- Citigroup (San Francisco, CA)
- …of own team and other closely related teams. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class Investments ... coverage team + Partner with sales teams to exceed client expectations and make client onboarding...2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred +… more
- Bank of America (San Diego, CA)
- …for sourcing, onboarding , managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Diego/Merrill-Market- Client -Relationship-Manager\_25031102) **Job Description:** Merrill Wealth Management is… more
- JPMorgan Chase (Palo Alto, CA)
- …in our clients' lives and the wider community. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients by ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll...where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join… more
- BlackRock (San Francisco, CA)
- **About this role** **Role Title: Transition Strategist, Transition Client Solutions** Location: San Francisco or New York BlackRock is a world-class provider of ... public pension plans, corporate retirement plans, central banks, sovereign wealth funds, and other institutional investors. **Role and Responsibilities:**… more
- Comerica (Costa Mesa, CA)
- …organization as well as the account opening team to drive a seamless client experience from lead generation to onboarding . Leverage Customer Relationship ... Job Description National Trust Sales Manager The Trust Sales Manager...opportunities to cross-sell trust services to the bank's broader wealth management client base. Build and maintain… more
- Bank of America (Newport Beach, CA)
- …specialists/partners to address client 's needs + Manages aspects of the client relationship process, including client onboarding and resolving ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- BlackRock (San Francisco, CA)
- **About this role** **About this role** BlackRock's Offshore Wealth business is one of the most dynamic and fast-growing division within the company. The business is ... advisors, family offices, and Registered Investment Advisors (RIAs). As such, Offshore Wealth has been instrumental in solidifying BlackRock's position as a leading… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …team. Broadridge is seeking a Project Manager to join our Customer Communications Onboarding PMO. We need someone who will be responsible for delivering complex ... technology projects. This person will be responsible for aligning client requirements with the Broadridge Product, Technology, and Implementation functions and, as… more
- JPMorgan Chase (Los Angeles, CA)
- …+ Support client engagement responsibilities for geographic regions and our national practice for dedicated industry sectors. + Prepare for, and engage in ... to our efforts across geographic region and across our national practice for assigned industry sectors. You will work...role will be important in supporting relationships between various client segments of the Commercial & Investment Bank, by… more
- Zions Bancorporation (El Segundo, CA)
- …With a leading market share in small and middle-market banking, the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development ... that feed into Zions Capital Markets. Zions Capital Markets provides targeted, client -driven financing and advisory solutions to help companies across our markets… more