- Adecco US, Inc. (Fountain Valley, CA)
- …system, communications, presentation deck, employee meetings, etc. * Work with carriers/ broker /employees to resolve employees' benefits issues. * Administer the Baby ... Car Seat Gift Card Program. * Complete annual benefits surveys. * Assist with the employee weekly well-being articles and other benefits communications. * Lead wellness program and events, including annual health fair. * Provide administrative support to… more
- City National Bank (Los Angeles, CA)
- …Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker /Dealer, Investment Banking activities for CNB's Capital Markets, Registered and ... Unregistered Fund Vehicles, Support Functions (Operations, Compliance, Risk)Thrives in a dynamic team-based environment, effectively manages ambiguity, works independently, exhibits innovative thinking with data analytics, robotic process automation and… more
- Deloitte (Costa Mesa, CA)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... Qualifications Required: + Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week + 3+ years' experience providing tax planning services or preparing and reviewing client… more
- CenterWell (Sacramento, CA)
- …with the ability to encourage others incollaborativeproblemsolving.Acting as both a broker and consultant regarding resources, you engage others in problem solving ... without taking over. **Use your skills to make an impact** Required Qualifications: + Pharmacy Degree from an accredited School of Pharmacy + 3+ years of clinical experience in managed care or other pharmacy related field + Experience in analysis and… more
- 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 Broadridge, ... we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation… more
- 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 Broadridge, ... we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation… more
- Humana (Sacramento, CA)
- …with the ability to encourage others incollaborativeproblemsolving.Acting as both a broker and consultant regarding resources, you engage others in problem solving ... without taking over. **Use your skills to make an impact** Required Qualifications: + Bachelor's degree or equivalent + 3+ years of experience in managed care or other pharmacy related field + 3+ years of experience of leading successful implementation of… more
- Zurich NA (San Francisco, CA)
- …collaboratively with assigned underwriters. + Supports Underwriter with broker /agent/distributor/customer interactions by providing basic customer service skills. ... Basic Qualifications: + Bachelor's degree and no prior experience in the Administrative, Customer Service, Financial Services, Risk Management, or Insurance areaOR + Zurich Certified Insurance Apprentice, including Associate Degree and no prior experience in… more
- 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 Broadridge, ... we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …preferably within wealth management or financial services. + Familiarity with broker -dealer platforms; experience with LPL is strongly preferred. + Strong ... communication skills and a professional demeanor. + Proficiency in Microsoft Office Suite and CRM systems (Salesforce preferred). + Highly organized with strong attention to detail. + Ability to multitask, prioritize, and manage client needs efficiently. +… more