- Robert Half Finance & Accounting (Walnut Creek, CA)
- …plans. + Maintain accurate and up-to-date client records in the firm's CRM system (Salesforce). + Follow up on pending client requests and ensure timely resolution. ... preferably within wealth management or financial services. + Familiarity with broker -dealer platforms; experience with LPL is strongly preferred. + Strong… more
- Lincoln Financial (Sacramento, CA)
- …and external clients on the security data information held in the accounting system and investment data hub database for General Account Invested Assets. + ... realignment across General Account portfolios on service provider managed accounting systems and across multiple custodians. + Collaborates with multiple external… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …evolving data strategies and technologies. + Provide expert guidance for system integration, data migration, troubleshooting, and performance tuning to maintain data ... the data landscape. Qualifications + Bachelors degree in Computer Science, Information Systems , Engineering, or a closely related field. + 5+ years experience in… more
- RTX Corporation (Chula Vista, CA)
- …directly with Airlines, Airline Maintenance and Repair Overhaul (MRO) facilities, & Brokers , providing support for their aftermarket spares orders + Provide customer ... and maintain a record of customer interactions or transactions in the ERP System + Coordinate with provisioning, shipping, and inventory warehouses to expedite or… more
- TEKsystems (San Francisco, CA)
- …opportunity to provide mentorship/leadership for the team while partnering directly with Brokers and Stakeholders in the Commercial Property Sector. In this role, ... over time. + Serve as a subject matter expert on process changes and system initiatives within product area, including serving on system user groups… more
- US Bank (Sacramento, CA)
- …source relationships for a steady flow of loan volume from real estate brokers , builders and other external sources. Actively participates in local and state ... development and positive employee engagement. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the SAFE Act of 2008… more
- Travelers Insurance Company (Diamond Bar, CA)
- …and reviewing appropriate records and damages documentation. + Keeps effective diary management system to ensure that all claims are handled timely. At required time ... appropriate resolution. + Maintains claim files, have an effective diary system , and document claim file activities in accordance with established procedures.… more
- Children's Hospital Los Angeles (Los Angeles, CA)
- …activities to all leader levels in the organization * Evaluating the system facility exposure to risk (legal, medical, financial, security, operational, etc.) and ... Risk Financing * Managing current insurance portfolio * Managing relationships with insurance brokers and other vendors to ensure CHLA is obtaining value for the… more
- HUB International (Oxnard, CA)
- …conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems ; ensures the accuracy ... on how to prepare for the unexpected. As one of the worlds' largest insurance brokers , our focus is dedicated to providing our customers with the peace of mind that… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …effective relationships with partners. Designs, implements, and manages financial systems , processes, and internal controls to ensure operational efficiency. ... Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (eg, expense… more