• Senior Client Associate

    Robert Half Finance & Accounting (San Francisco, CA)
    …Requirements Qualifications + 3-5+ years of client service experience in a white-glove wealth management , family office, RIA, or UHNW environment. + Experience ... providing fully customized, single-family-office-style services. Its integrated approach spans wealth strategy, investment management , family office administration,… more
    Robert Half Finance & Accounting (08/10/25)
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  • Lead Client Services Officer

    City National Bank (Los Angeles, CA)
    …Maintain appropriate knowledge of other Bank products and services, particularly those of Wealth Management * Maintain a strong working knowledge of current ... representatives in client servicing, business development, retention, and portfolio management efforts. Assist clients with escalated service and operational… more
    City National Bank (08/07/25)
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  • Pre-Injury Consultant - Claims

    AIG (Los Angeles, CA)
    …and professional service with empathy and efficiency. AIG manages claims using a wealth of technical and market knowledge about risks, business practices, and the ... in the return to work process and in medical management coordination. Working with Client Services, Claims and Underwriting,...what matters At AIG, our people are our greatest asset . We know how important it is to protect… more
    AIG (08/09/25)
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  • Portfolio Manager - Commercial Real Estate

    BMO Financial Group (Los Angeles, CA)
    …/ re-documented in a timely manner (as necessary). + Credit Assessment & Risk Management (40%) + Client Performance / Portfolio Management (35%) + Sales Support ... and Partnership (25%) Credit Assessment & Risk Management + Operate as key member of the deal...timely basis. + Oversee documentation and ongoing monitoring of asset and client performance. Sales Support and Partnerships +… more
    BMO Financial Group (07/26/25)
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  • Trust Portfolio Manager

    Umpqua Bank (San Diego, CA)
    Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho Portland, Oregon Salem, Oregon Greenwood Village, Colorado Phoenix, Oregon San Diego, ... the Role:** A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that… more
    Umpqua Bank (07/24/25)
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  • Associate, Product Manager II

    BlackRock (Sausalito, CA)
    …conflicting demands **Requirements:** * 3+ years of related experience working in asset management and/or a brokerage firm in business process ... exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our...deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations.… more
    BlackRock (07/20/25)
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  • Encryption Services Engineer (Remote)

    Broadridge Financial Solutions (Sacramento, CA)
    …delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At ... alter or impact our PKI Infrastructure or processes. + Support all domain management tasks, procurements, transfers, and domain record updates. + Bring maturity to… more
    Broadridge Financial Solutions (06/18/25)
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  • Client Operations Representative (Hybrid)

    Broadridge Financial Solutions (El Dorado Hills, CA)
    …delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At ... addition, we are the 24/7/365 support for Broadridges Client Relations teams (Account Management ) across the country. When issues arise, a Client Ops Rep will… more
    Broadridge Financial Solutions (08/15/25)
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  • Senior Enterprise Engineer (Hybrid)

    Broadridge Financial Solutions (El Dorado Hills, CA)
    …delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At ... such as updating compliance trackers, filing documentation, and preparing reports for management review. Qualifications: + 5+ years experience working as an Sr.… more
    Broadridge Financial Solutions (07/25/25)
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  • ETL Developer - AI/ML Integration (Hybrid)

    Broadridge Financial Solutions (El Dorado Hills, CA)
    …delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At ... data technologies. + Solid foundation in data governance, data quality management , and metadata management principles. + Exceptional analytical, organizational,… more
    Broadridge Financial Solutions (07/12/25)
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