- City National Bank (Irvine, 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
- Moss Adams LLP (San Francisco, CA)
- …to manage cash flow, and capital calls for private/direct investments + Prepare client financial reports and analysis, including supporting work papers and ... and accurately. Individuals in this role also proactively monitor a client 's financial situation to manage cash, support capital calls, and provide research… more
- Umpqua Bank (Rocklin, CA)
- …traditional solutions to achieve their banking needs. + Engage clients and prospects in client financial review(s) and business financial reviews to provide ... independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is… more
- Umpqua Bank (Auburn, CA)
- …responding to inquiries in a timely manner. + Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions ... and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best...Role:** The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client… more
- Veolia North America (Burlingame, 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
- Compass Group, North America (Sunnyvale, CA)
- …produces delicious, eye-appealing, and nutritious food, meeting both quality standards and client financial goals. The Executive Chef is responsible for ... programs, pastry production, and catering services, while adhering to the client 's culture and guidelines, health department regulations, and Bon Appetit Management… more
- KeyBank (CA)
- …matching the value proposition, and closing the deal + Thorough understanding of client financial and business operations + Knowledge and understanding of ... Key's product set. Sr. Payments Advisors serve as the client 's trusted advisor for cash management solutions to develop,...financial concepts, payment processing, commercial banking operations and supply… more
- Wells Fargo (Palo Alto, CA)
- …to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information ... client support experience + Administrative support experience in financial services + Experience interacting directly with customers + Intermediate Microsoft… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …/ Sr. Wealth Manager plays a pivotal role in managing and deepening client relationships, delivering comprehensive financial planning, and contributing to the ... regulatory standards and internal policies. + Maintain accurate documentation of client interactions, financial plans, and investment strategies. Compensation &… more
- CIBC (San Francisco, CA)
- …and wealth advisory services. + A collaborative approach to ensure seamless client service. + Strong financial acumen and relationship management skills ... Regular **Weekly Hours** 40 **Skills** Analytical Thinking, Business Development, Client Service, Financial Advising, Portfolio Management, Researching,… more