- Eliassen Group (Sacramento, CA)
- …http://careers.eliassen.com/NHW2eM + Description + Recommended Jobs **Description:** **100% Remote** Our client is seeking an experienced Financial Data Engineer ... role focused on data modeling, ETL pipeline design, and delivering high-quality, reliable financial data products. _Due to client requirement, applicants must be… more
- Columbia Bank (San Rafael, CA)
- …traditional solutions to achieve their banking needs. + Engage clients and prospects in client financial review(s) and business financial reviews to provide ... **About the Role:** Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing… more
- H&R Block (Cupertino, CA)
- Our Company An Acquisition Bookkeeper is responsible for recording and reporting financial information related to an H&R Block client 's business activity. ... any issues, concerns and solutions related to the maintenance of the client 's financial records. + Participates in meetings and training sessions to continuously… more
- Veolia North America (Hollister, CA)
- …and company policies. + Identify and justify capital expenditures partnering directly with the client . + Financial Management : + Monitor project's financial ... requirements, and feedback to incorporate into project deliverables. Administer client contracts to ensure compliance, customer satisfaction, and prompt… more
- KBF (CA)
- …technical matters, progress of projects, tasks, and associated budgets + Review client financial performance on a monthly basis and make recommendations ... a key role in launching and building a new client market for KBF, helping to drive growth in...analysis over cost accounting and other critical areas, maintaining financial records for various clients, assisting with internal budgets… more
- Columbia Bank (Napa, CA)
- …responding to inquiries in a timely manner. + Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions ... Role:** The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client... client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand… more
- Robert Half Office Team (Los Angeles, CA)
- …staff, including paperwork and system access Maintain strict confidentiality of client financial , tax, and personal information Requirements administrative or ... maintain client files, tax returns, engagement letters, and confidential financial documents Support CPAs and accounting staff with administrative tasks related… more
- MUFG (Los Angeles, CA)
- …products as well as the financial market conditions. + Work with Transaction Banking Client delivery team to follow up with the client to address any issues. ... experience is required + **Minimum one (1) year of client services work experience in Financial Services industry is required** + Prior experience in corporate… more
- Bank of America (San Francisco, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily… more
- Compass Group, North America (Costa Mesa, CA)
- …Services. * Assist managers and directors with preparing business reviews and client financial presentations. **Technology & Systems** * Utilize Microsoft Excel, ... and Outlook. * Strong communication skills, including the ability to create client -facing presentations and clearly explain financial information. * Ability to… more