Associate Attorney Weed Law Group, PCAssociate AttorneyWalnut Creek, CA$100,000–$120,000 / yearFull timeThis role demands excellent written and verbal communication skills, including the ability to draft clear and persuasive legal documents, as well as the capacity to negotiate effectively on behalf of clients. In addition to their legal expertise, the successful candidate will demonstrate the ability to collaborate with colleagues and contribute to the continued growth and success of the firm.
NewToxic Tort Associate Attorney JobotToxic Tort Associate AttorneyWalnut Creek, CARemote$115,000–$195,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. My client is seeking to add an Associate Attorney to our Toxic Tort practice group in any of our four California offices (San Francisco, Walnut Creek, Los Angeles and Irvine).
NewFamily Law Associate Attorney (Hybrid) JobotFamily Law Associate Attorney (Hybrid)Menlo Park, CA$140,000–$190,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
NewGeneral Liability/Product Liability Associate Attorney JobotGeneral Liability/Product Liability Associate AttorneyWalnut Creek, CARemote$115,000–$195,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The firm's expertise is diverse but focused in the areas of toxic tort, complex product liability, local government, general liability, and commercial litigation.
NewFamily Law Associate (Hybrid/Remote) JobotFamily Law Associate (Hybrid/Remote)San Jose, CARemote$150,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our firm offers a well-rounded platform that combines family law and estate planning, allowing us to provide comprehensive, practical solutions tailored to both individuals and families.
NewConstruction Defect Associate Attorney JobotConstruction Defect Associate AttorneyWalnut Creek, CARemote$115,000–$195,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The firm's expertise is diverse but focused in the areas of toxic tort, complex product liability, local government, general liability, and commercial litigation.
NewFamily Law Associate (Hybrid) JobotFamily Law Associate (Hybrid)Fremont, CA$150,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team focuses on guiding individuals through some of life’s most stressful transitions, from divorce and custody disputes to long-term estate planning, with a compassionate and solution-oriented approach.
NewCommercial Litigation Associate JobotCommercial Litigation AssociateHillsborough, CA$180,000–$240,000 / yearOver the years, our attorneys have been recognized by prestigious publications and industry rankings, including the National Law Journal’s “Plaintiffs’ Hot List,” California Lawyer’s “Attorney of the Year,” The Daily Journal’s “Top 100 Lawyers in California,” CAOC’s “Consumer Attorney of the Year,” and Northern California Super Lawyers. There is opportunity to serve as both first- and second-chair on a variety of matters at different stages of litigation, including pre-filing investigation and client intake, drafting of complaints, law and motion, written discovery, taking and defending depositions, working with experts, trial preparation, bench and jury trials, and appeals.
NewAssociate Attorney (Defense) JobotAssociate Attorney (Defense)San Jose, CA$130,000–$230,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role offers a unique opportunity to grow within a nationally recognized firm, work on sophisticated matters, and build a long-term career path with partnership potential.
NewAssociate Attorney - Civil Defense JobotAssociate Attorney - Civil DefenseSan Jose, CARemote$105,000–$200,000 / yearOur practice specializes in auto liability defense, gig economy, business litigation, commercial, general liability, healthcare, employment, professional liability, restaurant & hospitality, trucking, financial services litigation, product liability, real estate litigation, retail, and insurance coverage. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewSenior Employment Law Associate JobotSenior Employment Law AssociateSan Mateo, CA$175,000–$225,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With a long-standing presence in Northern California, we offer a collaborative platform across multiple practice areas, including a highly sophisticated family law group that handles both straightforward and complex matters.
NewField Associate Pro Em National Event ServicesField AssociateRichmond, CAIt also performs all aspects of warehouse functions as needed including the receiving, storing, handling, shipping and preparing of products for customer delivery while maintaining the warehouse in a safe and orderly fashion. Prepare sites, dig trenches, set braces to support the sides of excavations, erect scaffolding, clean up rubble and debris, and remove waste materials.
