- Robert Half Finance & Accounting (Palo Alto, CA)
- …Espejo with Robert Half Financial Services is recruiting for an Operations Associate at a well-established wealth advisory firm . This is a full-time ... info and immediate consideration. Requirements + 2+ years in wealth management operations ( RIA , family office, brokerage) no exceptions! + Strong Excel… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Discretionary Bonus + Profit Sharing About the Firm : Join a thriving, independent Registered Investment Advisor ( RIA ) and financial planning firm ... Jennifer Fukumae on LinkedIn for faster consideration. Client Service Associate (CSA) Location: Mountain View, CA (Onsite 4x/week, 5...client service or operations role within an RIA or financial planning firm + Strong… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Services is recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor ( RIA ). This is a full-time permanent ... in San Mateo County with a Hybrid schedule. This RIA helps individuals and families reach financial wellness with...values hard work, integrity, and strong client service. The firm offers a positive culture, low turnover, and excellent… more
- JPMorgan Chase (New York, NY)
- …all facets of RIA business management, including growth strategies, investment solutions, technology infrastructure, and operations . + Deep understanding of ... our clients and leverage the capabilities of our global firm to deliver to our clients. Our Sales teams...best for them. As a Platform Solutions Internal Client Advisor within JP Morgan Asset Management's RIA … more
- Robert Half Finance & Accounting (New York, NY)
- …are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our ... client requires 3+ years' Client Services or Relationship Management experience within investment advisory, wealth management or private banking. The role is hybrid… more
- Citigroup (Tampa, FL)
- …Description Primarily responsible for day-to-day processes of intake/assignment/close out of investment complaints for a retail broker dealer/ RIA and insurance ... of detail, subject matter expertise, and some familiarity with investment products/characteristics. **Responsibilities:** + Supporting teams with compliance and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Fukumae at Robert Half is teaming up with a well-established wealth management and investment firm that brings together deep expertise, national scale, and the ... personalized service of a boutique advisor . They work with individuals, families, and institutions-offering a...client's goals. They are looking for a Venture Services Associate - Trades to support a high-performing Private Wealth… more