Client Service Associate - $4B+ AUM!
Robert Half
Jennifer Fukumae with Robert Half Financial Services is partnering with an established East Bay RIA managing $4B+ in AUM to hire a Client Service Associate! You will be supporting Wealth Advisors by servicing clients and providing operational and administrative support.ResponsibilitiesProvide day-to-day administrative and operational support to Wealth Advisors.Coordinate new client onboarding and account openings/closures.Prepare custodian and firm documentation for client signatures.Process RMDs, QCDs, ACAT transfers, and client money movements.Maintain accurate client records and organized documentation.Respond to client inquiries via phone and email.Generate performance and ad hoc reports.Support quarterly reporting and portfolio review preparation.Schedule client meetings and manage assigned tasks.
Vacancy posted 2 hours ago
Similar jobs that could be interesting for youBased on the Client Service Associate - $4B+ AUM! in Walnut Creek, CA vacancy
- ...hire recruiter specializing in Financial Services, partnering with firms and professionals... ...email to start a conversation.A growing, client-focused wealth advisory practice in the Bay Area is seeking a Client Service Associate to join its team. The Client Service Associate...Suggested
Robert Half
Walnut Creek, CA2 hours ago $75k - $85k
...aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments... ...you to explore a career with us. As a member on the Client Services team, you’ll play a pivotal role by partnering with the...SuggestedEdelman Financial Engines
Walnut Creek, CA16 hours ago- Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support to Financial Advisors and Private Wealth Advisors. You will handle account questions, assist with money movements, onboarding, and digital tool adoption while...Suggested
$35.15k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedTemporary workWork at officeLocal areaWork visa- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...Suggested
TradeJobsWorkforce
Berkeley, CA2 days ago - Morgan Stanley in Walnut Creek seeks a Registered Client Service Associate to provide exceptional client service, support Financial Advisors, and build trusted relationships. You will handle routine client inquiries, process transactions, and assist with account documentation...Work at office
- ...The Client Service Associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients...Full timeInternship
$80k
Position Overview Exciting opportunity for a client services professional to join a rapidly growing fund administration firm! The Client Associate Senior Associate role plays a key role in helping to onboard new clients to Standish’s fund accounting group. The Client Associate...Work experience placementWork at officeFlexible hours- ...Benefits Service Associate Under direct supervision of the Client Service Executive, provide administrative and project support to client service teams. This position will work with a variety of associates within a Practice Group, and at other times will work independently...Work at office
$35.6k - $66.2k
BSAThe applicable base salary range for this role is $35,600 to $66,200.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined...Minimum wageGuy Carpenter
Walnut Creek, CA1 day ago- Standish Management, LLC is seeking a Client Associate Senior Associate to help onboard new clients to Standish’s fund accounting group. You will review or compile investor CRM information and prepare capital calls for new clients, reporting to Fund Controllers and Managers...Flexible hours
- JPMorganChase is seeking an Associate Banker to deliver hospitable, client‑centered service in our Pleasant Hill branch. You will greet clients, open accounts, and guide customers through Chase Mobile App and digital banking options while adhering to banking regulations...
- Macy's is seeking an At Your Service Center Colleague to deliver a seamless, personalized shopping experience at our Walnut Creek store. You will support BOPS, returns, and order pickups while maintaining an inviting space and strong customer relationships. Ideal candidates...Flexible hours
$34.6 - $35.58 per hour
...estate, and other financial considerations to help clients evaluate decisions in the context of their... ...AllworthFinancial.com. SUMMARY: Our Service Team consistently strives for service excellence. Service Associates work with our Service team and provide support...Hourly payFull timeContract workPart timeInternshipWork at officeFlexible hours$70k - $74k
...term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Summary: Our Service Team consistently strives for service excellence. The Service Associate – Client Support is responsible for providing...Full timeTemporary workWork at office$21 - $24 per hour
...Funeral Arranger At Carriage Services, we are united by our purpose of creating premier... ...smoothly and that the expectations of our client families and their guests are exceeded.... ...Requirements and Work Environment The duties associated with this position are generally...Hourly payFull timeWork at officeCarriage Services
Concord, CA2 days ago- ...Nutter McClennen & Fish is seeking a mid to senior-level associate to join our growing Private Client Group in Orinda, California. The group advises... ...preparing estate and gift tax returns. Excellent client service, writing and analytical skills. Demonstrated ability to...
