- Wells Fargo (Irvine, CA)
- …of internal policies and procedures including, but not limited to, distributions, account maintenance , account opening and closing, KYC requirements, ... employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information… more
- Robert Half Finance & Accounting (Mountain View, CA)
- … transactions (eg, openings, transfers, deposits, withdrawals). + Manage ongoing account maintenance including money movements, distributions, and alerts. + ... Do + Serve as the primary point of contact for client account -related requests. + Build and maintain strong client relationships through thoughtful, personalized… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …point of contact for clients and play an integral role in onboarding, account maintenance , and ongoing service. You'll partner closely with advisors, custodians, ... client service needs via phone and email + Coordinate account openings, money movements, and maintenance across...+ Coordinate account openings, money movements, and maintenance across custodians (eg, Schwab, Fidelity) + Prepare meeting… more
- Enterprise Bank & Trust (Chula Vista, CA)
- …+ Ability to balance ATM, Vault, Coin and cash GL Accounts + Performs minor account maintenance tasks, as trained and assigned per branch needs, including but ... balancing of cash drawer + Responsible for handling over/short account in acceptable approved manner + Responds to clients'...not limited to, address changes, debit card maintenance & check ordering + Refers customers to an… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …and process account paperwork accurately and on time + Handle account maintenance (transfers, RMDs, client instructions) + Monitor daily custodian alerts ... and follow up as needed + Support client onboarding, account setup, and CRM updates + Help coordinate meetings and maintain service calendars *Contact Michelle… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …and process account paperwork accurately and on time + Handle account maintenance (transfers, RMDs, client instructions) + Monitor daily custodian alerts ... and follow up as needed + Support client onboarding, account setup, and CRM updates + Help coordinate meetings and maintain service calendars *Reach out to Ren… more
- The County of Los Angeles (Los Angeles, CA)
- …staff, a variety of craft and trade workers and supervisors engaged in force account construction, maintenance , alteration, or repair of the physical plant and ... medical center and facilities operations, including the overall construction, maintenance , alteration and repair programs. Essential Job Functions Plans, assigns,… more
- Allied Universal (Foster City, CA)
- …staff + Manage uniforms, equipment, supplies and vehicles utilized at the account (s), maintaining appropriate inventories and maintenance checklists + Take a ... The Site Manager is accountable for day-to-day operations of an assigned account , including hiring, training, disciplining and terminating staff. Build, improve and… more
- Agiliti Health (Fullerton, CA)
- …requirements. + Business management understanding to help with contractual management and account margin maintenance . + A valid driver's license. + Basic ... career with Team Agiliti! The **Laser Service Engineer I** conducts cost-effective maintenance on company and customer-owned surgical laser equipment primarily at an… more
- Umpqua Bank (Irvine, CA)
- …follow-up & assistance on day of event. + Work with Operation's Department for account maintenance and to initiate and update client instructions. + Complete ... client scanning system so records are accurate and complete. + Balance settlement account & review trade blotters. + Review and notify Financial Advisor(s) of new… more