Registered Client Associate Wells Fargo Bank
Registered Client AssociateSan Francisco, California
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Work hours/week:.
8 days ago
Posting End Date:. $30.77 - $45.67
Benefits .
13 days ago
Registered Client Associate UBS Group AG
Registered Client AssociatePalo Alto, CA
- $75,000–$85,000 / year
p>• ideally 3-5 years of experience in client service, within the finance sector • bachelor's or master's degree or equivalent, focusing on finance • excellent communicator, with solid interpersonal skills • detail oriented (nothing gets past you) • proficient in Microsoft Office Suite. We help high net worth and ultra-high net worth individuals and families meet their financial goals through Financial Advisors who deliver products and services specifically designed for them.
30+ days ago
Client Associate / Senior Client Associate - Neuberger Wealth Neuberger Berman Group LLC
Client Associate / Senior Client Associate - Neuberger WealthSan Francisco, CA
- $80,000–$100,000 / year
An employees pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. Client Interaction: Maintain regular and proactive contact with clients regarding new account documents, LOAs, account updates, checks and wires, account performance, trade activity, transfers, statement inquiries, research, fees, objective changes, portfolio market values, stock quotes, online access, etc.
30+ days ago
Registered Private Wealth Client Associate Bank of America Corp
Registered Private Wealth Client AssociateSan Francisco, CA
- $25–$44 / hour
Responsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
30+ days ago
Registered Client Service Associate - Ameriprise Financial Advisors - San Jose, CA Ameriprise
Registered Client Service Associate - Ameriprise Financial Advisors - San Jose, CASan Jose, California
As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships.
Line of Business .
14 days ago
Private Client Team - Client Service Associate Dodge & Cox
Private Client Team - Client Service AssociateSan Francisco, CA
- $130,000–$185,000 / year
p>Primary responsibilities include: • Act as the primary operational point of contact for clients, custodians, consultants, and third parties • Manage all aspects of the client lifecycle, including new account onboarding, account transitions, and account closures • Understand the client's financial objectives and how Dodge & Cox fits into their overall investment strategy • Coordinate Legal and Compliance review of Investment Management Agreements and investment guidelines • Manage and execute client cash flows, asset transfers, and account maintenance • Serve as coordination hub for client needs at key life planning inflection points (includes gifting, account splits, estate distributions) • Facilitate and address inquiries related to proxies, class actions, corporate actions, and client audits • Communicate and work with client's attorneys, CPAs, and outside advisors • Interface and develop strong working relationships with all departments, including Portfolio Management and Trading, Client Service, Operations, Technology, Legal, and Compliance • Represent the Private Client CSA team on cross-functional projects where the department is a stakeholder. or B.S.) with an excellent academic record • Minimum of five years of experience working with high net worth separate account clients • Familiarity with estate planning, various trust instruments, and personal financial planning preferred • Demonstrate intellectual curiosity about the investment business and knowledge of equity and fixed income products • Exceptional verbal and written communication skills; strong proofing and editing skills • Highly organized, detail-oriented, flexible, reliable, curious, proactive, and service-oriented • Strong analytical and problem-solving skills • Ability to manage multiple priorities and meet tight deadlines • Collegial and collaborative • Proficiency in MS CRM, MS Excel, PowerPoint, MS Office and Adobe Acrobat • Comfortable with proactively soliciting input and feedback from colleagues.
30+ days ago
Registered Client Service Associate Citigroup Inc
Registered Client Service AssociateSan Jose, CA
- $78,320–$109,280 / year
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients.
30+ days ago
Registered Client Service Associate Morgan Stanley
Registered Client Service AssociateOakland, CA
- $72,200–$85,000 / year
Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
14 days ago
Private Wealth Management Registered Client Service Associate Morgan Stanley
Private Wealth Management Registered Client Service AssociateSan Francisco, CA
- $34,320–$90,000 / year
Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
30+ days ago
Private Client Associate Edgewood Partners Insurance Center
Private Client AssociateSan Mateo, CA
- $30.77–$35.90 / hour
Collaborate and work closely with Private Client team to ensure a seamless new business process regarding proposals, account reviews, creating executive reviews or schedules of insurance so the producer is prepared to present to the client. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen.
30+ days ago
Private Client Associate Temporary Edgewood Partners Insurance Center
Private Client Associate TemporarySan Ramon, CARemote
- $30.77–$35.90 / hour
p>California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
7 days ago
Client Associate - Commercial Real Estate- Commercial Term Lending JPMorgan Chase & Co
Client Associate - Commercial Real Estate- Commercial Term LendingSan Francisco, CA
p>As a Client Associate within the Commercial Term Lending team, you will have a relentless internal drive to succeed, a laser focus on providing a best-in-class client experience and the understanding that honing your inherent Sales/Business Development skills is the key to success and advancement. JPMorgan Chase & Co. is one of the oldest financial institutions, offering innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
30+ days ago
J.P. Morgan Advisors - Senior Client Associate - Palo Alto JPMorgan Chase Bank, N.A.
J.P. Morgan Advisors - Senior Client Associate - Palo AltoPalo Alto, CA
- Full time
Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
30+ days ago
J.P. Morgan Advisors - Senior Client Associate - San Francisco, CA JPMorgan Chase Bank, N.A.
J.P. Morgan Advisors - Senior Client Associate - San Francisco, CASan Francisco, CA
- Full time
Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
30+ days ago
Wealth Management Seasonal Client Associate - Private Wealth San Francisco Market Bank of America Corp
Wealth Management Seasonal Client Associate - Private Wealth San Francisco MarketSan Francisco, CA
- $25–$30 / hour
Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused, and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world, specializing in goals-based wealth management, including planning for retirement, education, legacy and other life goals through investment advice and guidance.
30+ days ago
Client Service Associate NR Stifel Financial Corp
Client Service Associate NRSan Francisco, CA
p>Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
30+ days ago
New
Client Service Associate - NR Stifel Financial
Client Service Associate - NRSan Francisco, CA
p>Under immediate supervision, client services associate (NR) assists one or more financial advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Today
Client Service Associate - NR Stifel
Client Service Associate - NRSan Francisco, California
What You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
30+ days ago
New
Client Service Associate Beacon Pointe Advisors
Client Service AssociateSan Jose, CA
The Client Service Associate will join a highly talented team of wealthmanagement and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions.
Today
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