Nutter McClennen & Fish
Orinda, CA1 day ago - ...Overview DecisionPoint seeks a Associate Desk Top Support Service Specialist to provide onsite IT support for SDDC users under the GITSS program. This position provides associate-level desktop, endpoint, peripheral, and customer support at an assigned SDDC...Contract workFor contractorsWork at officeLocal area
- Accenture is a global professional services company with leading capabilities in digital,... ...and human ingenuity every day, serving clients in more than 120 countries. We embrace the... ...(minimum 12 years) work experience. (If Associate’s Degree, must have minimum 6 years work...Work experience placementLive inWork at officeLocal areaShift work
Accenture
Walnut Creek, CA2 days ago $23 - $25 per hour
...Assistant Manager of Sales and Service We hope you're interested in building a home... ...while serving as a role model for sales associates in sales generation and service by prioritizing... ...Ensure timely resolution of client service issues including delivery/pick-up...Hourly payFull timePart timeWork experience placementH1bLocal areaHome officeRelocation packageFlexible hoursShift workWeekend work$16.9 per hour
...insurance Experienced Automotive Service Advisor!!! Future CDJR of Concord... ...Service Technicians and customers. Our associates are our most valuable resource, and growth... ...service database system. Provide the client with an accurate estimate of repair or maintenance...Hourly payTemporary workLocal areaFuture CDJR of Concord
Concord, CA23 days ago- ...At Your Service Center Colleague Macy's is more than just a store. We're a story. One that's captured the hearts and minds of America for more than 160 years. A story about innovations and traditionsabout inspiring stores and irresistible productsabout the excitement...Full timePart timeSeasonal workAll shiftsFlexible hoursShift workNight shiftAfternoon shift
$91.7k - $163.7k
...help us deliver results that improve lives? Join us to start Caring. Connecting. Growing together.The Field Service Manager is single point of contact for all client specific Desktop Services' discovery, transition, and enhancement requirements. Will act as a Field...Minimum wageFull timeWork experience placementLocal areaRemote workUnitedHealth Group
Walnut Creek, CA2 days ago- Overview Coleman Information Technology Group, Inc. is looking for a new Client Service/Technical Assistant team member with competent to proficient IT skills to join our team. This is a unique opportunity for the right person to strengthen his or her IT, and client support...Full timeWork at office
- Catalight seeks a Client Services Representative to be the first contact for families, handling intake, calls, and emails. You will provide service information, authorizations, and billing guidance while documenting everything in the EHR. This 100% remote role operates...Remote jobMonday to Friday
- Nordstrom Rack in Pleasant Hill, CA is hiring team members for Sales, Customer Service, Stock and Fulfillment roles. You’ll help customers, operate a POS across platforms, and keep the floor clean and organized. This fast-paced role values teamwork, a flexible schedule,...Seasonal workFlexible hours
$61.2k - $125.5k
...FUNCTION: The Treasury Management (TM) Client Care Advisor role operates as a portfolio... ...and primary point of contact for all TM services. This client service professional possesses... .... Manages bank and client risk associated with High Risk Transactions (Wires, Overdrafts...Work experience placementWork at office- ...Customer Service Representative The Customer Service Representative (CSR) is an essential member of the veterinary hospital team and serves as the primary point of contact for clients and their pets. The CSR is responsible for creating a welcoming, compassionate, and...Weekend work
$45k - $75k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset of...Full timeFlexible hours- H&R Block in Walnut Creek is seeking a seasonal Client Service Professional/Receptionist to warmly greet clients, manage check-in, schedule appointments, and support daily tax-office operations in person during the tax season. The role emphasizes client service, attention...Seasonal workWork at officeWeekend workAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate - $4B+ AUM!. Be the first to apply!
Related searches
- community services specialist Walnut Creek, CA
- honda service advisor Walnut Creek, CA
- part time service advisor Walnut Creek, CA
- court services officer Walnut Creek, CA
- guest services associate Walnut Creek, CA
- human services specialist Walnut Creek, CA
- environmental service worker Walnut Creek, CA
- professional services specialist Walnut Creek, CA
- toyota service advisor Walnut Creek, CA
- express service advisor Walnut Creek, CA