- TEKsystems (San Diego, CA)
- Description Seeking a Client Support Associate for a financial services organization in El Segundo or San Diego, CA. This individual will deliver world class ... assigned work schedule. * You will utilize the CRM ( Client Relationship Management) tool to accurately record each call....internally and externally. * Show an understanding of the financial services industry and our role in it. *… 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
- City National Bank (Los Angeles, CA)
- …Performs quarterly Problem Loan reporting for Criticized / Classified credits including: financial reviews of client 's financial condition including ... ("CRR") is submitted. WHAT WILL YOU DO? * Reviews loan requests, historical financial information, cash flow projections and third party reporting (eg, Quality of… more
- American Express Global Business Travel (Sacramento, CA)
- …communication with client to ensure understanding of expectations and client satisfaction. ** Financial Management** + Strategize with operations leadership ... teams' sourcing and planning tasks for assigned programs, provides client and team support, conducts team trainings, and manages...to analyze, forecast, implement, and run financial and operational measures to track results and ensure… more
- BMO Financial Group (San Francisco, CA)
- …with internal/external stakeholders. + Ensures alignment between stakeholders. + Creates financial models to analyze client portfolios and anticipate ... client needs. + Uses financial analysis to proactively identify opportunities to cross-sell. +...technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables. +… more
- Bank of America (Newport Beach, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure...+ Monitor advisor and client activity including financial transactions to ensure compliance with firm and regulatory… more
- Citigroup (Diamond Bar, CA)
- …cash + Identify referral opportunities for new products and services based on client 's financial goals + Educate clients on digital and self-service ... with the execution of branch activities, including day-to-day delivery of client -facing services and processing transactions, in coordination with the Customer… more
- Citigroup (San Jose, CA)
- …cash + Identify referral opportunities for new products and services based on client 's financial goals + Educate clients on digital and self-service ... with the execution of branch activities, including day-to-day delivery of client -facing services and processing transactions, in coordination with the Customer… more
- WTW (Los Angeles, CA)
- …Health and Benefits Financial /Actuarial Director, you will serve as the financial lead for large, complex client assignments. You'll leverage your experience ... H&B intellectual capital. + Communicates and delivers complex concepts and financial /actuarial/analytic results to effectively drive client action and improve… more
- JPMorgan Chase (San Francisco, CA)
- …sound credit decisions. Analysis is based on property operating statements, rent rolls, client 's financial balance sheet, schedule of real estate owned and ... + Completing credit actions (annual family credit reviews) which summarizes the financial analysis completed on a client 's portfolio, including recommendations… more