Private Client Services Associate
BCG Attorney Search
Job Overview A law firm seeks a Private Client Services Associate in San Jose. The ideal candidate will have two to four years of estate planning experience and a strong interest in family, financial, business, and tax matters. Duties Engage in gift and estate tax planning. Administer estates and trusts. Participate in charitable planning. Assist with family succession planning. Requirements Two to four years of estate planning experience. Active California attorney bar license. Strong academic credentials. Exceptional analytical and writing abilities. Outstanding interpersonal skills. Education Juris Doctor (JD) degree. Certifications California attorney bar license. Skills Analytical and writing proficiency. Interpersonal communication. Benefits Health care plan. Retirement plan. Parental leave. Short/long term disability. #J-18808-Ljbffr BCG Attorney Search
$145k
Lathrop GPM LLP is seeking an Associate to join their Private Client Services practice in San Jose or Redwood Shores. The ideal candidate will have 2-4 years of estate planning experience and possess an active California attorney bar license. Responsibilities include guiding...SuggestedPrivate practice- ...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
- ...Our Company We're a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...and we are looking for a Client Service Associate to join our operations team! The Client...SuggestedWork at officeHome office
$34.32k - $90k
...Client Service Associate Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing...SuggestedTemporary workWork at officeLocal area$110k - $150k
...Client Service Associate Trillium is seeking a Client Service Associate for an established Wealth Management company in Los Gatos! This Direct-Hire opportunity is seeking an experienced Client Service Associate with operations experience in wealth management — ideally...SuggestedWork at officeMonday to Friday$80k - $100k
...Client Service Associate ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients with complex planning needs. The firm is intentionally...Work at officeFlexible hours$34.32k - $90k
...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. Leading...Temporary workWork at officeLocal area$67k - $92.1k
...Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a...Full timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$25 per hour
Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Mailroom Associate Job Summary The Mailroom Associate is responsible for managing incoming and outgoing mail, packages, and shipping...Full timeTemporary workPart timeWork at officeImmediate start$78.32k - $109.28k
The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing...$80k - $100k
ASL Financial, LLC is seeking an experienced Client Service Associate to join our team in Los Gatos, CA on a hybrid schedule. You will handle client requests, support Advisors with meeting prep, and manage routine account administration. The ideal candidate has 2+ years...Flexible hours$78.32k - $109.28k
...Licensed Client Service Associate The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty... ...degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Client Services Time Type...Full time- Merrill Wealth Management in San Jose, CA is seeking a client-focused specialist to support Financial Advisors by delivering exceptional service, maintaining client materials, and promoting bank offerings. You will help manage risk and align practices with internal policies...
- BCG Attorney Search in San Jose seeks a Private Client Services Associate with two to four years of estate planning experience. The ideal candidate will handle families' tax, wealth, and succession matters. You will engage in gift and estate tax planning, administer estates...
- Merrill Wealth Management in San Jose, CA seeks a client service professional to support Financial Advisors, deliver tailored service, and strengthen client relationships. The role emphasizes accuracy, timely responses, and adherence to risk and policy standards while...
$24.95 - $27.65 per hour
Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Schedule: Monday-Friday | 8:00 AM - 5:00 PM Keep... ...environment, this role is for you. As a Client Services Associate , you’ll support daily office operations through mail handling...Temporary workWork at officeMonday to Friday$80k - $100k
...individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients with complex planning needs. The... ...or public marketing. We are seeking an experienced Client Service Associate to join our team. This position will have direct client contact...Full timeWork at officeFlexible hours- Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors, prepare portfolio materials, and help build financial plans. You will manage client interactions to retain and deepen relationships and coordinate new business paperwork...Work at officeRemote work1 day per week
- Ameriprise Financial, a leading diversified financial services firm, is seeking a Registered Client Service Associate. You will support high-producing advisors by preparing financial plans, scheduling client meetings and handling client interactions to deepen relationships...Work at officeWork from home
- Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate to support high-producing advisors by preparing financial plans, conducting investment research, and managing client interactions. The role emphasizes in-person collaboration with advisors...
$25 - $44 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Service Advisor PositionThe service advisor is responsible for scheduling service work... ...extraordinary automotive experience to all of our clients. We set each member up for success by... ...functions.Education & Experience:Associate's degree or equivalent from two-year college...Local area
- ...Benefits: Health insurance Opportunity for advancement Paid time off Training & development Competitive salary Automotive Service Advisor | Leadership & Management Track South Bay, CA | Full-Time Ready for More Than Just the Service Counter? Halcyon Horizon is a locally...Hourly payFull time
$22.4 - $37.2 per hour
...What to Expect Tesla is seeking a Service Advisor dedicated to advancing one of the most innovative vehicle brands globally. This role demands a substantial degree of engagement with both customers and internal teams. The ideal candidate will excel in delivering exceptional...Hourly payFull timeTemporary workFlexible hours$20 - $25 per hour
...technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best. Opensity Solutions is currently seeking a Service Specialist to join our team in San Jose, CA. A Service Specialist is part of a team that...Hourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible hoursShift work- ...CDJR of Santa Barbara is seeking an experienced Service Advisor to serve as the main contact between customers and the Service Department... ...maintenance and repair options, prepare estimates, and keep clients informed throughout the service process. The ideal candidate is...
- If you’re a mechanically-minded car enthusiast with stellar customer service skills, this job is for you! Our dealership seeks an automotive service advisor who loves greeting customers, assessing customer needs and scheduling appointments for our capable service technicians...
- A local automotive service provider is seeking a Service Advisor to ensure prompt service, assist customers, and manage service orders in San Jose. The ideal candidate will have excellent communication skills, a friendly demeanor, and a valid driver’s license. This full...Full timeLocal area
$22 - $26 per hour
...Service Advisor/Customer Service ProfessionalBIG O TIRES has immediate opportunities for experienced service advisors and customer service professionals and are interviewing proven team member candidates today for our service centers. If you have proven auto repair advisor...Hourly payImmediate start- ...BIG O TIRES has immediate opportunities for experienced service advisors and customer service professionals and are interviewing proven TEAM MEMBER candidates today for our Service Centers. If you have proven Auto Repair Advisor/Tire sales experience, and if you strive...Immediate start
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