Senior Client Associate - Private Wealth Operations
$80k - $100kCFA Institute
CFA Institute in San Francisco seeks a Client Associate/Senior Client Associate to enhance client experiences and provide operational support. The candidate should have 2+ years in client services and relevant licenses, along with exceptional communication skills. This role involves managing client relationships and performing account maintenance tasks to ensure client satisfaction. A comprehensive compensation package, including a salary range of $80,000-$100,000, is provided. #J-18808-Ljbffr CFA Institute
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Client Associate - Private Wealth Operations in San Francisco, CA vacancy
$80k - $100k
Position Overview NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing... ...unique in the industry. The Client Associate / Senior Client Associate will deliver comprehensive operational support and serve as a trusted...OperationsSeniorPrivateWork at officeLocal areaShift work$80k - $100k
LGBT Great is looking for a Client Associate in San Francisco. This role involves providing operational support and ensuring a high-quality client experience. Candidates should have 2+ years in client service within financial services, an undergraduate degree, and relevant...OperationsSeniorPrivateWork at office$70k - $200k
...and counsel related to the technology or operations of the business. Work impacts an entire... ...investment services to an Ultra high Net Worth client base in the United States. Manage... ...develop financial strategies with the Private Bankers. Conduct sophisticated...OperationsSeniorPrivateFull timeCitigroup Inc
San Francisco, CA3 hours ago- Citizens Bank is seeking a Private Wealth Non-Registered Client Associate in San Francisco, California. This role involves supporting wealth managers by addressing client inquiries and maintaining high standards of client service. Ideal candidates possess strong communication...PrivateWork at office
$32 - $44.71 per hour
Description As a Private Wealth Non-Registered Client Associate, you will play a pivotal role as a trusted resource for our clients and wealth managers... ...wealth managers, utilizing your administrative and operational skills to facilitate business growth while ensuring...PrivateHourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible hours$32 - $44.71 per hour
As a Private Wealth Non-Registered Client Associate, you will play a pivotal role as a trusted resource for our clients and wealth managers. Your primary... ...wealth managers, utilizing your administrative and operational skills to facilitate business growth while ensuring...PrivateHourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible hours$34.32k - $90k
Job Description 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... ...the global communities in which we operate, bringing a variety of backgrounds,...PrivateTemporary workWork at officeLocal area$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...PrivateTemporary workWork at officeLocal area- ...this listing. Client Service Associate| Multi Family Office... ...tailored solutions across wealth strategy, portfolio... ..., and family office operations, with a high-touch, relationship... ...Support senior team members on client... ...Manage investment ops: private investments,...OperationsPrivateWork at officeRemote workFlexible hours
Robert Half
San Francisco, CA22 days ago - ...email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who...OperationsSeniorWork at office
Robert Half
San Francisco, CA1 day ago $65k - $90k
...Trust is the oldest privately owned multi-family office... ...exceptional client service and highly customized... ...removed from the wealth creators. Our... ...The Client Advisory Associate supports Senior Client Advisors with... ...* Direct the Trust Operations Department regarding...OperationsPrivateFull timeWork at officeLocal area- A leading financial services company in San Francisco is seeking an experienced Private Banker to provide exceptional wealth management services to clients. In this role, you will manage client relationships, advise on investment and financial strategies, and play a key...SeniorPrivate
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$175k - $200k
A wealth management firm is seeking an experienced Senior Client Development, Private Wealth to drive business growth in San Francisco. The ideal candidate should have over 8 years of experience in sales within the wealth management sector, demonstrate excellent communication...SeniorPrivateFlexible hours- Citizens is seeking a First Line Risk Senior Manager to oversee Private Wealth Management's risk management processes. In this role, you will identify, manage, and mitigate risks, ensuring compliance with regulatory standards and internal governance. The ideal candidate...SeniorPrivateFlexible hours
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...diverse team helping high-profile clients understand, analyze, and... ...aspects of multinational global private equity real estate... ...Additional Responsibilities for Senior Manager: Manage risk and financial... ..., and safeguard business operations and company reputation. Pursuant...OperationsSeniorPrivateFull timeLocal areaKPMG
San Francisco, CA7 days ago$70k - $120k
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$115k - $160k
...Russell Tobin & Associates is currently recruiting... ...to join our client, a multi-family office... ...Support senior Relationship Managers... ...independently manage operations for smaller clients... ...outside advisors on wealth transfer, asset protection... ...Capital and Private Equity Principals...OperationsPrivateFull timeWork at officeRussell Tobin
San Francisco, CA22 hours ago$175k - $200k
Description Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Senior Client Development, Private Wealth. The Senior Client Development, Private Wealth will be responsible for developing business for our private wealth...SeniorPrivateLocal areaFlexible hours- ...relevant experience in public accounting, private and public companies, with progressive... ...the job involves We’re looking for a Senior Director of Tax, Treasury & Compliance reporting... ...to optimize the company's business operations internationally SOX Compliance:...OperationsSeniorPrivateWorldwide
Fivetran
San Francisco, CA1 day ago - Client Success Senior Associate - Life Sciences Be the hub of communication and help build deep and lasting relationships with our most complex... ...invoice and billing issues Coordinate with the Banker and operational partners, such as Client Data Management Team, and KYC,...OperationsSeniorWork experience placementWork at office
- ...seasoned professional to lead the management of high net worth clients within the Family Office group. The role involves overseeing all... ...insights. Candidates should bring extensive experience in wealth management and team leadership, with proficiency in Sage Intacct...OperationsSeniorWork at office
$76k - $125.3k
...’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice... ...facets of hedge fund, private equity fund and mutual fund taxation... .... Your key responsibilities A senior analyst in FSO EDGE WAM will... ...and consulting work for clients. The objective is to work alongside...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hoursErnst & Young Oman
San Francisco, CA21 hours ago- ...We are seeking a Wealth Management Analyst to provide exceptional... ...support to Financial Advisors and Private Wealth Advisors in a fast-... .... As a key member of the client service team, this individual... ...relationship management. Provide operational and administrative support...OperationsPrivateWork at office
Russell Tobin
San Francisco, CA1 day ago
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