- Robert Half Finance & Accounting (San Jose, CA)
- Description Job Posting: Client Service Associate - Wealth Management A well-established and rapidly growing investment advisory firm is seeking a highly ... motivated Client Service Associate to join its wealth management team....of experience in financial services, preferably in asset or wealth management, brokerage , or banking. + Strong… more
- Thrivent Financial (Faribault, MN)
- This position provides licensed financial and non-financial support to Legacy Wealth Advisors and will serve as a resource to Thrivent Financial for Lutherans ... a sense of "community" with and among clients and prospects. The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment… more
- JPMorgan Chase (Plano, TX)
- …solutions for advisors, client associates, and servicing professionals across JP Morgan Wealth Management. As a Senior Product Associate in Wealth ... Our Wealth Management Servicing team drives the Authentication and...the Authentication and fraud prevention experience for both our client and employees. We're dedicated to delivering world-class messaging… more
- JPMorgan Chase (New York, NY)
- …of strategic initiatives that address critical challenges to the firm. As an Associate on the Strategy & Business Development team, you will manage mission-critical ... primary focus will be on the $3.0 Trillion Assets Under Supervision Wealth Management Solutions business, which is responsible for creating and managing investment… more
- Charles Schwab (Phoenix, AZ)
- …Service & Operations group, you will be joining a team that supports our Schwab Wealth Advisory clients. On this client -facing, in-bound phone team, you will be ... have the opportunity to develop a strong foundation in wealth management, allowing you to act as a subject...+ Experience servicing high-net-worth clients + General understanding of brokerage regulations and rules that govern client … more
- Coldstream Wealth Management (Portland, OR)
- …the ability to manage multiple tasks independently + A Bachelor's degree is preferred Keyword: Client Service Associate From: Coldstream Wealth Management ... hard, and we are nice to each other. The Client Service Associate Role The Client...responsibilities include: + Prepare and process documentation related to client onboarding and maintenance: + Open brokerage … more
- Coldstream Wealth Management (Seattle, WA)
- …fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered Investment ... and proactively preparing meeting materials + Coordinating the new client onboarding process: + Opening brokerage accounts,...an annual bonus and a generous benefits package. Keyword: Client Service Associate From: Coldstream Wealth… more
- Wells Fargo (Hagerstown, MD)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to … more
- Wells Fargo (Farmington, CT)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry… more
- Wells Fargo (Battle Creek, MI)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry… more