Litigation Associate Attorney Strategy Law, LLPLitigation Associate AttorneySan Jose, CA$145,000–$195,000 / yearOur attorneys represent small to medium-sized businesses, individuals, growth technology companies, financial institutions, commercial real estate investors and developers, and international companies doing business in the U.S. Strategy Law Core Focus: Excellent Solutions, Trusted Relationships, Building Community . Are you a seasoned, personable Litigation Attorney with a robust background looking to gain meaningful experience, build your practice and skillset, and work in a positive, collaborative environment with a firm that continues to experience strong and sustained growth?.
NewRegistered Veterinary Technician Banfield Pet HospitalsRegistered Veterinary TechnicianSanta Clara, CA$27.52–$39.75 / hourBuild close relationships with pets and the humans who love them • Work closely with teammates and cultivate a positive, dynamic work culture • Impact the future of veterinary medicine with your own expertise and ways of practicing medicine • Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Even more good stuff: • Flexible scheduling • Ability to practice at the top of your license • Locations all over the US to choose from • Opportunities for growth and leadership roles at Banfield, Mars, and other divisions of Mars • Dedicated onboarding and development support so you can grow your career (or become a coach yourself!) • National partner conferences for networking and continuing education • Discount on Fear Free Certification • Practice-paid subscription to NAVTA, VetGirl, and Vetfolio • Associate-led equity, inclusion, and diversity groups (we have 7 of them!)
NewRegistered VT Banfield Pet HospitalsRegistered VTCampbell, CA$27.52–$39.75 / hourBuild close relationships with pets and the humans who love them • Work closely with teammates and cultivate a positive, dynamic work culture • Impact the future of veterinary medicine with your own expertise and ways of practicing medicine • Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Even more good stuff: • Flexible scheduling • Ability to practice at the top of your license • Locations all over the US to choose from • Opportunities for growth and leadership roles at Banfield, Mars, and other divisions of Mars • Dedicated onboarding and development support so you can grow your career (or become a coach yourself!) • National partner conferences for networking and continuing education • Discount on Fear Free Certification • Practice-paid subscription to NAVTA, VetGirl, and Vetfolio • Associate-led equity, inclusion, and diversity groups (we have 7 of them!)
NewLoan Officer Associate Lennar HomesLoan Officer AssociateSan Ramon, CAFull timeThis role goes beyond support—you will actively contribute to lead conversion, pipeline growth, and customer experience while learning the daily behaviors, metrics, and decision‑making of top‑performing Loan Officers. Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedInhttps://www.linkedin.com/company/lennar/> for the latest job opportunities.
Registered Client Associate UBS Group AGRegistered Client AssociatePalo Alto, CA$75,000–$85,000 / yearideally 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.
Client Associate/Registered Client Associate Royal Bank of CanadaClient Associate/Registered Client AssociateSan Francisco, CA$55,000–$90,000 / yearMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. The good-faith expected salary range for the Registered Client Associate position is $55,000 - $90,000 and the Client Associate position is $45,000 - $75,000, depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs.
Registered Client Associate Wells Fargo & CoRegistered Client AssociateSan Francisco, CA$30.77–$45.67 / hourExecute various administrative functions for the PF Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Client Associate / Senior Client Associate - Neuberger Wealth Neuberger Berman Group LLCClient Associate / Senior Client Associate - Neuberger WealthSan Francisco, CA$80,000–$100,000 / yearAn 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.
Client Associate - Commercial Real Estate- Commercial Term Lending JPMorgan Chase & CoClient Associate - Commercial Real Estate- Commercial Term LendingSan Francisco, CAAs 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.
Registered Client Service Associate - Ameriprise Financial Advisors - San Jose, CA AmeripriseRegistered Client Service Associate - Ameriprise Financial Advisors - San Jose, CASan Jose, CaliforniaAs 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. Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
J.P. Morgan Advisors - Senior Client Associate - San Francisco, CA JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - San Francisco, CASan Francisco, CAProvide 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. Job responsibilities: 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.
Private Client Team - Client Service Associate Dodge & CoxPrivate Client Team - Client Service AssociateSan Francisco, CA$130,000–$185,000 / yearPrimary 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CADublin, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CADanville, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - Santa Clara, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Santa Clara, CASanta Clara, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - Walnut Creek, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Walnut Creek, CAWalnut Creek, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateSan Francisco, CA$34,320–$90,000 / yearOur 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. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Private Wealth Management Registered Client Service Associate Morgan StanleyPrivate Wealth Management Registered Client Service AssociateMenlo Park, CA$34,320–$90,000 / yearMSOnline, eSign, eAuthorization) • Onboarding and maintaining client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team • Providing existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity at the direction of the FA/PWA/team • Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) • Assisting FAs / PWAs/ teams in delivering against their business plan and client service model • Remaining current on all policies, procedures, and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management. DUTIES and RESPONSIBILITIES: • Providing service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA/team • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) • Entering profile information or pre-filling account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team • Educating or enrolling clients in digital tools (e.g.
Private Client Associate Edgewood Partners Insurance CenterPrivate Client AssociateSan Mateo, CA$30.77–$35.90 / hourCollaborate 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.
Private Client Associate Temporary Edgewood Partners Insurance CenterPrivate Client Associate TemporarySan Ramon, CARemote$30.77–$35.90 / hourCollaborate 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.
J.P. Morgan Advisors - Senior Client Associate - Palo Alto JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Palo AltoPalo Alto, CAFull timeProvide 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.
Part Time Seasonal Client Associate - Broadway Plaza CA TravisMathewPart Time Seasonal Client Associate - Broadway Plaza CAWalnut Creek, CaliforniaInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
Client Service Associate NR Stifel Financial CorpClient Service Associate NRSan Francisco, CAUnder 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.
Wealth Management Seasonal Client Associate - Private Wealth San Francisco Market Bank of America CorpWealth Management Seasonal Client Associate - Private Wealth San Francisco MarketSan Francisco, CA$25–$30 / hourOur 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.
Client Service Associate - NR StifelClient Service Associate - NRSan Francisco, CaliforniaFull timeWhat 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Redwood City, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Redwood City, CARedwood City, CAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - San Mateo, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - San Mateo, CASan Mateo, CAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Senior Registered Client Service Associate Morgan StanleySenior Registered Client Service AssociatePalo Alto, CaliforniaOur 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. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Wealth Management Client Associate- San Francisco, CA Bank of America CorpWealth Management Client Associate- San Francisco, CASan Francisco, CA$25–$44 / hourOur 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's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES Cresset Capital Management LLCASSOCIATE, PRIVATE WEALTH CLIENT SERVICESMenlo Park, CA$75,000–$90,000 / yearRecognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. The Associate, Private Wealth Client Services plays a key role in delivering exceptional experiences for high-net-worth and ultra-high-net-worth individuals.
Client Service Associate (Teller)- Mountain View, CA California Bank & TrustClient Service Associate (Teller)- Mountain View, CAMountain View, CA$27–$33 / hourIdentifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Client Service Associate Morgan StanleyClient Service AssociateMenlo Park, CaliforniaOur 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. Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Client Service Associate, Shared Support Team Edelman Financial Engines LLCClient Service Associate, Shared Support TeamWalnut Creek, CA$60,000–$75,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Global Clients Associate Director Technology Baker & McKenzie LLPGlobal Clients Associate Director TechnologySan Francisco, CA$220,000–$250,000 / yearFirm knowledge: Develop a comprehensive understanding of the Firm's overarching strategy, key strengths (including market-leading positions and awards), leadership, and core offerings (such as high-value products, CLEs, Pro Bono initiatives, Sustainability, and DEI) to confidently engage in discussions with clients on these topics. Working closely with Client Service Directors (CSDs), broader client teams, and business services functions, the AD's priority is client development (driving demand) for the firm's high-value services, while also working to deepen client relationships and ensure operational excellence in managing client accounts.