- Citizens (San Francisco, CA)
- Description As a Private Wealth Registered Client Associate , you will play a pivotal role as a trusted resource for our clients and wealth managers. Your ... operational skills to facilitate business growth while ensuring exceptional client service. In this position, you will attend to... service. In this position, you will attend to client inquires, process transactions, assist with client … more
- Wells Fargo (San Jose, CA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Raymond James Financial, Inc. (San Diego, CA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...clients, opens new client accounts and researches client and security information using internal databases and other… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... * Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- Bank of America (El Segundo, CA)
- Registered Wealth Management Client Associate El Segundo, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/El-Segundo/ Registered -Wealth-Management- Client - Associate \_25025611) **Job Description:** Merrill Wealth… more
- Citigroup (Hermosa Beach, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... of attention to detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the fields of operations and… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Apply now and connect with Jennifer Fukumae on LinkedIn for faster consideration. Client Service Associate (CSA) Location: Mountain View, CA (Onsite 4x/week, 5 ... Profit Sharing About the Firm: Join a thriving, independent Registered Investment Advisor (RIA) and financial planning firm with...and continued client trust. The Role: The Client Service Associate will play a vital… more
- JPMorgan Chase (Walnut Creek, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked ... with delivering exceptional client service, operational marketing, and administrative support to our...60 day condition of employment + If you were registered after October 1, 2018 you must also have… more
- Bank of America (San Francisco, CA)
- Private Wealth Client Associate San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Private-Wealth- Client - Associate \_25025583) **Job Description:** Merrill Wealth Management is… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client -focused Registered Investment Advisor (RIA). This ... high-performing team that values hard work, integrity, and strong client service. The firm offers a positive culture, low...contact for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors + Prepare… more