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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


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 Fairfax, VA. 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 orders. Analyzing....


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 Costa Mesa 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 orders. Analyzing....

- San Francisco, CA

This is a fabulous opportunity to work for an established small to medium size minority owned investment firm. This is a temp to hire position so it’s a great opportunity for you to check it out before making a commitment! Do you have a strong attention to detail? Can you handle multiple tasks effectively, and enjoy working in a collaborative environment? To be successful in this position you will need to have experience handling all aspects of investment operations across multiple asset....

- Dekalb, IL

Would you like to work for the Largest Privately Held Bank in the United States that has also been rated one of Forbes Best Banks in America? Do you like the feel and cost of living of a small town but the convenience of being close to a major city where you can get away for a weekend and eat at world class restaurant, visit world class museums, see top performers or take in a Broadway play? We're looking for a Commercial Banker who has 4-10 years of experience in Commercial Lending. Here is....

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