- Eliassen Group (Sacramento, CA)
- …+ Description + Recommended Jobs **Description:** **100% Remote** Eliassen's client in the Financial Services Industry is seeking ... and Monitoring** **Anywhere** **Type:** Consulting **Category:** Delivery Leader **Industry:** Financial Services **Workplace Type:** Remote **Reference ID:** JN -122025-104603… more
- Kestra Financial (Palo Alto, CA)
- …+ Provide exceptional ongoing account management to existing clients to ensure their financial success + Complete client fact finders and update financial ... manage both client and prospect workflow + Communicate client requests to the Financial Advisor. + Deepen client relationships and establish credibility… more
- Edward Jones (Irvine, CA)
- …members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have ... allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on...recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when… more
- PNC (San Francisco, CA)
- … opportunities by providing ideas and insights based on an understanding of the client 's needs and their financial well-being. Drives client engagement and ... Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking,… more
- Bank of America (San Francisco, CA)
- …+ Mentors and supports associates + Provides capital structure solutions **Skills:** + Client Solutions Advisory + Financial Analysis + Loan Structuring + Risk ... are guided by a common purpose to help make financial lives better through the power of every connection....best possible and optimally integrated strategic solution for the client or prospect. This role reports to the Commercial… more
- Bank of America (San Francisco, CA)
- …vertically, horizontally, and externally + Strong FinTech industry knowledge **Skills:** + Client Solutions Advisory + Financial Analysis + Loan Structuring + ... are guided by a common purpose to help make financial lives better through the power of every connection....best possible and optimally integrated strategic solution for the client or prospect. This role reports to the Commercial… more
- Citigroup (Sunnyvale, CA)
- …financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more
- Compass Group, North America (San Jose, CA)
- …services. The role oversees all aspects of the account, ensuring strong client partnerships and operational and financial performance. Schedule: Monday-Friday, ... services. * Proven success in food service management with strong operational, client service, and financial leadership. * Strong initiative, critical thinking,… more
- Columbia Bank (Santa Rosa, CA)
- …service goals and coach other team members to deepen customer relationships using Client and Business Financial Review. + Develops and maintains strong, ... ensuring day-to-day operational excellence in the branch, supervising, and leading the Client Service Specialists, and by providing Breakthrough Client Service.… more
- JPMorgan Chase (Los Angeles, CA)
- …strategic project work and more. Throughout your program timeline you will hone your financial and client -facing skills to build your career in the financial ... You are customer focused and enjoy learning about financial solutions for middle market clients. A role as a Commercial & Specialized Industries Banking/Treasury… more