[ref. e94691422] Client Service Associate - Robert Half
Robert Half San Jose
Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Our client is a thriving wealth management firm in San Jose. They're known for their amazing growth, first-class service, and innovative use of technology. This firm offers great career growth opportunities and supports professional development.Competitive compensation. Awesome team.
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.
- 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.
- Series 7 and 65 licenses are a plus, but not necessary
Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.
Robert HalfSan Jose
Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Our client is a thriving wealth management firm in San Jose. They're known for their amazing growth, first-class service, and innovative use...
San Francisco, 40 mi from San Jose
about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing:
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client...
Robert HalfSan Jose
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
Title: Client Service Associate
Location: San Jose, CA 100% Onsite
Salary: $90-110k base + Bonus (~20%)
About the Company:
This organization is a swiftly expanding investment...