- Sharp HealthCare (San Diego, CA)
- …cover operations.In conjunction with the CFO and Controller, works with medical group client 's investment advisor to ensure compliance with each medical group ... that results in the accurate financial reporting of each medical group client 's financial results. The Assistant Controller is responsible for working closely with… more
- JPMorgan Chase (Los Angeles, CA)
- …to monitor risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage ... Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues… more
- Umpqua Bank (Irvine, CA)
- …Send various forms to clients as requested and required. + Assist Financial Advisor with client support and time management. + Process confidential information ... processing to include department mail & processing checks and securities. + Maintain client and mailing database. Update Financial Advisor 's calendar. + Service… more
- BMO Financial Group (Modesto, CA)
- …+ Uses a consultative sales process to develop strong customer relationships; acts as client 's trusted advisor and primary point of contact. + Proactively works ... and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor… more
- IBM (Irvine, CA)
- …Business Partners Storage Market Expertise: Storage market knowledge to be a trusted client advisor (training on IBM's Storage offerings is provided). IBM is ... career, team, and clients to thrive. A typical day may involve: * Client Management & Value Communication: Managing clients and effectively communicating IBM's value.… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …and client records + Analyze investment data and respond to client and advisor inquiries Cross-Functional Collaboration + Partner with investment, sales, ... privately-owned investment management firm is seeking a full-time Marketing & Client Service Associate to join its collaborative and high-performing team. With… more
- City National Bank (Los Angeles, CA)
- …of real time risk, reporting, and escalation* High Profile and High Net Worth Client and Advisor service* Data driven approach to safety, soundness, planning, ... ACH, Real Time Payments, Debit Card, Credit Card, and Bill Pay* Client Onboarding, Client Maintenance, Client Statements* Fraud, Risk, and Control coverage… more
- IBM (Costa Mesa, CA)
- …current releases, features and practices and share with team. * Act as senior client -facing advisor on designs and best practices. * Perform hands-on delivery of ... design, build, testing, training, go-live and post-production support. * Working closely with client teams to understand their needs and offer solutions and design *… more
- Wheeler Accountants LLP (San Jose, CA)
- …Experience with other accounting software a plus. Qualities indicative of being a client 's "trusted advisor ". A combination of knowledge and practical experience ... We're not your typical CPA firm. Yes, we provide tax, attestation, consulting, and client accounting services to a wide range of clients― but we do it differently.… more
- Bank of America (Newport Beach, CA)
- …must determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more