Senior Client Relationship Analyst - Wealth Management
711 MS Smith Barney, LLC
711 MS Smith Barney, LLC is seeking a Senior Client Relationship Analyst to provide exceptional service to clients while supporting the Polk Wealth Management team. The role involves evaluating investment opportunities and maintaining databases to streamline decision-making processes. The successful candidate will have over 5 years of relevant experience and a Bachelor’s degree. Strong interpersonal skills and a collaborative mindset are essential for this position, which is integral to supporting client relationships and enhancing investment processes. #J-18808-Ljbffr
- ...Position Summary The Senior Client Relationship Analyst provides exceptional service to the client while supporting the Polk Wealth Management team. Through regular interactions with the client, the individual in this role builds a trusted relationship. Leading with a...SeniorWork experience placementLocal area
$88.4k - $132.6k
A leading financial services firm in Santa Clara seeks a seasoned professional for Wealth Relationship Management. Responsibilities include deepening client relationships, offering tailored financial solutions, and adhering to regulatory compliance. Candidates should have...Senior- ...Cerity Partners is seeking a Principal Wealth Advisor to manage client relationships and deliver personalized wealth planning strategies. This role emphasizes client retention and collaboration with internal departments to provide robust support for clients' financial...SeniorFlexible hours
$100k - $150k
Morgan Stanley in Palo Alto is seeking a Senior Client Relationship Analyst to provide exceptional service while supporting the Polk Wealth Management team. You will evaluate investment managers and co‑investment opportunities, participate in the investment process, and...Senior$88.4k - $132.6k
Citigroup Inc. seeks a Wealth Relationship Management Senior Analyst in Mountain View, California. This role requires strong analytical abilities and experience in relationship management with affluent clients. Responsibilities include deepening client relationships, providing...Senior$88.4k - $132.6k
Citi is looking for a Wealth Relationship Management Sr. Analyst in Mountain View, California. This seasoned professional will deepen relationships with affluent clients and provide tailored financial solutions based on their complex needs. With 5-8 years of experience,...Senior- ...global financial institution is seeking a seasoned professional for Wealth Relationship Management in Mountain View, California. The role involves building and deepening relationships with affluent clients, providing tailored financial solutions, and ensuring compliance...SeniorFull time
$68k - $120k
...A leading financial services firm in Palo Alto is seeking a Wealth Management Analyst to enhance the client service experience and support advisors. The ideal candidate will have a strong background in financial products and at least 2 years of experience. Responsibilities...$76k - $125.3k
...Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides... ...Your key responsibilities A senior analyst in FSO EDGE WAM will be... ...and consulting work for clients. The objective is to work... ...new and existing client relationships Provide compliance and consulting...SeniorSummer holidayWork at officeLocal areaFlexible hours- ...Cerity Partners in Los Altos, California is seeking a Principal Wealth Advisor to ensure high client retention and develop personalized wealth planning strategies. This role is pivotal for onboarding new clients and leading meetings while collaborating across departments...Senior
$88.4k - $132.6k
...Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Santa Clara, California, to deepen client relationships and deliver tailored financial solutions. In this full-time role, you will utilize your analytical and communication skills while adhering to...SeniorFull time$76k - $125.3k
...by side with a range of clients from our most venerable institutions... ...and Capital Markets, Wealth and Asset Management and Insurance. Our... ...key responsibilities A senior analyst in FSO EDGE WAM will be... ...new and existing client relationships Provide compliance and...SeniorSummer holidayWork at officeLocal areaFlexible hours$76k - $125.3k
...Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides... ...Your key responsibilities A senior analyst in FSO EDGE WAM will be... ...and consulting work for clients. The objective is to work... ...new and existing client relationships Provide compliance and consulting...SeniorSummer holidayWork at officeLocal areaFlexible hours- ...Charles Schwab Corporation is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. You will be responsible for developing client relationships based on trust and delivering an outstanding investor experience. Required qualifications...Senior
$88.4k - $132.6k
...Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Mountain View to enhance relationships with affluent clients through tailored financial solutions. The ideal candidate will leverage strong analytical and interpersonal skills to identify client needs...SeniorFull time- 711 MS Smith Barney, LLC is seeking a Group Director - Client Service to provide exceptional service to our clients and support Financial Advisors. This role encompasses defining clear responsibilities, overseeing daily operations, and shaping the vision of client service...Senior
- ...Job Title Relationship Analyst/Senior Relationship Analyst Job Description At Rabobank, our commitment to our employees and clients is at the heart of everything we do. As the world... ...relationship support to Account Managers (Rural and Branch Managers) to enable...SeniorPermanent employmentFlexible hours
- JPMorgan Chase & Co. in Palo Alto is seeking a Senior Private Client Banker to manage and deepen relationships with affluent clients. This role requires a proactive approach to service delivery and client acquisition, utilizing excellent communication skills to ensure client...SeniorWeekend workAfternoon shift
$80.6k - $190.1k
...Senior EVM Analyst The EVM Analyst will provide comprehensive Earned Value Management support to the HelioSwarm Project under the NASA Consolidated Program... ...develop innovative solutions and build relationships with teammates and clients while accessing global capabilities...SeniorContract workFor contractorsWork at office$97k - $120k
...advisory and technology for our clients. We are committed to... ...brighter way forward.Our Senior Research Analyst will support the Silicon Valley... ...to JLL’s internal data management system and adopt or... ...submarket.* Develop strong relationships with internal and external...SeniorWork at officeLocal area$56k - $132k
...most significant risk, workforce, wealth management and retirement challenges through... ...Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives...Senior$34.32k - $90k
...Description Registered Client Service Associates provide exceptional... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...in this role build trusted relationships. Leading with a client first... ...duties directed by local management ADMINISTRATIVE SUPPORT...SeniorFull timeTemporary workWork at officeLocal area$100k - $110k
...difference for every client, organization, and community... ..., building long-term relationships, serving society, and... ...exposures. The Analyst position is an opportunity... ...relationship managers (RMs) with business development... ...content. Support senior leadership on...Work at officeLocal areaRemote work$68k - $120k
...POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private...Temporary workWork experience placementLocal area$56k - $132k
...most significant risk, workforce, wealth management and retirement challenges through... ..., please visit: Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives...Senior$140k - $235k
...Stryker Corporation is seeking a seasoned financial professional to join their team in Palo Alto, CA. This role involves managing complex client relationships, analyzing financial conditions, and delivering tailored financial solutions. A successful candidate will have at...Senior- ...Client Associate Unlock your potential as a Client Associate at J.P. Morgan Advisors... ...the heart of delivering exceptional wealth management services to ultra-high net worth... ...personalized solutions and building lasting relationships. With a commitment to career growth...SeniorLocal area
- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be... ...the heart of delivering exceptional wealth management services to ultra-high net worth clients... ...solutions and building lasting relationships. With a commitment to career growth and...SeniorLocal area
$98k - $148k
...This role involves sourcing and retaining customer relationships while leading as a subject matter expert in Deposit, Credit, and Cash Management products. Responsibilities include managing a portfolio of high-valued clients and ensuring a world-class customer experience....Senior$85k - $110k
Cathay Bank is seeking a Branch Manager in Cupertino, CA to oversee branch operations and drive business growth. This role includes managing staff, developing banking relationships, and ensuring compliance. Candidates should have 3-5 years of banking experience and leadership...SeniorBank staff
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