- JPMorgan Chase (Oakland, CA)
- …Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement , and investment trades, with a ... aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to...to facilitating accurately and timely operational requests such as account opening, money movement and… more
- MetroLink (Los Angeles, CA)
- …only, including interest, and end your membership with CalPERS, or leave it in your account and retain your service credit should you decide to work for another ... Special Services Employee (TEMP - Contract & Compliance Administrator...acuity to detect, identify and observe employees or train movement and any barriers to movement when… more
- Intuit (Mountain View, CA)
- …Manager to lead design for the Fintech Platform - the foundation enabling money movement across Intuit's ecosystem. This includes QuickBooks, TurboTax, Credit ... focused on solving hard system problems - like visualizing funds movement , abstracting bank-linked account states, and standardizing trust-building moments… more
- Robert Half Finance & Accounting (Mountain View, CA)
- … transactions including openings, closings, transfers, deposits, and withdrawals + Handle money movement requests (eg, wires, checks, ACHs, RMDs) and monitor ... and maintain strong client relationships through responsive and thoughtful service + Manage client onboarding, account setup,...related field + 3+ years of experience in client service or operations within the financial services … more
- Zurich NA (Los Angeles, CA)
- …and new customers of moderately complex accounts, as assigned. + Act as an account representative by responding to customers service issues and coordinating with ... International Service Specialist - 125635 Zurich is currently looking...engineering coordination, premium payment processes, claims flow issues, and money /currency movement . + Handle specific requests from… more
- MetroLink (Los Angeles, CA)
- …only, including interest, and end your membership with CalPERS, or leave it in your account and retain your service credit should you decide to work for another ... with all company policies and procedures. * Provide timely movement of materials throughout the operation to support each...* Organization and time management. * Problem-solving * Customer service * Troubleshoot Ability to: * Adapt to changes… more
- Fiserv (Sacramento, CA)
- …efforts to expand and elevate Fiserv's market share and presence in the financial services industry. Assigned to sell core account processing products within the ... global leader in Fintech and payments, and we move money and information in a way that moves the...designated territory or assigned accounts. + Implement strategies and account plans to identify, qualify, and secure new clients… more
- Fiserv (Los Angeles, CA)
- …Fiserv.** We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, ... credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want...provide a diverse range of payment solutions and consulting services to help these entities fulfill their missions and… more
- Intuit (Mountain View, CA)
- …charge in revolutionizing financial services for small businesses with its groundbreaking money movement platform. As part of our commitment to manage risk ... and other innovative fintech products. Your responsibilities on the Account Risk team will encompass fraud detection and prevention...team will encompass fraud detection and prevention for our money movement products, as well as creating… more
- AIG (Los Angeles, CA)
- …timely policies, providing regulatory advice, sharing local knowledge, supporting efficient money movement capabilities and deploying large fronted limits. AIG ... commit to roles, responsibilities and expected timelines, to provide an elevated service performance and deliver contract certainty. + Assistance with the drafting… more
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