- CVS Health (Sacramento, CA)
- …each and every day. **Position Summary** The **Senior Accounts Receivable Specialist ** prepares accounting and financial records and reports, including general ... in the accounting system. + Follow systems of checks and balances. + Allocate broker commissions for payment. + Answer internal and external customer calls. + Update… more
- JPMorgan Chase (Pasadena, CA)
- …Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client ... well as assist the Client Manager in building customer and real estate broker relationships + Support Client Manager to achieve high originations and retain existing… more
- AIG (San Francisco, CA)
- Join us as a Senior Underwriting Specialist to step up to a key team leadership role that will drive business growth. Make your mark in Underwriting We are ... You will also play a key role in new business development, including attending broker events, and building new relationships across the market. What you'll need to… more
- World Insurance Associates, LLC. (Santa Barbara, CA)
- Position Objective, Typical Duties and Responsibilities We're currently seeking a Compliance Specialist to support the firm's Compliance Program. You will report to ... Minimum two (2) years of Compliance and/or regulatory experience within both RIA and broker -dealer business segments., + Series 7, 24 (or 26), 63, 65 (or 66), Series… more
- City National Bank (Los Angeles, CA)
- *The Opportunity* Under minimal supervision, Account Transfers Specialist applies comprehensive knowledge of multiple products and their respective transfer ... associates, internal/external clients and departments, and contra parties (other broker /dealers, funds, insurance/annuity providers, etc.) on complex issues and… more
- Sysco (Riverside, CA)
- …Diploma or GED and 3+ years of sales experience within a retail, broker , wholesale or distribution environment (deep technical expertise of meat & seafood ... categories) + **Preferred** : Bachelor's degree in a related field or equivalent educational level **Knowledge & Skills:** + Proficiency in center of the plate (meat & seafood) knowledge and trends required + (Internal Certification & External Certification… more
- Transdev (San Francisco, CA)
- …patrons via a call center environment and direct communications with other Broker staff, service provider representatives, SFMTA officials, the general public and ... others. Candidate must possess or within 90 days achieve a working knowledge of the paratransit program rules and operating procedures. Additional capabilities include developing and regularly filing a variety of reports, including routine data summaries and… more
- JPMorgan Chase (Los Angeles, CA)
- …to, financial planning, goals-based investing, financial advisory at a broker -dealer, RIA and/or a private bank, affluent/high-net-worth solutions, and retirement ... strategies + Bachelor's degree and Certified Financial Planner (CFP) or Wealth Management Certified Professional (WMCP) designation (or equivalent) required + Ability & experience in understanding clients' financial situations and personal circumstances;… more
- AON (San Francisco, CA)
- …problems. + May provide guidance and mentoring to a less senior account specialist . Delegates work to support staff and ACS where applicable. + Ensures tools ... in an Account Management role) + Property & Casualty broker 's license strongly preferred, or to be obtained within...provide guidance and mentoring to a less senior account specialist . Delegates work to support staff and ACS where… more
- WTW (San Francisco, CA)
- …client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is the primary ... Solid organization skills + Ability to mentor a Client Specialist colleague As an ACA you have the potential...tools + Must achieve and maintain an active insurance broker 's P&C license, and complete various continuing education activities… more