- 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 ... obtain within 120 days of hire). + Strong working knowledge of both brokerage and investment advisory business concerning the regulatory framework in which they… more
- Insight Global (Irvine, CA)
- Job Description Insight Global is seeking an experienced Applications Security Specialist to join the business applications team of one of their top clients in the ... insurance brokerage space. This individual will act as a proactive liaison and advocate for security within the business applications group, ensuring all enterprise… more
- Anywhere Real Estate (San Jose, CA)
- …next move through our leading integrated services, which include franchise, brokerage , relocation, and title and settlement businesses, as well as mortgage ... and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world.… more
- City National Bank (Los Angeles, CA)
- …including: banking, credit, asset management, trust and estate planning, and brokerage . Manages overall relationship profitability and portfolio risk and is ... the portfolio. May serve as a segment or industry specialist acting as a technical consultant to clients and...colleagues with FINRA Licenses, review asset management and CNS Brokerage statements with clients. Partner with City National Securities… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist - Wealth Management $80-90K + Bonus + 6% 401(k) Match | San Francisco (Hybrid) Jennifer Fukumae with Robert Half Finance & ... a long-established, boutique wealth management firm to hire a Client Service Specialist . This team supports ~700 client families with highly personalized service,… more
- Anywhere Real Estate (Los Angeles, CA)
- …inquiries, and event communications in coordination with the Sr. Specialist . **Insights, Reporting & Continuous Improvement** + Analyze participant feedback, ... and onsite decisions-while collaborating closely with the Director and Sr. Specialist to ensure alignment. The role involves proactive communication, shared… more
- Anywhere Real Estate (Ventura, CA)
- **About the Role** As an **Escrow Specialist ** , you will play a critical role in ensuring a seamless and efficient real estate closing experience. You'll provide ... next move through our leading integrated services, which include franchise, brokerage , relocation, and title and settlement businesses, as well as mortgage… more
- WTW (San Francisco, CA)
- …vendor procurement, negotiation, implementation, and optimization activities + Facilitating specialist resources and subject matter experts in health management, ... of increasingly complex health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier… more
- WTW (San Francisco, CA)
- …vendor procurement strategy, negotiation, implementation, and optimization activities + Engaging specialist resources and subject matter experts to solve for client ... design/management of complex health and welfare plans gained in a consulting or brokerage environment + Proven ability to generate revenue + Track record of success… more
- WTW (Irvine, CA)
- …advising clients and ensuring the delivery of superior client service + Engaging specialist resources and subject matter experts to solve for client needs and ... design/management of complex health and welfare plans gained in a consulting or brokerage environment + Proven ability to generate revenue + Track record of success… more