- H&R Block (Novato, CA)
- …notified of any issues, concerns and solutions related to the maintenance of the client 's financial records. + Participates in meetings and training sessions to ... as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to...system and determines the best method to record the financial information, such as income, expenses, returned checks, bank… more
- M&T Bank (Los Angeles, CA)
- … Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client 's current financial situation, goals and objectives to determine ... business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring...solutions through the financial planning process. Prioritize short term and long term… more
- VaynerMedia (Los Angeles, CA)
- …new clients Financial acumen + business health + Responsible for understanding the financial health of the client business you lead, including financial ... making it come to life across the agency and client teams. You have your finger on the pulse...the integrated team leaders to drive results for the client , grow our business and make sure the honey… more
- Allied Universal (Pleasanton, CA)
- … client and employees + Coordinate necessary support services to effectively manage client site to meet or exceed financial and operational goals and provide ... part of the excitement! Allied Universal(R) is hiring a Client Account Manager. This position is responsible for the...the day-to-day event operations and staffing of an assigned client site + Manage a team of event supervisors… more
- Scotiabank (San Francisco, CA)
- …responsibility. At the early stages of their career, Associates focus on client presentations, financial modeling, industry and company research, and supervising ... is required to properly execute assignments. The complexity of clients' financial requirements combined with the highly competitive nature of the investment… more
- Robert Half Office Team (San Diego, CA)
- …Requirements Qualifications + 1+ year of experience in customer service, client services, or administrative support (insurance or financial services ... Description About the Company Our client , a well-established insurance organization, is seeking a...client , a well-established insurance organization, is seeking a Client Services Associate to support policyholders and internal teams… more
- SMX (Sacramento, CA)
- …training efforts to communicate and implement enhanced analytic capabilities. * Identify client financial analytic pain-points and propose solutions to address ... and business intelligence (BI) development team supporting our federal customer's financial dashboard and reporting system. This is an **exciting opportunity for… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …firm is seeking a Trader who is eager to gain exposure to successful Financial Advisors and Client Service Associates (CSAs) while developing toward an Advisor ... Description Jennifer Fukumae with Robert Half's Financial Services division is working with a well-established Registered Investment Advisor (RIA) firm in San Ramon,… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …gather data, create and present financial plans. + Collect and analyze client financial information. + Develop financial plans, investment policies, and ... email or LinkedIn for additional information or questions. Lead Financial Planner | Thriving RIA | Mountain View |...and monitor plans, coordinating with external advisors. + Prepare client communications and presentations. + Maintain client … more
- PNC (Merced, CA)
- …enabled interactions, providing solutions and advice oriented consultation that improves client financial well-being. Leads effective problem resolution, making ... consultative interactions with clients, and solutions that help them achieve financial well being. Creates a differentiated customer experience, making banking easy… more