UHNW Private Wealth: Client Services & Ops Lead
$80k - $95kAlphaCore Wealth Advisory
AlphaCore Wealth Advisory in San Diego is seeking a Client Services & Operations Specialist to provide excellent service for ultra-high-net-worth clients. You will be responsible for onboarding clients, monitoring accounts, and ensuring superior service delivery. Candidates should possess a Bachelor's degree and have at least 3 years of financial services experience. The position offers a competitive salary range of $80,000 to $95,000 annually along with various benefits, including health insurance and paid time off. #J-18808-Ljbffr AlphaCore Wealth Advisory
$72k - $77k
## Private Wealth AssociateApplylocations: San Diego, Californiatime type: Full timeposted on... ...high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people... ...Bernstein Private Wealth Associates are client service professionals who exhibit drive,...Private clientFlexible hours$80k - $95k
AlphaCore Wealth Advisory is seeking a Client Service & Operations Specialist in San Diego, CA. This full-time role involves ensuring exceptional service, managing client onboarding, and monitoring account activities. Candidates should have a Bachelor’s Degree and at least...SuggestedFull time- A leading wealth management firm in San Diego seeks a Private Wealth Associate to deliver high-level service to clients. The role requires 3+ years in financial services, client interaction skills, and a BA/BS degree preferred. Responsibilities include managing client accounts...Private client
$132k - $190.1k
Andersen is seeking a Manager in our Private Client Services practice in San Diego, CA. The Manager will oversee multiple engagement teams, ensuring high-quality service for sophisticated clients. Responsibilities include managing client communications, conducting tax return...Private clientPrivate practice$60k - $70k
AppleOne Employment Services seeks a Bilingual Client Servicing Representative in Downtown San Diego. This full-time position offers a competitive salary of $60,000-$70,000 along with performance-based incentives. The candidate must have experience from Merrill Lynch, UBS...SuggestedFull time- JPMorgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. You will support... ...to high-net-worth individuals, by delivering personalized services and referrals that enhance client relationships. The ideal...Private client
- ...Private Wealth Associate Harrison Gray Search has been retained by one of the world's premier... ...Wealth Associate for their elite client service team. This isn't a "back-office" support... ...Growth: A clear 3-year roadmap leading to roles in Leadership, Wealth Strategy...
- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...delivering extraordinary customer service while maintaining a strong... ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
- A wealth management advisory firm in San Diego seeks a Training Specialist to develop and deliver training programs aimed at enhancing... ...of wealth management, especially for ultra-high-net-worth clients. Candidates must have experience in curriculum development, clear...
$150k - $175k
A financial services firm in San Diego is seeking a Wealth Advisor to engage with ultra high-net-worth clients, focusing on building lasting relationships and a personal book of business. Candidates should have five years of experience in Wealth Management or Financial...Flexible hours- ...their team. The ideal candidate has over 5 years of wealth management experience focusing on ultra-high-net-worth clients and is skilled in instructional design and... ...performance assessments to ensure excellence in client service. Join us in fostering a collaborative and high-...
$80k - $95k
Position Client Services & Operations Specialist - Private Wealth The Company AlphaCore is a fast-growing, innovative wealth advisory firm. We build customized financial solutions for individuals and families. We deliver our recommendations in a customized format based...Full timeWork at officeRelocationMonday to FridayFlexible hours$156k - $200k
...Tax Senior Manager, Private Client Services The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting... ...related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned...Private clientWork at office$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client Services (PCS) is a growing practice within... ...trust income tax A thorough understanding of estate and wealth planning Experience researching tax issues to develop effective...Private clientHourly paySeasonal workRemote workFlexible hours- ...enthusiasm for helping our clients, taking care of our... ...delivering extraordinary customer service while maintaining a... ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will... ...states. About Us Chase is a leading financial services firm,...Private client
$90k - $143k
...Tax Senior Associate or Supervisor - Private Client Services Weaver is a full-service national accounting... ...growth, but also in their ability to lead balanced, integrated lives. At the... ...clients manage and preserve their personal wealth. Our scope of services includes, but is...Private clientWork at officeFlexible hours$32k - $50k
...significant risk, workforce, wealth management and retirement challenges... ...Summary: The Personal Risk Service Center Account Coordinator... ...administrative and servicing support for client accounts. In this role, the... ...Managers and, as needed, Private Client Account Executives to...Private clientRemote jobFull timeWork from homeShift work- A leading financial institution is seeking a Private Client Advisor in San Diego. In this role, you will provide comprehensive financial planning and advice to clients, ensuring an exceptional investor experience. Responsibilities include building client relationships and...Private client
- ...institution in California is searching for an experienced Private Banker to develop and manage relationships with high-net-worth clients. The ideal candidate will have over 10 years of experience in financial services, a strong understanding of banking and asset management...
- ...Associate Vice President and Wealth Advisor About the... ...Management Type Privately Held About the Role... ...a sophisticated, client-first advisory platform... ...clear path to future lead advisory roles. Applicants... ...with exposure to HNW/UHNW client service or financial planning....
$112k - $150k
A leading financial services firm in San Diego is seeking a Tax Manager for its Private Client Services. The role involves managing tax engagements for high-net-worth individuals and requires excellent leadership and communication skills. Candidates should have a background...Private client$76k - $125.3k
...contact for a wide range of clients and colleagues. This is an opportunity... ...teaming focusing on service delivery for our clients. In... ...experience in handling hedge fund and Private equity K-1s Researching tax... ...understanding of estate and wealth planning Experience with...Private clientWork experience placementSummer holidayLocal areaFlexible hours$175k - $210k
...presence among professional services organizations. You'll... ...with extraordinary clients spanning every industry... ...Senior Managers in our Private Client Services (PCS) practice... ...changes, and lead change effectively;... ...about legislative changes, wealth transfer techniques, charitable...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- A leading accounting firm in San Diego is seeking a Tax Manager for their Private Client Services. This role involves managing tax compliance and consulting engagements, supervising associates, and providing tailored services to high net-worth clients. Candidates should...Private client
- BDO USA is seeking a Tax-Experienced Manager for their Private Client Services in San Diego, California. This role demands strong communication and leadership skills, alongside a Bachelor's degree in a relevant field. Responsibilities include managing tax and consulting...Private client
- EisnerAmper in San Diego is seeking a Tax Partner for the Private Client Services practice. This role emphasizes delivering integrated tax advisory... ...of progressive tax experience. Responsibilities include leading complex engagements, advising clients, and mentoring...Private clientPrivate practice
$90 - $120 per hour
Ernst & Young Oman is looking for a Seasonal Tax Manager within their Private Client Services team. The role involves tasks such as reviewing complex individual tax returns and income tax planning for high-net-worth clients. Candidates should possess a valid US CPA license...Private clientRemote jobHourly paySeasonal work- ...you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client...Private clientTemporary workPrivate practiceWork at office
$56k - $132k
...their most significant risk, workforce, wealth management and retirement challenges through... ...Senior Account Executive interacts with clients on a day-to-day basis while developing... ...requires the employee to take on the role of lead consultant and primary point of contact...Private client$75k - $95k
..."back office" work so our clients can stay focused on their... ...family accounting and bill pay services to ultra-high net worth (UHNW) families and family... ...they become escalations. Lead and develop a team of ~2-3... ...Partner with other leaders (Ops, Product/Engineering,...Work at officeShift work
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