- Robert Half Finance & Accounting (San Francisco, CA)
- …Client Associate About the Role We're looking for a Senior Client Associate to join a top‑tier wealth management team serving ultra‑high‑net‑worth ... + Serve as the primary point of contact for client service needs, ensuring prompt and accurate...needs, ensuring prompt and accurate execution. + Partner with senior leadership on customized client strategies and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … Client Associate About the Role We're seeking a Senior Client Associate to join a top‑tier wealth management team serving ultra‑high‑net‑worth clients. ... + Serve as the primary point of contact for client service needs, ensuring timely and accurate...needs, ensuring timely and accurate execution + Partner with senior leadership on customized client strategies and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate. You will support an exclusive group of high-net-worth ... and follow-up with custodians and internal departments. Requirements + 3+ years of client service experience, ideally within a RIA or wealth management firm.… more
- JPMorgan Chase (Palo Alto, CA)
- …world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and ... where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join...to a team that values strong relationships and exceptional client service will directly impact our clients'… more
- Bank of America (Los Angeles, CA)
- …and coordination of team assignments, projects and key initiatives, and overall team client service strategy. Requires a thorough knowledge of the Merrill Lynch ... quality and completion and managing junior team members as needed + Oversee execution of client service strategy and client review processes + Serve as… more
- City National Bank (West Hollywood, CA)
- …territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal ... ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth ...tandem with an assigned SFA to provide sales and client and colleague service support coverage. The… more
- Bank of America (San Diego, CA)
- …responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and ... Relationship Manager (MCRM)** is a direct report to the Senior Client Relationship Manager with dual reporting...but are not limited to:** + Managing the branch's Wealth Management Client Associates and Service… more
- T. Rowe Price (San Francisco, CA)
- …Provide insight and proactive ideas for improvement to optimize team's time and improve client experience + Work with senior leadership across T. Rowe Price and ... globally. This role will support the US Intermediary business, consisting of Wealth Management and Retirement accounts and representing over $650B in AUM. The… more
- Parexel (Sacramento, CA)
- …of expertise with fully proven rainmaking skills and relationships at the most senior levels within client organizations. A Senior /Vice President Technical ... Review Officer who is looking to draw upon their wealth of experience in clinical trial design and drug...Demonstrated ability to interact professionally at multiple levels including senior and executive management within a client … more
- Insight Global (Agoura Hills, CA)
- Job Description A client of Insight Global is seeking a Senior Tax Associate to join their growing team! This position is fully remote but you must reside in one ... are focusing on tax compliance, tax consulting, venture capital, wealth growth, tax strategy, and tax structuring. The firm...and work. We encourage continuous feedback and development. - Senior will be included on day-to-day client … more
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