- City National Bank (Los Angeles, CA)
- …with affluent and high net-worth client segments * Strong understanding of financial markets and all products and services applicable to high net worth ... Specialty Banking Relationship Managers and personal outreach efforts. Provides integrated financial services and advice to clients including: banking, credit,… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services . With a one-team approach, ... planning process. + Work closely with advisory, investment, and client services teams to gain exposure to...of wealth management. + Review and ensure completion of client financial documents, including balance sheets, cash… more
- Bank of America (Aliso Viejo, CA)
- …needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client 's unique priorities + Presents potential ... up to and including termination. **Responsibilities:** + Provides specialized and personalized service offering advice and guidance to financial center clients… more
- Columbia Bank (Irvine, CA)
- …quality of loans and manages multifaceted asset management portfolios to meet complex client financial needs. This position requires expertise in simple to ... trust and wealth transfer, credit, deposit and other appropriate services . + Manage relationships by leading the client...+ More than 10 years of experience in the financial services industry, required. + This position… more
- City National Bank (San Diego, CA)
- …as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings. Will have a ... personnel, corporate and bank clients demonstrating commitment to quality client service . * Maximize client ...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more
- KBF (CA)
- …size of the clients. This position is a management-level role with the expectation that client service is critical. This role will report to a Director of ... client -facing Controller at KBF within the Managed Accounting Services practice, you will be responsible for assisting clients...progress of projects, tasks, and associated budgets + Review client financial performance on a monthly basis… more
- Columbia Bank (San Rafael, CA)
- …Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help ... their banking needs. + Engage clients and prospects in client financial review(s) and business financial... service in alignment with the bank's Breakthrough Client Service Standards. + Primary associate in… more
- H&R Block (Cupertino, CA)
- Our Company An Acquisition Bookkeeper is responsible for recording and reporting financial information related to an H&R Block client 's business activity. ... taxes, and other reports, as needed. + Perform payroll services as requested by the business client ...concerns and solutions related to the maintenance of the client 's financial records. + Participates in meetings… more
- MUFG (Los Angeles, CA)
- …degree or have equivalent work experience is required + **Minimum one (1) year of client services work experience in Financial Services industry is ... more details. **Job Summary:** The Japanese Corporate Banking (JCB) Client Services Analyst's primary responsibility is to...and support the relationship manager to market JCB's full service and dedicated client service … more
- Columbia Bank (Copperopolis, CA)
- …for uncovering and originating consumer lending opportunities. + Provide excellent client service by providing immediate acknowledgement, identifying, and ... a timely manner. + Engage clients and prospects in client financial review(s) and business financial...and problem resolutions in alignment with the bank's Breakthrough Client Service Standards. + Opens Consumer and… more