan participants, and over 21,000 individual wealth accounts. Due to rapid growth we are expanding...to advisor teams + Compensation reporting + Editing of client Service Agreements + Client facing training… more