Senior Client Associate Salaries in Mountain View, CA

Onboarding & Implementation: Lead the new client onboarding process, managing the implementation of accounts and services, and ensuring all related actions are…

$90,000 - $125,000 a year

2 days ago

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

$35,152 - $90,000 a year

12 hours ago

Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly.

$75,000 - $85,000 a year

1 day ago

Contribute to the implementation of firmwide and business-unit-specific talent programs by coordinating logistics, managing communications, and supporting the…

$59,500 - $118,000 a year

13 days ago

Undergraduate degree in accounting, finance or similar related field with a desire to build practical experience in an advisory arena.

$81,500 - $103,500 a year

The role includes assessing the design and operating effectiveness of internal controls over financial reporting (ICFR), developing and executing remediation…