- JPMorgan Chase (Irvine, CA)
- …Market Banking, your role is to be the focal point of maintaining existing client relationships. Bankers work both independently and as part of a team to introduce ... but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance , Commercial Card and JP Morgan Merchant Services. Our strongest Bankers… more
- Deloitte (San Diego, CA)
- …data and KPI analyses as requested by senior team members + Create client -ready deliverables and make presentations to clients + Build strong relationships with ... building of internal tools and templates to support our client service offerings + Understanding of the key operational...Power BI a bonus + Bachelor's degree in Accounting, Finance , and/or Economics + Ability to travel up to… more
- JPMorgan Chase (San Francisco, CA)
- …skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining ... document preparation, negotiation etc and liaising with relevant counterpart at the client /other advisers (accounting, legal, etc) + Working with JP Morgan product… more
- Deloitte (San Francisco, CA)
- …of AI engineering, data infrastructure, and forward deployment, contributing to client solutions that go beyond analysis and into activation, building data-driven ... models (LLMs). + Serve as a Forward Deployed Engineer: embed with client teams to understand real-world challenges, co-create tailored AI solutions, and ensure… more
- BMO Financial Group (Los Angeles, CA)
- …while working alongside experienced Commercial Bankers who are passionate about client success. You'll contribute to meaningful projects, sharpen your ability to ... in compliance with bank policies and procedures while maintaining an exceptional client service environment. + Performs financial analysis and calculations and makes… more
- Truist (Beverly Hills, CA)
- …typically work with a minimum of 2 Investment Managers to manage a client base of approximately 100-150 relationships with assets under management averaging $1 - ... portfolios and presentation preparation. + Propose, construct, and monitor client -specific, advice-driven investment strategies and solutions for individuals and… more
- Datavant (Sacramento, CA)
- …cross-functional teams (Product, Marketing, Operations) to deliver cohesive, high-quality client solutions. + Partner with internal stakeholders to influence product ... roadmap and enhance offerings based on market feedback and client needs. + Collaborate with Marketing and Product teams to support the development of tools and… more
- Bank of America (Arroyo Grande, CA)
- …center traffic, appointments, and outbound calls effectively * Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... and intense focus on results, acting in the best interest of the client . * Collaborates effectively to get things done, building and nurturing strong relationships.… more
- Bank of America (Camarillo, CA)
- …center traffic, appointments, and outbound calls effectively * Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... on results, acting in the best interest of the client . * Collaborates effectively to get things done, building...associate degree such as business management, business administration, or finance . Skills: * Adaptability * Business Acumen * Customer… more
- Bank of America (Marina Del Rey, CA)
- …center traffic, appointments, and outbound calls effectively * Drives the client experience * Manages cash responsibilities **Required Qualifications:** + Is an ... and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships… more