• VP, Associate Banker - Citi Private Bank

    Citigroup (Costa Mesa, CA)
    The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... including solving complex client inquiries + Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and… more
    Citigroup (08/08/25)
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  • UHNW Associate Banker VP

    Citigroup (Beverly Hills, CA)
    The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... including solving complex client inquiries + Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and… more
    Citigroup (07/24/25)
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  • Administrative Assistant

    Robert Half Office Team (San Diego, CA)
    …the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a wide range of responsibilities, including executive support, family office ... of both daily and strategic tasks. Reports to the CEO's Advisory Associate . Key Responsibilities Family Office & Client Administration + Manage household payments… more
    Robert Half Office Team (08/08/25)
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  • Sales & Service Representative

    MRC Global (Benicia, CA)
    …requests are permitted per their respective approved manufacturer's list ( AML ) or other customer-provided specifications. + Reference customer processing guides ... post-secondary education to include any of the following: Technical/Trade School, associate degree, bachelor's degree, preferably with studies in industrial or… more
    MRC Global (08/08/25)
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  • Conflict Analyst (West Coast Coverage)

    Ankura (Los Angeles, CA)
    …client and new hire due diligence, and assists with RFPs. Role Overview: The Associate , Conflict Analyst who will be responsible for supporting the firm's new client ... or equivalent experience + 1-3+ years of experience in conflict analysis, client intake, AML or the legal field + Ability to identify and analyze complex issues… more
    Ankura (08/01/25)
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  • VP, Branch Manager- Carlsbad/ El Camino

    Banc of California (Carlsbad, CA)
    …management and operations + High School Diploma or equivalent is required + Associate 's degree or higher is preferred + Current California driver's license and a ... Secrecy Act (BSA), in conjunction with the USA PATRIOT Act, Anti-Money Laundering ( AML ) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA… more
    Banc of California (07/01/25)
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