• Senior Fiduciary Coordinator - Estate…

    Wells Fargo (San Diego, CA)
    …with infrastructure-related projects to improve Wells Fargo Trust's business operations, client service , and risk management. + Independently communicate with ... HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust...Individual Retirement Accounts (IRA). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator… more
    Wells Fargo (12/24/25)
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  • Senior Branch Premier Banker

    Wells Fargo (Arcadia, CA)
    …career" in the US Join us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of ... (https://www.wellsfargojobs.com/career-areas/) . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition… more
    Wells Fargo (01/03/26)
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  • Senior Planner For Growing RIA Firm!

    Robert Half Finance & Accounting (Marin County, CA)
    …with Robert Half's Financial Services Division is partnering with a fast-growing, white-glove service firm to recruit a Senior Planner to join their dynamic ... Description For wealth management professionals with a growth mindset who...blends technical depth with strong emotional awareness. As a Senior Planner you'll partner closely with advisors and clients… more
    Robert Half Finance & Accounting (01/01/26)
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  • Senior Supervisory Control Specialist

    Wells Fargo (Newport Beach, CA)
    …Fargo is seeking a Senior Supervisory Control Specialist to join our Client Relationship Group within Wealth and Investment Management. This role is ... are in adherence with regulatory, compliance and legal requirements. The Senior Supervisory Control Specialist understands the complexity, partnership needs and… more
    Wells Fargo (12/24/25)
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  • Relationship Banker Senior Preferred…

    City National Bank (Los Angeles, CA)
    …Banking Strategy. Provides expertise in all aspects of providing exemplary client service . Successfully completes Onboarding Workshops, and all relevant ... *RELATIONSHIP BANKER SENIOR PREFERRED BANKING* WHAT IS THE OPPORTUNITY? Responsible...Degree or equivalent * Minimum 8 years' experience in client service , banking operations or banking relationship… more
    City National Bank (11/19/25)
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  • Registered Client Service Associate

    Comerica (Costa Mesa, CA)
    Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
    Comerica (12/10/25)
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  • Director, Client Services

    University of Southern California (Los Angeles, CA)
    …leadership role. + Knowledge of industry trends and leading practices in HR client service methodologies including serving as a data-driven problem solver, ... The Director, Client Services will oversee a dynamic team of...in-unit HR role from a tactical to strategic HR service provider including the design/implementation of assessments, gap analysis,… more
    University of Southern California (12/11/25)
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  • Bilingual Client Services Analyst…

    MUFG (Los Angeles, CA)
    …CSD provides and support the relationship manager to market JCB's full service and dedicated client service resources **Inter-department coordination ... 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...industry is required** + Prior experience in corporate banking, wealth management or at a senior retail… more
    MUFG (10/24/25)
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  • Client Engagement

    S&P Global (CA)
    …team is at the forefront of the FinTech space. **Impact:** The Client Engagement Team is responsible for proactively fostering meaningful relationships with clients ... thorough understanding of portfolio monitoring and reporting. . You will interact with senior members of management and c-suite executives at private market firms of… more
    S&P Global (11/25/25)
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  • Relationship Manager - EGP (FP)

    Bank of America (Walnut Creek, CA)
    …relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with ... + Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team… more
    Bank of America (12/22/25)
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