- Columbia Bank (Santa Rosa, CA)
- …business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and ... to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial...with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service .… more
- Bank of America (San Francisco, CA)
- …the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ... for overall delivery and management of the client service experience for Merrill Private Wealth Management. Accountable for proactive client service ,… more
- Comerica (San Francisco, CA)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client ... navigating internal territory concerns by finding the best solution for the client ; orchestrating the appropriate providers; and addressing service issues where… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | Hybrid ... Espejo via email or LinkedIn. Requirements + Bachelor's degree + 4+ years in client -facing roles (family office or wealth management experience ONLY) + Strong… more
- Bank of America (Los Angeles, CA)
- …related to the execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation and their next generations ... team Senior Business Manager to develop, implement, and monitor the team's client service model. **Role Responsibilities** + Identify and own the client… more
- Bank of America (San Francisco, CA)
- …promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support ... team Senior Business Manager to develop, implement, and monitor the team's client service model. This position is subject to SAFE Act registration… more
- Citigroup (San Francisco, CA)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. ... regions. Excellent communication skills required to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable for the… more
- Robert Half Finance & Accounting (San Jose, CA)
- …leadership to help expand the firm's growing tax practice. + Deliver excellent client service with clear, proactive communication. Requirements + 5+ years of ... Description Jennifer Fukumae is partnering with an established Wealth Management and Tax Advisory firm in San...in San Jose to identify a Tax Accountant / Senior Tax Accountant (title flexible based on experience). This… more
- HUB International (Encino, CA)
- …insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue ... company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer:… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …families. The firm operates with a high level of professionalism, precision, and client service . The Assistant Controller will work directly with the Controller ... Robert Half Finance and Accounting is partnering with a Wealth Management Firm to hire an Assistant Controller. This...This individual will also partner cross-functionally with operations and client service teams to ensure accurate, timely,… more