- Robert Half Finance & Accounting (San Francisco, CA)
- …entities and family office operations with precision + Liaise with custodians, advisors , and internal stakeholders to maintain a seamless client experience + Review ... and finalize investment reports and performance data (no data entry) Requirements What You Bring: + 3-5+ years in UHNW client service (RIA, family office, private bank, etc.) + Experience navigating complex client needs with maturity, discretion, and emotional… more
- UMB Bank (Sacramento, CA)
- …with UMB._ **_Who we are_** We are more than a company. We are advisors , consultants, problem solvers, friends, community members, experts, and we are here to help ... you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB\_Tuce\_Book\_Original\_file.pdf) Check out the road to a career at UMB more
- Robert Half Finance & Accounting (Berkeley, CA)
- …portfolios for exceptions and ensure timely resolutions. + Coordinate with advisors , investment committees, and custodians for seamless execution. + Prepare and ... deliver client reports on schedule. Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario - I'd love to connect! Requirements What You Bring: + Bachelor's degree or equivalent experience. + Ability… more
- Robert Half Legal (Sacramento, CA)
- …or concerns. + Identify opportunities to refer clients to affiliated financial advisors and process necessary Disclosure and Consent Forms. + Respond to clients' ... electronic and telephonic communication in a timely manner. + Document detailed notes of all client communications and maintain them within the client file. + Participate in regular department meetings to discuss complex client matters and other relevant… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …records in CRM and assist with scheduling and mailings. + Collaborate with advisors and internal teams to ensure seamless client experiences. + Contribute to special ... projects and administrative initiatives. Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario - I'd love to connect! Requirements What You Bring + Bachelor's degree in Business, Finance,… more
- NVIDIA (Santa Clara, CA)
- …to applying next-generation technologies to solve customer problems. We act as trusted advisors and technical partners to our ecosystem. As a member of NPN ... Generative AI Solution Architecture team, you'll be immersed in a diverse, supportive environment where everyone is inspired to do their best work. Come join the team and see how you can make a lasting impact on the world by applying accelerated computing AI… more
- Penske Automotive (San Diego, CA)
- …effectively communicate technical information regarding customer vehicles to Service Advisors . + Accountability: Comply with all manufacturer standards of quality ... and timeliness for repairs and maintenance work, and ensure that all estimates and work orders are accurate. + Safety: Understand and comply with all federal, state, and local regulations that affect shop operations, such as handling and disposal of hazardous… more
- Penske Automotive (Ontario, CA)
- …effectively communicate technical information regarding customer vehicles to Service Advisors . + Accountability: Comply with all manufacturer standards of quality ... and timeliness for repairs and maintenance work, and ensure that all estimates and work orders are accurate. + Safety: Understand and comply with all federal, state, and local regulations that affect shop operations, such as handling and disposal of hazardous… more
- NVIDIA (Santa Clara, CA)
- …to applying next-generation technologies to solve customer problems. We act as trusted advisors and technical partners to our ecosystem. As a member of NPN ... Generative AI Solution Architecture team, you'll be immersed in a diverse, supportive environment where everyone is inspired to do their best work. Come join the team and see how you can make a lasting impact on the world by applying accelerated computing AI… more
- Jostens (Los Angeles, CA)
- …relationships and work effectively with school administrations, organizations and their advisors , teachers, and students. + Advise. School administration on products ... and services offered by Jostens. + Compliance. Comply with all applicable laws associated with the services performed for Jostens. + Maintain. Maintain an independent business office. + Operations. Responsible for all business expenses, including but not… more