Client Service Manager at San Jose Thriving RIA
2 days ago
Client Services Associate Join a thriving wealth management firm known for its rapid growth, exceptional service, and innovative technology. The firm offers great career development opportunities, competitive compensation, and a supportive, team-oriented environment. Responsibilities: Providing excellent service to clients. Helping out in client meetings. Keeping up-to-date with client documentation. Adhering to regulatory rules. Processing client transactions accurately and punctually. Assisting in web calls and international banking support. Requirements: 3+ years experience in wealth management (no exceptions). A history of job stability. Willingness to work on-site in San Jose. Excellent communication and problem-solving skills. Familiarity with tools like Fidelity, Schwab, Salesforce, and Microsoft Office suite. Interested or even just curious? Reach out to Michelle Espejo for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what's out there. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. San Jose Staffing
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Client Service Manager at San Jose Thriving RIA
2 weeks ago
San Jose, United States San Jose Staffing Full timeClient Services AssociateJoin a thriving wealth management firm known for its rapid growth, exceptional service, and innovative technology. The firm offers great career development opportunities, competitive compensation, and a supportive, team-oriented environment.Responsibilities:Providing excellent service to clients.Helping out in client meetings.Keeping...
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San Jose, CA, United States San Jose Staffing Full timeClient Service Advisor Opportunity Are you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This is your chance to be part of a company that values work-life balance, delivers outstanding...
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Client Service Associate at Thriving RIA
9 hours ago
San Jose, United States Robert Half Full timeReach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Services Associate | Wealth Management Firm | San Jose Join a thriving wealth management firm known for its rapid growth, exceptional service, and innovative technology. The firm offers great career development opportunities, competitive compensation, and a...
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Client Service Assoicate | RIA Firm | San Jose
2 weeks ago
San Jose, United States San Jose Staffing Full timeClient Service Advisor OpportunityAre you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This is your chance to be part of a company that values work-life balance, delivers outstanding...
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Client Service Assoicate | RIA Firm | San Jose
4 weeks ago
San Jose, CA, United States Robert Half Full timeAre you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We’re seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This is your chance to be part of a company that values work-life balance, delivers outstanding investment returns, and offers...
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General Manager
3 weeks ago
San Jose, CA, United States Aloft San Jose Cupertino Full timeShashi Group, LLC is a hotel ownership, development, and management company with active properties in the San Francisco Bay Area and plans to further expand its geographic reach. With 5 distinctive properties, both branded and boutique, Shashi is well situated in the Silicon Valley market. At Shashi Group, were culture-focused. We believe in empowering each...
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Client Service Assoicate | RIA Firm | San Jose
4 weeks ago
San Jose, United States Robert Half Full timeAre you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We’re seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This is your chance to be part of a company that values work-life balance, delivers outstanding investment returns, and offers...
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Director of Operations
4 weeks ago
San Jose, United States San Jose Staffing Full timeDirector Of Operations At San Jose State UniversityAt over 300 colleges and universities around the country, Chartwells Higher Education is re-inventing the on-campus dining experience. We are challenging the norm and setting new standards by investing in high-tech, food-infused social spaces that bring people together to promote meaningful relationships and...
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Relationship Banker
2 days ago
San Jose, CA, United States San Jose Staffing Full timeChase Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our...
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Hotel General Manager Growth
6 days ago
San Jose, CA, United States Sheraton San Jose Full timeA leading hotel in San Jose is seeking an experienced General Manager to oversee operations and profitability. As the General Manager, you will ensure revenue generation, manage costs, and maintain guest satisfaction while developing employees. Applicants should have strong leadership skills and a proven track record in hotel management. The position is...