- Navy Federal Credit Union (Vacaville, CA)
- …appropriate mixture(s) of insurance/investment products and services to achieve the financial client 's goals as a registered representative/advisor/agent of Navy ... Overview To provide financial consulting services to assist members and non-members...needs and complexity + Provide investment industry expertise to client investment consultations and servicing of life insurance and… more
- JPMorgan Chase (San Francisco, CA)
- …a new book of business and demonstrate proven success in building trusted client relationships. + Solve complex financial challenges and present innovative ... At JPMorgan Private Client , we are devoted to providing distinguished experiences...advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities… more
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …returns. + Reviews, assesses and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and other materials ... Financial Advisors. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …team. In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. ... documentation, and ensuring smooth transitions. * Respond promptly and effectively to client inquiries, providing detailed information on financial products and… more
- Cognizant (San Francisco, CA)
- **Banking & Financial Services - Client Relationship Manager** **Associate Director** **Location: San Francisco/Bay Area** **Job Summary** The Client ... Relationship Manager will play a pivotal role in managing and nurturing client relationships within the Asset & Wealth Management domain. With a focus on project… more
- Huron Consulting Group (San Francisco, CA)
- … client lead, oversee project teams, and drive complex financial analyses from problem definition through executive-level recommendations. You will build ... within healthcare financial advisory while continuing to expand leadership and client impact. The firm provides the scale and exposure needed for meaningful… more
- City National Bank (Los Angeles, CA)
- … experience. Proactively communicate with clients about current conditions in the financial markets Ensure full client team is coordinated on communication. ... Risk Management, Credit Quality, and Compliance * Keep current on client 's financial information while ensuring that clients understand the solutions being… more
- Columbia Bank (Santa Rosa, CA)
- …asset management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth ... based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives. + Achieve client satisfaction and… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …to all aspects of wealth management. + Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic ... and meeting materials. + Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing,… more
- Bank of America (Aliso Viejo, 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