- Zions Bancorporation (Los Angeles, CA)
- …industry benchmarks. + Provide detailed reports and recommendations to improve client financial performance. + Oversee application processing, onboarding, and ... for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …development of less experienced team members. * Gain a comprehensive understanding of client financial , business, and family goals to deliver tailored tax ... contributing to the resolution process. * Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and… more
- Banc of California (Santa Ana, CA)
- …create condition lists, run due diligence reports and follow up + Review client audited/ interim financial statements and prepare a year-to-year comparison ... calculation of financial covenants. + Performs SOX controls validations against client trial balance report and nCino application + Prepare clients financial … more
- Bank of America (San Diego, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management… more
- ARAMARK (San Jose, CA)
- …statements for the district. Provide oversight and take ownership to deliver client and company financial targets using Aramark systems. Understand performance ... with a focus on growth, cost and productivity, leading people and delivering financial commitments. The key success measures of a Site District Manager include… more
- ARAMARK (Los Angeles, CA)
- …and waste removal functions within a healthcare facility to meet operating and financial goals, client objectives and customer needs Leadership * Overall ... * Develop programs (facilities, custodial, energy, grounds or maintenance) to meet client and customer demands and specifications Financial Performance * Build… more
- Towne Park (Los Angeles, CA)
- …guest confidentiality in accordance with HIPPA requirements. Maintains the security of client financial and identifying information. May not provide "lift" ... make an impact. When we see a customer, a client or one of our own team members smile,...appropriate places that are approved by manager and the client contact. Must be able to learn and remember… more
- Robert Half Office Team (San Diego, CA)
- …a reputable financial services company to identify a detail-oriented and client -focused Account Representative. This role serves as a key point of contact for ... Qualifications: + 2+ years of experience in customer service, account support, or client services ( financial services preferred) + Strong written and verbal… more
- Raymond James Financial, Inc. (Brea, CA)
- …and facilitate client meetings + Manage referrals effectively + Prepare financial reports, spreadsheets, and other materials for client meetings + Create ... markets, products, and industry regulations + Trading terminology + Financial planning software **Skill in** + Client ...+ Financial planning software **Skill in** + Client Relationship Management (CRM) software + Microsoft Office Suite… more
- JPMorgan Chase (Palo Alto, CA)
- … service and make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, ... Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through… more