Jobs in B|O|S, California, United States

Summary (Overview):The Client Associate provides operational support to two to three Wealth Managers and/or Principals, providing services for 100 to 200 clients. The Client Associate is a key member of the service team for each client and serves as

Summary (Overview):The Client Associate provides operational support to two to three Wealth Managers and/or Principals, providing services for 100 to 200 clients. The Client Associate is a key member of the service team for each client and serves as

Summary (Overview):The Client Assistant’s primary role is to provide administrative support to the Client Services Team, Portfolio Managers and Principals as directed. From time to time, this may include direct client contact.Responsibilities/Essenti