- JPMorgan Chase (San Diego, 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
- 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
- JPMorgan Chase (San Francisco, CA)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you ... in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client... financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships,… 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
- 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
- CVS Health (Sacramento, CA)
- …and answering questions in a rapidly changing environment. + Experience reading client contracts and interpreting financial terms and schedules. + Ability ... with heart, each and every day. **Position Summary** As a Senior Analyst, Financial Operations - Performance Reporting, you will have responsibility for a full range… more
- Columbia Bank (Irvine, CA)
- …quality of loans and manages multifaceted asset management portfolios to meet complex client financial needs. This position requires expertise in simple to ... of all presentation and review materials. + Keep current on client 's financial information while ensuring that clients understand the solutions being provided.… more
- City National Bank (San Diego, CA)
- …& personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and ... on clients. * Personal & Business Financials - review financial statements to fully understand a client 's...review financial statements to fully understand a client 's financial health and advise accordingly. *… more