- Rock Family of Companies (CA)
- …or refinance process and how to better manage their mortgage + Evaluate client financial status and documents including their credit, employment, income, assets ... obtain real estate financing that meets their personal and financial goals + Represent the Rocket brand in various...loan process from application to closing including resolving any client concerns + Provide every referral source and … more
- Sodexo (Laguna Woods, CA)
- …trusted adviser with a customer service focus. + work to achieve company and client financial targets and goals. + ensure compliance to food safety, sanitation, ... as a high-level customer service approach with the residents and client ; + have strong financial acumen and experience managing a food service operations budget.… more
- BMO Financial Group (Modesto, CA)
- …and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that ... expertise, technology and resources. + Acts as the primary client contact to uncover financial needs and...as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with… more
- Cushman & Wakefield (Los Angeles, CA)
- …all areas of operational activities and maintenance of effective relationships with key client contacts * Develop financial plans and specific goals for cost ... of all C&W account services and adherence to the client 's real estate standards of performance and needs *...capital planning, cash flow management and production of monthly financial reports to ensure accuracy and completeness and confirm… more
- Citigroup (Los Angeles, CA)
- …the competitive landscape. The Relationship Manager is adept at understanding a client 's financial performance and participates actively in the credit ... develop dialogue with clients and deliver the global Citi platform to the client , drive out-sized wallet capture, and exceed return hurdles. This individual should… more
- Umpqua Bank (Irvine, CA)
- …as necessary. Send various forms to clients as requested and required. + Assist Financial Advisor with client support and time management. + Process confidential ... department mail & processing checks and securities. + Maintain client and mailing database. Update Financial Advisor's...+ Maintain client and mailing database. Update Financial Advisor's calendar. + Service clients through researching and… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Manager Position Overview: The Wealth Manager is responsible for managing client relationships, delivering financial planning services, and supporting business ... responsibilities. Key Responsibilities: + Independently source, close, and manage high-value client relationships. + Deliver comprehensive financial planning and… more
- Acosta Group (Garden Grove, CA)
- …The Business Manager Assistant will be responsible for customer forms creation, client financial tools, trade spend reconciliation, order and claims alerts, ... generation via customer portals, Acosta Sprint, Acosta Relay and Excel. + Client Financial Tools - Creating customer events and maintenance as required. + Trade… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …ensuring timeliness and accuracy. * Prepare and present Excel worksheets containing client financial data analysis, such as broker analysis and construction, ... and all accounts are balanced. * Assist in generating financial statements on a monthly and quarterly basis to...or investment history spreadsheets. * Generate and update client cash reports for monthly client deliverables… more
- Grant Thornton (Newport Beach, CA)
- …our world-class audit technology to work collaboratively, solve smarter, and improve the client 's overall financial reporting process. From day one, you'll be ... As an Audit Senior Associate, you'll listen to learn about your client 's operations, processes, business objectives, and risks, and apply that knowledge to enhance… more