- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- Operations & Client Services Coordinator FINANCIAL SERVICES Dunham & Associates Investment Counsel, Inc. ("Dunham") is a thought leader in the financial ... a multi-billion-dollar firm. We work with close to 1,400 Financial Advisors across all 50 states. Dunham is an...management solutions and related services. As an Operations and Client Services Coordinator, you will be responsible for bridging… more
- Bank of America (Santa Rosa, CA)
- Financial Center Client Service Representative Santa Rosa, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Santa-Rosa/ Financial -Center- Client -Service-Representative\_25044486) **Job Description:** At Bank of America,… more
- Bank of America (Santa Maria, CA)
- FC Client Service Representative - Santa Maria Financial Center Santa Maria, California **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Santa-Maria/FC- Client -Service-Representative Santa-Maria- Financial -Center\_25036820) **Job Description:** At Bank of… more
- Raymond James Financial, Inc. (Rolling Hills Estates, CA)
- …and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses ... summary reports and client -specific reporting as needed for review by the financial advisor. + Creates and maintains records and files utilizing Client … more
- Bank of America (Glendale, CA)
- … financial lives + Fully understands how life events can impact a client 's financial situation and is prepared to actively advise solutions and ... Client Services Representative III - Bilingual Mandarin Glendale,...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- City National Bank (West Hollywood, CA)
- … client meetings. * Risk Management and Compliance * Keep current on client 's financial information while ensuring that clients understand the solutions being ... * FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The...tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains… more
- Bank of America (Huntington Beach, CA)
- …**Responsibilities:** + Recommends financial advice and guidance that align with client financial goals and needs + Builds and deepens relationships with ... clients by leveraging the full capabilities of the bank + Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative… more
- Bank of America (Santa Clara, CA)
- …and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and ... advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals… more
- Bank of America (Lemon Grove, CA)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals… more
- Bank of America (Folsom, CA)
- …existing clients by leveraging the full capabilities of the bank + Analyzes the client 's financial needs and applies knowledge of borrowing and banking to ... recommend financial services that best align with the client 's unique priorities + Presents potential home lending product solutions, submits the mortgage… more