- Compass Group, North America (San Mateo, CA)
- …good rapport with staff, client and guest and other departments + Manages financial acumen for all areas including financial reporting with sales reports P&L ... account in accordance with the approved budget while meeting client expectations. You will be expected to maintain excellent...and cash handling + Analyzes and creates trends for financial data + Manages purchasing and inventory controls +… more
- Robert Half Office Team (San Diego, CA)
- …Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a wide ... of responsibilities, including executive support, family office services, investment operations, and client service. This role serves as a key liaison between the… more
- HNTB (Santa Ana, CA)
- …employee-owners. This opportunity entails being responsible for maintaining project-related financial data in HNTB's project management system, ensuring alignment ... with current client contracts, including change orders, subconsultant agreements, and approved...maintaining awareness of project status, and proactively determining the financial data updates in response to project changes. +… more
- JPMorgan Chase (Sacramento, CA)
- …a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. ... you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a...identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio +… more
- Robert Half Finance & Accounting (City Of Industry, CA)
- …of Industry area is looking for a Controller to oversee and manage financial operations across multiple subsidiaries. This is a full-time, on-site opportunity with a ... trusted client of Robert Half, working in the manufacturing/construction industry....Role: This role plays a critical part in ensuring financial accuracy, compliance, and strategic insight across the organization.… more
- Robert Half Finance & Accounting (Torrance, CA)
- …direct all accounting operational functions, handle the accumulation and consolidation of financial data for internal and external financial statements, evaluate ... to manage self and others with urgency, practicality and accountability when providing client services. Candidates who are creative team players with a talent for… more
- JPMorgan Chase (San Francisco, CA)
- …management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to ... in JP Morgan Advisors, you will work in close partnership with the Financial Advisors in proposing, delivering, and executing solutions for clients; as well as… more
- Wells Fargo (San Francisco, CA)
- …+ Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources ... lock-in; analyze and offer mortgage loan products based on client needs + Review and analyze low to moderately...needs + Review and analyze low to moderately complex financial and credit data; match customer needs with an… more
- City National Bank (Beverly Hills, CA)
- …DESIGN ANALYST* WHAT IS THE OPPORTUNITY? Supports City National Rochdale (CNR) client teams in delivering investment analysis and financial planning materials ... high-net-worth and ultra-high-net-worth individuals and families. Provide analytical and financial support and expertise through technological tools and software.… more
- Lincoln Financial (Sacramento, CA)
- …Focus on retention of our existing clients by developing and maintaining client satisfaction through relationship building + Collaborating with internal partners to ... challenges + Exploring, participating in and leading organizational and client projects and initiatives + Educating clients and implementing...volume **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful… more