- PNC (Temecula, CA)
- …enabled interactions, providing solutions and advice oriented consultation that improves client financial well-being. Leads effective problem resolution, making ... consultative interactions with clients, and solutions that help them achieve financial well being. Creates a differentiated customer experience, making banking easy… more
- Bank of America (San Diego, CA)
- …industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products **Key Qualifications for the ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Citigroup (Los Altos Hills, CA)
- …and maintaining branch vault cash + Identify referral opportunities for new products and services based on client 's financial goals + Educate clients on ... assisting with the execution of branch activities, including day-to-day delivery of client -facing services and processing transactions, in coordination with the… more
- SolomonEdwards (Sacramento, CA)
- …Us** SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full- service professional services firm offering financial , operational, and technology consulting and ... committed, and collaborative individuals who can help us deliver exceptional client service . For more information, visit **SolomonEdwards** **Position Summary:**… more
- City National Bank (Los Angeles, CA)
- …WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS Investment Advisory Program and ... client relationships by introducing and cross selling other financial products and services . Must be able...SUCCEED? *Required Qualifications** * Two to five years of Client Service or Operational experience at a… more
- Cushman & Wakefield (San Francisco, CA)
- …RESPONSIBILITIES** + Lead coordination, delivery and quality assurance of all C&W account services and adherence to the client 's real estate standards of ... all areas of operational activities and maintenance of effective relationships with key client contacts + Develop financial plans and specific goals for cost… more
- CBRE (Sacramento, CA)
- …and controls. **What You'll Do:** + Complete accounting transactions in preparation of client financial statement packages. + Compose and post journal entries ... Sr Finance Analyst Job ID 249346 Posted 01-Dec-2025 Service line GWS Segment Role type Full-time Areas...to prepare, evaluate, maintain, and deliver complete and accurate financial reports as related to the WPE segment of… more
- BMO Financial Group (Berkeley, CA)
- …field of study preferred, not required. + 7+ years of experience in a financial services organization with knowledge of banking products, services , pricing, ... and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that… more
- Zions Bancorporation (Los Angeles, CA)
- …environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and ... industry benchmarks. + Provide detailed reports and recommendations to improve client financial performance. + Oversee application processing, onboarding, and… more
- 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...client concerns + Provide every referral source and client with the best client service… more
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