- Banc of California (Santa Ana, CA)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... management or related fields, particularly in highly regulated industries such as financial , professional services , or government, with expertise in navigating… more
- Scotiabank (San Francisco, CA)
- …Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic ... also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of...financial models, and supporting the team in determining advisory and financing solutions for these clients + Collecting,… more
- Bank of America (San Francisco, CA)
- …Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior ... + Referral Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management +… 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 (Carlsbad, 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
- Palo Alto Networks (Santa Clara, CA)
- …create a more secure digital world by providing the highest quality incident response, risk management, and digital forensic services to clients of all sizes. ... account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a… more
- City National Bank (Los Angeles, CA)
- …management practice), in-house legal department of a financial institution or advisory firm, and/or financial services regulatory agency or commensurate ... business lines, including investment management, brokerage, and custody within a bank, advisory firm, or other financial services firm. *Additional… more
- City National Bank (Los Angeles, CA)
- …7+ years of audit experience in an internal audit role within the banking or financial services industry, or with an public accounting firm. * Minimum 3 years ... a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic… 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 (Walnut Creek, 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 **Minimum… more
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