- Robert Half Finance & Accounting (San Francisco, CA)
- …Firm Founded in 2012, the firm operates at the intersection of wealth strategy, portfolio management, family office services, and financial operations. Unlike ... and long-term impact. Position Overview The Client Services Associate will support all operational aspects of client service, including onboarding, investment… more
- Robert Half Office Team (San Diego, CA)
- Description About the Company Our client, a reputable and growing wealth management firm, is seeking a detail-oriented and proactive Administrative Assistant to ... support their team of financial advisors and operations staff....an Administrative Assistant, preferably within financial services, banking, or wealth management. + Strong organizational and multitasking skills with… more
- CIBC (San Francisco, CA)
- …As a Family Office Client Service Manager, you will provide customized support to ultra-high-net-worth clients and their family offices. Your role is critical ... clients and internal teams, ensuring seamless implementation, ongoing service, and organizational support . You will also support Family Office Executives and… more
- Comerica (Los Angeles, CA)
- …Risk Governance Committee. This position will also provide strategic payments related support to partners in Commercial, Retail and Wealth Management. The ... Job Description Payments Strategy Consultant The position will lead and/or support strategic initiatives identified by the Payments leadership team and the Payments… more
- JPMorgan Chase (Irvine, CA)
- …will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless ... discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through… more
- Robert Half Finance & Accounting (Orinda, CA)
- Description Job Posting: Financial Planning Associate - Wealth Management A well-established, people-first wealth management firm in the East Bay is seeking a ... interest of its clients. Position Overview The Financial Planning Associate will support advisors in delivering high-quality financial plans and client service. This… more
- Robert Half Finance & Accounting (Berkeley, CA)
- Description Portfolio Administrator - Investment Operations A mission-driven wealth management firm is seeking a detail-oriented and technically skilled Portfolio ... will also serve as a key internal resource for investment operations and support the Chief Investment Officer in various capacities. Key Responsibilities + Lead… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …relationships by understanding preferences and delivering tailored service. + Guide and support Client Service Associates and Analysts on shared accounts. + Assist ... clients and their advisors with complex wealth transfer, philanthropic, and tax-advantaged strategies. + Maintain strong...investment teams on portfolio creation and cash deployment. + Support internal teams on special projects as needed. Benefits… more
- JPMorgan Chase (San Francisco, CA)
- …your career to the next level. Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions ... in the ever-evolving financial services space. **The Role** The Professional will provide support to team consisting of Client Advisors in all facets of daily… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Join a people-first, high-touch wealth management firm with over 15 years of advisory experience and a client base built almost entirely on referrals. ... for client requests, from wire transfers and rollovers to beneficiary updates. + Support onboarding and ensure a smooth, welcoming experience for new clients. +… more