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 -
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
client accounts, and resolve service issues with the custodian.
• Participate in business development.
Qualifications:
• Bachelor’s degree with minimum of 5 years of relevant work experience in financial planning and wealth management.
• Active Series...
roberthalf.com -
Confidential-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 -
San Jose
duties and Records Custodian (RC) duties.
Qualifications:
• Must have an active SECRET Clearance.
• Must have high school diploma and 3 years relevant professional experience; or commensurate education and experience.
• Candidates must either have...
akima.com -
Impec Group-Santa Clara, 4 mi from San Jose
Impec Group is looking for a Custodial Cleaner to join our team! We are searching for a hardworking dependable individual to join our team in Santa Clara County.
Impec Group focuses on the human touch – the experiences, health, safety, and...
resume-library.com -
NextNav-Santa Clara, 4 mi from San Jose
related documents (agenda, scripts, etc.); interfacing with proxy solicitor, transfer agent and inspector of elections; coordination of printing of proxy card, proxy statement and notice of availability of annual meeting materials.
• Acting as custodian...
mindmatch.ai -
Tranzeal Inc.-Santa Clara, 4 mi from San Jose
Carry out ServiceNow product integration architecture with wider ecosystem.
Explore new modules in ServiceNow and develop expertise with new features
Act has the overall platform custodian for implementation of new initiatives
Demonstrate "Quick...
resume-library.com -
Traveka Wealth-Los Altos, 13 mi from San Jose
Coordinate and prepare materials for client meetings
• Maintain detailed notes of client interactions in CRM
Technical Operations
• Process account maintenance requests and prepare custodian paperwork
• Develop knowledge of custodial platforms...
mindmatch.ai -
BBR Partners-San Francisco, 40 mi from San Jose
BBR Partners is searching for a Client Service Associate to serve as a vital member of the team, delivering superior client service externally to clients and third parties (i.e., custodians and accountants), as well as internally at the firm...
mindmatch.ai -
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