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Our client is one of the nation’s largest and most well-known financial planning firms. We are seeking a skilled Client Service Associate for their Silicon Valley (Santa Clara, CA) location. In this position you will provide full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients, vendors, and other operational employees, while adhering to regulatory standards. In this role you will be responsible for executing investment buy and/or sell


You will be responsible for the support and enhancement of the compliance marketing and advertisement program as well as daily review of specific materials. The goal of the position is to establish industry best practices and to serve as a valued adviser to business colleagues. We are looking for previous compliance experience in a high-touch/high-client-experience-expectation organization within a broker dealer and registered investment advisor. Specific Responsibilities:Timely review of....

- Century City, CA

Dynamic and growing Private Wealth Management firm is seeking a Client Service Manager. Responsibilities range from providing daily oversight on a wide range of service, administrative, sales and relationship management support delivered by a team of Client Service associates to participating in the development of Firm’s policies and procedures, providing back-up support to the Regional Client Service Manager and assistant the Client Service team in client specific projects. A successful....

- Palo Alto, CA

Dynamic and growing Private Wealth Management firm is seeking a Client Service Manager. Responsibilities range from providing daily oversight on a wide range of service, administrative, sales and relationship management support delivered by a team of Client Service associates to participating in the development of Firm’s policies and procedures, providing back-up support to the Regional Client Service Manager and assistant the Client Service team in client specific projects. A successful....


Are you tired of the constant relocation and long hours in order to advance your career or to work on great projects. Would you like a work/life balance and be only 35 miles from The Rocky Mountain National Park? We offer relocation, excellent benefits, growth opportunities, etc. Read on and learn about this great opportunity for a Project Manager who will provide leadership and guidance to the construction team and assume overall responsibility for the successful completion of assigned....


Our client believes that through hard work and exceptional client service, success will follow. They are driven by a core set of values that define what they must do every day to best serve their clients. Our client has been named the Top Private Bank in 2017. They offer growth opportunities along with excellent benefits and a great working environment. If you have 3+ (5+ preferred) years working on complex CRE deals with quite a bit of underwriting experience, and you're looking for a

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