- CalSTRS (Sacramento, CA)
- …+ Ability to work effectively as an individual and as part of a team to support team, unit, and Investments Branch goals + Strong work ethic with a high degree of ... Branch, you will be required to disclose your personal broker account information and be required to utilize a...account information and be required to utilize a personal broker from a designated list as provided by CalSTRS.… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements * Delivering a high-quality service ... Developing a complete understanding of the core institution's products to support cross-selling opportunities and to generate referrals back to the institution… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …transaction booking related to checking accounts, including cash withdrawals, broker account activities, and non-cash transactions such as loan-associated purchases. ... and present Excel worksheets containing client financial data analysis, such as broker analysis and construction, or investment history spreadsheets. * Generate and… more
- The Hartford (San Francisco, CA)
- …culture, with direct responsibility for underwriting, sales leadership and broker /agency management. Responsibilities include: Solution Expertise and Innovation + ... are required, or if "traditional" products, pricing, and appetite apply. + Support transparency by focusing on the intersection of underwriting, data science, risk… more
- Parker Hannifin Corporation (Irvine, CA)
- …sustainable flight for the lifecycle of the aircraft, including aftermarket support . Our passionate people with deep engineering expertise, together with our ... members belong, matter and make a difference. Services & Support Operations Division The Services and Support ...COO, and License status. + Revises and Updates Customs Broker SOPs as needed + Provides Import Clearance Instructions… more
- City National Bank (Los Angeles, CA)
- …City National Securities products and systems. Provide middle office support to Financial Advisors, Investment Relationship Officers, Assistant Investment Officers ... CNS Investment Operations to open, fund, and provide ongoing support and service. Ensure all CIP and KYCQ requirements...years of Customer Service or Operational experience at a Broker Dealer * 5 or more years of management… more
- Zurich NA (San Francisco, CA)
- …strong relationships with retail distributors (agents and brokers) and our customers in support of business retention and acquisition of new business is a key ... + Develop and maintain relationships with distributors (agents & brokers) in support of business retention and acquisition and works with customers and distributors… more
- Coinbase (Sacramento, CA)
- …a product and service expert for Coinbase's institutional clients, providing end-to-end support across their lifecycle on the platform. * Navigate and execute ... cold storage, and wallet management. * Deliver direct client service and support to institutional clients through phone, email, and video calls, ensuring queries… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …are looking for someone responsible for design, implementation, and operational support of the technical infrastructure for strategic Broadridge applications and ... + Works within and across teams to design, develop, test, implement, and support technical solutions across a full-stack of development tools and technologies. +… more
- City National Bank (Los Angeles, CA)
- …Will be responsible for working with AD to research topics to provide advice and support to business units in all regulatory matters. Will raise concerns to AD about ... concerns are well informed and appropriately address concerns raised. * Support proactive communication strategies with regulators and provide advice to management… more