• Financial Service Sales Assistant

    Umpqua Bank (Irvine, CA)
    …more Financial Advisor (s) and serve as a liaison between Financial Advisor (s) and their clients. A sales assistant has a large influence on client ... Financial Service Sales Assistant Wealth Management...forms to clients as requested and required. + Assist Financial Advisor with client support… more
    Umpqua Bank (08/23/25)
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  • Administrative Assistant

    Robert Half Office Team (San Diego, CA)
    …Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a wide ... of responsibilities, including executive support, family office services, investment operations, and client service. This role serves as a key liaison between the… more
    Robert Half Office Team (08/08/25)
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  • Lead Client Services Officer

    City National Bank (Los Angeles, CA)
    …office support to Financial Advisors, Investment Relationship Officers, Assistant Investment Officers and licensed representatives in client servicing, ... OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers supporting the Financial Advisors and… more
    City National Bank (08/07/25)
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  • Wealth Management Client Associate

    Bank of America (Walnut Creek, CA)
    …timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
    Bank of America (07/31/25)
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  • Finance Manager (Hybrid)

    UCLA Health (Los Angeles, CA)
    …and success + Build relationships with cost centers and become their trusted financial advisor Salary Range: $92,600 - $202,200/annually. Please note that the ... and working with detailed information + Understanding of large-scale, integrated client -server/ERP/budgeting and financial planning systems + EPSI, Strata,… more
    UCLA Health (08/14/25)
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  • Regional Marketing Director

    Compass Group, North America (CA)
    …ID** **number** **1455553** . _The advertised program is a conversational recruiting assistant that helps you apply to jobs with Compass Group. Message frequency ... strategy for the division, supporting growth, innovation, guest and client experiences, and are stewards of the Chartwells brand....to each. + Lead social media as the content advisor and standards keeper across campus locations in the… more
    Compass Group, North America (08/21/25)
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  • Solution Architect II (AI - Enterprise…

    Ross Stores, Inc. (Dublin, CA)
    …comparing and selecting AI services\. o Architect scalable and secure digital assistant and AI agent solutions leveraging Microsoft Copilot Studio, Azure OpenAI, ... data and event\-driven architectures\. * Develop the internal AI Financial Mgmt and Ops practices collaborating with the CoE,...AI tooling and practices\. * Act as an internal advisor and evangelist for AI transformation within the organization\.… more
    Ross Stores, Inc. (08/14/25)
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  • Surface Warfare Supply Pillar Analyst, Senior

    BOOZ, ALLEN & HAMILTON, INC. (San Diego, CA)
    …develop surface fleet logistics strategy and achieve strategy goals. You'll be a trusted advisor to our customers, and we'll look to you to identify, analyze, and ... Have: + Experience as a Navy commanding officer or Assistant Chief of Staff or higher position on an...your total well-being. Our offerings include health, life, disability, financial , and retirement benefits, as well as paid leave,… more
    BOOZ, ALLEN & HAMILTON, INC. (08/08/25)
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