Registered Wealth Management Client Associate Jobs in Pleasanton, CA

Lead Financial AdvisorAre you looking to expand your career and be a part of a successful team Are you driven self-motivated and customer focused If you enjoy working closely with clients developing long-term relationships constantly challenging yourself and providing superior customer service and e...

Your work days are brighter here.Were obsessed with making hard work pay off for our people our customers and the world around us. As a Fortune 500 company and a leading AI platform for managing people money and agents were shaping the future of work so teams can reach their potential and focus on w...

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...

Required Skills & Qualifications Experience: 5 years of experience working with EPIC systems in an analyst or architect capacity within a healthcare setting Epic Certification: Active Epic certification(s) in relevant Revenue Cycle modules (e.g. Resolute PB Resolute HB Claims Tapestry) is requ...

Job Title: EPIC Solution Design Consultant Location: Pleasanton CA Key Responsibilities System Architecture & Design: Lead the design and architecture of the Epic Claims modules including Resolute Professional Billing (PB) and Hospital Billing (HB) focusing on claims billing and accounts rece...