- Bank of America (Bakersfield, CA)
- …that will meet their needs. * Has a minimum six months of client service experience in financial services , retail sales or another results-driven environment. * ... Financial Center Client Service Representative Bakersfield, California **To proceed with your...in a challenging environment while simultaneously introducing products and services that meet the client needs. Job expectations include… more
- Bank of America (Oxnard, CA)
- …(such as pricing, terms and conditions) * Minimum six months of client service experience in financial services , retail sales or another results-driven ... FC Client Service Representative - Oxnard Main Financial Center Oxnard,...challenging environment while simultaneously creating interest in solutions and services that meet the client needs. This is not… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- … service , inter-company eliminations, etc.; + Oversees the Accounting Manager and Staff Accountant functions including accounts payable, employee T&E reporting, ... (collectively, "Dunham") is a thought leader in the financial services industry. The way we work is a direct...+ Completes various annual license renewals (trust company license, business licenses, Secretary of State filings, etc.); + Performs… more
- Grant Thornton (Los Angeles, CA)
- …As a Technology Modernization Strategy Manager , you'll provide strategic technology advisory services to address business needs throughout client ... licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant Thornton formed a multinational,… more
- Bank of America (Oxnard, CA)
- FC Client Service Representative - Oxnard Main Financial Center Oxnard, California **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Oxnard/FC-Client- Service -Representative Oxnard-Main-Financial-Center\_25034384) **Job Description:** At Bank of America, we… more
- Optiv (Los Angeles, CA)
- …typically include a Solutions Architect, Client Operations Specialist, and an Executive Advisory Director and services practices personnel as appropriate for ... comprised of security management consulting, hardware and software security technologies, advisory , implementation and support services , and managed security … more
- Bank of America (Chico, CA)
- …needs and asset thresholds + Manages risk proactively in every aspect of business , product, and service transaction leveraging available tools **The Advisor ... + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management +… more
- Wells Fargo (Los Angeles, CA)
- …Banking Industry Coverage Teams** Provides a full range of investment banking and advisory services to clients in the following industries: + Consumer & ... research, participating in strategic planning and assisting in the execution of advisory services + Conducting financial analysis, preparing credit packages, and… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …+ Growth mindset and collaborative approach to client service . Sr. Manager Qualifications: + Undergraduate degree in Finance, Business Administration, or ... advisor to high-net-worth clients. + Deliver tailored financial planning and investment advisory services . + Assist in developing and executing financial plans… more
- Bank of America (San Francisco, CA)
- …+ Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more