- Robert Half Finance & Accounting (Mountain View, CA)
- …for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors + Prepare and process account paperwork accurately and ... daily custodian alerts and follow up as needed + Support client onboarding, account setup, and CRM updates +...+ 3+ years in client service or operations in wealth management (NO exceptions) + Proficiency in Microsoft Office;… more
- City National Bank (Beverly Hills, CA)
- …attract new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the ... for peer review all client-facing custom designed output. * Support the Wealth Strategy team by developing sophisticated reports/dashboards and making other… more
- JPMorgan Chase (Los Angeles, CA)
- … Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job ... issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead… more
- Bank of America (Los Angeles, CA)
- …and be highly motivated to drive firm-wide initiatives such as Client Support Enhancer, SQA+, Client Retention/Acquisition. The **Private Wealth Market Client ... as a member of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations… more
- City National Bank (Beverly Hills, CA)
- * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). Through ... prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst will participate in special projects, as assigned... Advisors, that may be repetitive or one-time, which support the team, the division, CNB, and clients. What… more
- Charles Schwab (Walnut Creek, CA)
- …successful candidate will build trusting relationships with local Financial Consultants and Wealth Advisors, providing education and support to their clients and ... status quo" and transform the finance industry together. The Wealth & Asset Management Solutions (WAMS) team is part...The WAMS team is responsible for the distribution and support of proprietary, and certain third-party asset management, products… more
- City National Bank (Los Angeles, CA)
- …WHAT IS THE OPPORTUNITY? Senior Counsel will provide general regulatory and transactional support to the Bank and its wealth management operations and ... registered investment fund subsidiaries and affiliates with respect to wealth management products and services. * Support ...to wealth management products and services. * Support senior counsel in advising the Bank's wealth… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and ... Robert Half Financial Services is recruiting for a Senior Wealth Advisor at a RIA. This is a full-time...estate, investment, and risk management. + Mentor & Lead: Support junior advisors and contribute to a strong team… more
- Bank of America (Beverly Hills, CA)
- Wealth Management Specialist Beverly Hills, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Beverly-Hills/ Wealth -Management-Specialist\_25029841) **Job Description:** Merrill Wealth Management is… more
- Bank of America (San Francisco, CA)
- …growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the ... Private Wealth Relationship Manager (FP) San Francisco, California **To...enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the… more