- WSP USA (Los Angeles, CA)
- …WSP values experienced transportation professionals and is seeking a Fare Payments Financial Services Manager to bring expertise in managing financial ... including accounting, budgeting, fiscal management, and forecasting. + Ensure compliance with financial regulations and the client 's policies. + Design the … more
- JPMorgan Chase (Los Angeles, CA)
- …**Required qualifications, capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net ... found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx Employer Description Chase is a leading financial services firm, helping nearly half of… more
- Robert Half Office Team (San Diego, CA)
- Description Our financial management organization is seeking a proactive, customer-focused Client Services Associate to join our team. This role offers the ... into CRM and portfolio management systems. + Help resolve client service issues and escalate as necessary....and administrative tasks. Requirements Requirements: + Previous experience in client services , financial services… more
- Brink's (Sacramento, CA)
- …business strategy, and experience in negotiations + Experience working in or with financial services companies preferred, including at a retail commercial bank ... cash and valuables management, digital retail solutions, and ATM managed services . Our customers include financial institutions, retailers, government agencies,… more
- Bank of America (Palo Alto, CA)
- …us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …agendas, tax research, portfolio reviews, and scenario modeling. + Continuously monitor client financial profiles with accuracy, attention to detail, and ... financial planning and applying that knowledge directly to client families. Over time, this position offers the potential...plans. Requirements + 4+ years of professional experience in Financial Services , ideally with consulting exposure. +… more
- BMO Financial Group (City Of Industry, CA)
- …**Qualifications:** + 2 - 3 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking ... enhancement opportunities are identified and addressed or referred to during client service interactions. **Responsibilities:** + Handles transactional requests,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …collaborate with external professionals including CPAs and estate attorneys. + Monitor client financial situations and help implement planning and investment ... with your long‑term career goals. Key Qualifications + Experience: 4+ years in financial services ; consulting experience is highly valued. Candidates with RIA or… more
- Bank of America (Irvine, CA)
- …**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… 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 ... and monitor plans, coordinating with external advisors. + Prepare client communications and presentations. + Maintain client ...Michelle is a Permanent Placement Recruiter at Robert Half Financial Services . Happy to connect even if… more
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