Client Service Assoicate | RIA Firm | San Jose

2 weeks ago


San Jose CA, United States San Jose Staffing Full time

Client 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 investment returns, and offers competitive compensation. If you're passionate about providing exceptional client service and want to grow with a firm on the rise, we want to hear from you Generate performance reporting and analyze effects of contribution and attribution.
Assist with implementing back office reconciliation processes.
Provide a high level of customer support to high net worth individuals.
Adhering to regulatory rules.
Assisting in bank operations (web calls) and international banking support.
3+ years of experience within the financial services sector, specifically Wealth Management.
~ Willingness to work on-site in San Jose.
~ Familiarity with tools like Fidelity, Schwab, Salesforce, and Microsoft Office suite.
~ Please contact Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity.



  • San Jose, United States San Jose Staffing Full time

    Client 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...


  • San Jose, CA, United States San Jose Staffing Full time

    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....


  • San Jose, United States California Staffing Full time

    Client Service AdvisorAre 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...


  • San Jose, United States San Jose Staffing Full time

    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....

  • Client Service

    4 weeks ago


    San Ramon, United States California Staffing Full time

    Job Opportunity: TraderJennifer Fukumae with Robert Half's Financial Services division is working with a well-established Registered Investment Advisor (RIA) firm in San Ramon, CA. This firm has been around for 30+ years managing over $2B in Assets Under Management and continues to grow. This is an excellent opportunity for a motivated professional looking...

  • Client Service

    3 weeks ago


    San Ramon, United States California Staffing Full time

    Job Opportunity: TraderJennifer Fukumae with Robert Half's Financial Services division is working with a well-established Registered Investment Advisor (RIA) firm in San Ramon, CA. This firm has been around for 30+ years managing over $2B in Assets Under Management and continues to grow. This is an excellent opportunity for a motivated professional looking...


  • San Jose, CA, United States Robert Half Full time

    Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding. Client Services Associate | Wealth Management Firm | San Jose Join a thriving wealth management firm known for its rapid growth,...


  • San Jose, United States San Jose Staffing Full time

    Speech Language Pathologist San Jose, CA Amergis Educational Staffing is a trusted partner in connecting passionate educators and clinicians with meaningful opportunities in schools across the country. We are currently seeking a full-time, in-person Speech Language Pathologist to join our team in San Jose, California. Key Responsibilities: Provide direct...


  • San Jose, United States San Jose Staffing Full time

    Speech Language Pathologist San Jose, CA Amergis Educational Staffing is a trusted partner in connecting passionate educators and clinicians with meaningful opportunities in schools across the country. We are currently seeking a full-time, in-person Speech Language Pathologist to join our team in San Jose, California. Key Responsibilities: Provide direct...


  • San Jose, CA, United States San Jose Staffing Full time

    Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated...