- City National Bank (Los Angeles, CA)
- …operating effectiveness of the Bank's risk management practices, governance processes, system of internal controls for the Wealth Management platform: Personal and ... Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker /Dealer, Investment Banking activities for CNB's Capital Markets, Registered and… more
- Vertafore (CA)
- …not limited to the following: * Build a strong presence in the insurance broker community in the designated territory. * Increase the number of Vertafore customers ... by selling to non-Vertafore Brokerage. * Use the Vertafore Value Selling System . * Serve as the lead point of contact for all customer account management matters. *… more
- The County of Los Angeles (Los Angeles, CA)
- …reports to the SCMAF Board; monthly registration reports to the insurance broker and promotes the Insurance to increase registered participants. + Solicits guest ... you list on a questionnaire and assign a score based on a standardized scoring system . This part of the assessment is worth 100% of your total score. The passing… more
- Abbott (Alameda, CA)
- …in Microsoft Office Suite (Word, Excel, Outlook). + Experience with ERP systems (eg, SAP, Oracle) and E2Open (Trade Automation) is preferred. **Preferred ... Qualifications** + Active US Customs Broker License Apply Now (https://www.jobs.abbott/us/en) **Learn more about our health and wellness benefits, which provide the… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …actions with client financial plans. + Maintain accurate client records in CRM systems (Salesforce preferred). + Follow up on pending client requests to ensure ... preferably in wealth management or financial services. + Familiarity with broker -dealer platforms; LPL experience strongly preferred. + Strong written and verbal… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …service experience, preferably in wealth management + Familiarity with broker -dealer platforms (LPL preferred) + Excellent communication and professional demeanor ... + Proficiency in Microsoft Office and CRM systems (Salesforce preferred) + Organized, detail-oriented, able to manage multiple priorities + Commitment to client… more
- TEKsystems (Glendale, CA)
- …processes and specialist referrals + Support enrollment, marketing, and broker /benefit specialist inquiries + Assist with provider transitions and annual ... completion + Organize mailings (eg, OB welcome packets, portal activations) + Use systems such as EZCap, RIA, and NextGen for scheduling and documentation Additional… more
- Deloitte (Los Angeles, CA)
- …+ Assist clients to manage the deployment and lifecycle of PKI systems , ensuring robust and scalable certificate management processes. Monitor and maintain the ... Management, Data Access Governance, Data Loss Prevention, Cloud Access Security Broker , Encryption, Certificate Lifecycle Management, Cloud Security, SaaS Security +… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …guidance to new team members as needed. + Apply knowledge of Broadridge systems , clients, and industry best practices to daily work. Qualifications: + Bachelors ... delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge,… more
- Adecco US, Inc. (Fountain Valley, CA)
- …with Finance and salvage companies for vehicle disposal. - Access insurance computer systems and body shop information in order to review and update company car ... their responsibilities. - Assist with annual casualty insurance renewal marketing and broker competitions. - Draft proof of insurance letters for current and former… more