- CIBC (San Francisco, CA)
- …schedule and timeframes, while accommodating given priorities + Use of CRM and/or financial services platform for advisory business + Experience in ... tax, financial planning or investment management + Strong client service commitment + Strong interpersonal and verbal communication skills with the ability… more
- CIBC (San Francisco, CA)
- …a service culture by leveraging expertise in investment and wealth advisory services to provide best-in-class relationship management. + Engage in client ... high-net-worth client relationships. + Expertise in investment and wealth advisory services . + A collaborative approach to.... + A collaborative approach to ensure seamless client service . + Strong financial acumen and relationship… more
- Bank of America (Walnut Creek, CA)
- …+ Referral Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients...understanding of the suite of Wealth Management products and services + Proven ability to manage risk … more
- Cherry Bekaert (CA)
- …Place to Work (https://www.cbh.com/about/awards-and-recognition/) , **Cherry Bekaert** delivers innovative advisory , assurance and tax services to our clients. ... support of our growing Information Assurance & Cybersecurity Solutions (https://www.cbh.com/ services / risk -cybersecurity/cybersecurity- services /) practice, we have an… more
- UL, LLC (Oakland, CA)
- …managing and executing independent engineering (IE), Owner's Engineering (OE) and Technical Advisory (TA) services to support the financing, sale, or acquisition ... more than 110 countries. UL Solutions delivers testing, inspection and certification services , together with software products and advisory offerings, that… more
- Bank of America (Irvine, CA)
- …and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **The… more
- Bank of America (San Francisco, CA)
- …leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Bank of America (Beverly Hills, CA)
- …+ Thorough knowledge and understanding of the suite of Wealth Management products and services + Proven ability to manage risk and make sound decisions by ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- BlackRock (San Francisco, CA)
- …role** **About Us** BlackRock is a world-class provider of global investment management, risk management and advisory services to institutional, intermediary ... We deliver a modern approach to project management, portfolio risk management and trade execution to help clients reduce...you have: + 5+ years of experience in the Financial Services industry, in portfolio management, trading,… more
- Zions Bancorporation (Irvine, CA)
- …environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and ... active for 70 years and has more than 80 full- service branch offices across the state. This dedication has...must be progressive commercial lending experience within banking or financial services with at least 1+ years… more