Client Service Associate - San Jose
Robert Half San Jose
Robert Half is partnering with one of our premier clients in the private banking space, looking for a Client Service Representative to support their growing team. In this contract-to-permanent role, you will be supporting their private banking business sector with administrative and client relationship tasks:
Duties:
- Respond to client inquiries
- Process deposit transfers, ACH Payments, and other taks
- Liaison between department managers and portfolio managers on reporting requests
- Data entry projects
- 3+ years of banking experience
- Exposure or the drive to enter Private Banking
- BS Degree in Business (or related) or in progress ideal
Robert HalfDanville (CA), 30 mi from San Jose
Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**
Job Posting: Client Service Associate/Portfolio Trader
Employment Type: Full-Time
Location: Danville; Onsite 5 days
Comp: $115-$130k
A Wealth Management Firm...
Burton Enright WelchWalnut Creek (CA), 34 mi from San Jose
MISSION
Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA, managing over $1 billion in assets.
The Senior Client Service Associate is a key member...
Robert HalfLos Gatos, 11 mi from San Jose
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
Title: Client Service Associate
Location: Los Gatos, CA (on-site with hybrid opportunity after ramp-up period)
Salary: $60,000 - $90,000 base salary + bonus (commensurate...