- Bank of America (Westlake Village, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue the ... to make a career transition and follow their passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor… more
- CVS Health (Sacramento, CA)
- …and reconciliation deliverables ( client invoicing, service warranty) as well as client financial projects, initiatives and other financial matters ... new team being formed to address a current knowledge gap between the client and rebate/ financial and reporting operations. This team is a client facing group… more
- JPMorgan Chase (Los Angeles, CA)
- …providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client 's full financial picture. As part of a local team, you will ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to… more
- Robert Half Office Team (San Diego, CA)
- Description About the Company Our client , a reputable financial services organization, is seeking a Client Services Associate to support advisors and clients ... required forms and documentation + Accurately enter and update client and account information in CRM and financial... client and account information in CRM and financial systems + Prepare and distribute client … more
- WSP USA (Los Angeles, CA)
- …including accounting, budgeting, fiscal management, and forecasting. + Ensure compliance with financial regulations and the client 's policies. + Design the ... and managing stakeholder relationships. + Strategic Planning: The ability to align financial initiatives with the client 's long-term objectives is key. +… more
- Brink's (Sacramento, CA)
- …and we provide equal opportunity to participate and grow. Job Description Enterprise Client Partner - Financial Institutions (ECP-FI) As an Enterprise Client ... retail solutions, and ATM managed services. Our customers include financial institutions, retailers, government agencies, mints, jewelers, and other commercial… more
- Bank of America (Palo Alto, CA)
- …an impact. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with… more
- BMO Financial Group (Newport Beach, CA)
- …assigned as needed. **Qualifications:** + 2 - 3 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or ... + Must have client service experience + Must have the ability...- $82,800.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary… more
- BMO Financial Group (Newport Beach, CA)
- …as needed. **Qualifications:** + 3 - 5 years of relevant experience in Client Relationship, Financial Services, or Service Excellence in a Commercial Banking ... Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems promptly and effectively, while… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and coordinate with external professionals such as CPAs and attorneys. + Monitor client financial situations and assist in implementing planning and investment ... closely with an experienced advisor and gain hands-on exposure to comprehensive financial planning, investment analysis, and client strategy. This role offers… more