Wealth Manager Salary in San Jose, California

POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile * Confirm authorization and authenticate client when proc

Position Type: RegularYour opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwabs branch team is at the heart of our firms commitment to helping clients own their financial futures. In this exciting role, youll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. Youll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will beprocured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, en

Position Type: RegularYour opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwabs branch team is at the heart of our firms commitment to helping clients own their financial futures. In this exciting role, youll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. Youll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will beprocured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, en

Position Type: RegularYour opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwabs branch team is at the heart of our firms commitment to helping clients own their financial futures. In this exciting role, youll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. Youll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will beprocured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, en

The Client Relationship Manager is a direct report to the Division Client Relationship Executive with dual reporting to the Market Executive (ME). The functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The Client Relationship Executive is responsible for delivering firm strategy through the execution of the Market Strategy Plans. Specific responsibilities include: Ensuring client service expectations are met and exceeded Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compli

Job Description Job Description Job description Accretive Wealth Management is a fast-growing company and among the top 2% of RIAs in the nation, based on Assets Under Management . We are seeking a highly motivated Senior Client Service Associate with tremendous opportunity for growth. Highly motivated, smart, detail oriented, organised, high energy and willing to grow with the firm. Client servicing is one of the key elements and the candidate should possess excellent communication skills. 2-4 years working experience in the finance/investment industry Interest in wealth management Worked on client resource management (CRM) Experience in Orion Wealth Management system Bachelor's Degree preferred Client servicing Social media Operations Event management Administrative duties and more Creating and submitting various documents for clients Keeping track of the status of all client investments Opening accounts Creating invoices and statementsCalculating quarterly fees, inputting transactio