Financial Services Jobs in Los Gatos, CA
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Senior Premier Relationship Manager
Bank Of Montreal
Los Gatos - USA
Application Deadline:02/26/2026Address:308 N. Santa Cruz Ave.Job Family Group:Retail Banking Sales & ServiceThis is a licensed position requiring the SIE Series 6 63 Life and HealthThe mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and pl...
Associate Banker
Bank Of Montreal
Los Gatos - USA
Application Deadline:12/01/2025Address:308 N. Santa Cruz Ave.Job Family Group:Retail Banking Sales & ServicePart-time 20 hours per week.Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in th...
Registered Client Service Associate
Morgan Stanley
Los Gatos - USA
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients individuals in this role build trusted relationships. Leading with a client firs...
