Custodian Jobs in San Jose
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Search Results - Custodian Jobs in San Jose
Impec Group-San Jose
helping individuals thrive. We aspire to think bigger, bolder, and delve deeper into built-environment solutions.
Impec Group is currently seeking a dedicated and reliable Lead Custodian to join our team at our client site in San Jose, CA. The Custodian...
resume-library.com -
Six Flags St. Louis-San Jose
Summary of Job: Prepare the park for operation by hosing and leaf blowing debris and spills from midways and back areas to ensure the park is clean for our Guests and Team Members
Details of Job: Join the Park Services Washdown team! Become a Six...
Innovations PSI-San Jose
Our client is looking for a Private Client Advisor. You will play a crucial role in coordinating the account opening process both internally and externally. This includes preparing custodian account applications and advisory agreements, as well...
mindmatch.ai -
Robert Half-San Jose
meetings and quarterly reviews
• Oversee new account onboarding and resolve custodian service issues
• Participate in business development activities
• Bachelor’s degree in Finance, Economics, or related field
• 5+ years of wealth management experience...
roberthalf.com -
Course-San Jose
Experience with Practifi (Salesforce) or similar CRM preferred.
• Familiarity with Custodian Platforms (e.g., Fidelity, Schwab) preferred.
• Experience with eMoney preferred.
Other Requirements
• Provide professional and courteous service to clients...
mindmatch.ai -
Robert Half-San Jose
Must hold: Series 65, CFP or CFA.
• Plan to sit for the CFP exam within two years if not already certified.
• Familiarity with tools like Redtail, Orion, eMoney, Morningstar, GoToMeeting, iRebal, and Schwab custodian is a plus.
• Strong communication...
roberthalf.com -
Phaidon International-San Jose
professionals while collaborating with the Investment Operations team to deliver exceptional client service.
• Coordinate with multiple custodians and outside data providers to support client transactions.
• Allocate resources effectively to meet requests from...
mindmatch.ai -
esrhealthcare-San Jose
mitigating risk, increasing transparency, enhancing performance, and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing...
jobvertise.com -
Robert Half-San Jose
or Master’s preferred
• Experience with custodians and platforms like Efront, Einvest, or Investment Café
• Strong analytical, problem-solving, and leadership skills
• Ability to manage multiple priorities in a deadline-driven environment
• Please contact...
roberthalf.com -
esrhealthcare-San Jose
and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade...
jobvertise.com -
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