Displaying 1-10 of 1000 results
Private Client Associate Advisory Operations
Wall Street Personnel - California
Accounting / Finance
Job Description Provide administrative support for assigned Investment Counselors (ICs), Portfolio Managers (PMs) and clients Assist assigned PMs with meeting scheduling and preparation Communicate effectively with clients Prepare correspondence as needed Prepare presentation materials Assist with setup for in office client/prospect meetings Backup client service team members as directed by Client Service Manager Client service processes: Comply with existing compliance procedures, custodial requirements Maintain APX (Client investment accounting and reporting system) … (see more)
PCA - Junior Investment Client Associate
Wall Street Personnel - California
Accounting / Finance
Job Description Investment firm in Century City  is seeking an exceptional individual to join our Wealth Advisory Group as a Junior Investment Advisor Associate. The successful candidate will work as part of a growth-focused advisory team to provide a professional and exceptional level of client service to affluent investors. Company pays for parking and provides daily catered lunches. Responsibilities: ·        The successful candidate will develop the skills necessary to perform as an Investment Advisor Associate, including the … (see more)
International Wealth Manager - Client Associate
Robert Half Finance & Accounting - San Francisco, California
Accounting / Finance
Ref ID: 00412-9501264746Classification: Relationship ManagerCompensation: $75,000.00 to $95,000.00 per yearFor immediate consideration, please email your resume to [Click Here to Email Your Resume]. This firm is a prominent employee-owned investment manager with offices around the globe. The firm manages equities, fixed income, private equity and hedge fund portfolios for institutions and advisors worldwide. They're known for excellent tenure, stability and a long-term focus. The hiring Advisor (see more)
Client Associate
Robert Half Finance & Accounting - California
Accounting / Finance
Ref ID: 00412-9501251594Classification: Relationship ManagerCompensation: DOEFor consideration, please submit your resume to: [Click Here to Email Your Resume] A rapidly growing RIA in Marin County is looking to add a Client Implementation Analyst to their team. This is an excellent opportunity for someone to gain industry experience with a firm that has a truly unique investment model and manages over $20 billion in assets. The Client Implementation Analyst will gain exposure to the firm's prop (see more)
Seasonal Client Associate
Bank of America - California
Banking / Mortgage
Job Description:Business OverviewMerrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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.Merrill Lynch s financial advisors help clie (see more)

Seasonal Client Associate
Bank of America - San Diego, California
Administrative / Clerical
Job Description:Business OverviewMerrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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.Merrill Lynch s financial advisors help clie (see more)
Seasonal Client Associate
Bank of America - San Francisco, California
Banking / Mortgage
Job Description:Business OverviewMerrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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.Merrill Lynch s financial advisors help clie (see more)
Seasonal Client Associate
Bank of America - San Francisco, California
Banking / Mortgage
Job Description:Business OverviewMerrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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.Merrill Lynch s financial advisors help clie (see more)
Client Care Associate - Law Firm
RA & Associates, APC - California
Sales / Sales Management
Job Description RA & Associates is seeking a motivated Customer Care Associate to join our intake staff within our Real Estate and Personal Injury Divisions. Candidate will answer a high volume of incoming phone calls from prospective clients regarding personal injury claims and foreclosure defense cases. Candidate MUST understand and speak Spanish fluently. Only bilingual candidates will be considered. Responsibilities: Answering potential client calls Record Keeping/Logging Case management Document Retention Punctuality and reliability with attendance Successful … (see more)
Customer Service & Client Relations Associate - Rapid Advanc
Instep Management Group, Inc. - San Bernardino/Palm Springs, California
Customer Service
Job Description INSTEP has an exciting opportunity available for a personable and upbeat candidate looking to boost their experience in customer service & client relations as an associate or start their entry level career in the marketing & sales fields! This immediate full time opening for a Customer Service & Client Relations Associate , being made available by our client (a trendy and progressive local marketing boutique focused on customer acquisition & customer support) is the perfect opportunity for an individual who possesses a big-picture mentality and is able … (see more)
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