- City National Bank (Los Angeles, CA)
- *REGULATORY ASSOCIATE, IN-BUSINESS CLIENT SERVICE & OPERATIONS RISK & CONTROLS* WHAT IS THE OPPORTUNITY? This position will work directly with the City National ... assist in identifying, monitoring and mitigating operational and regulatory risks within Client Service & Operations .The role will support corporate governance… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …via LinkedIn or email for additional info and immediate consideration. Requirements + 7+ in client service or operations at an RIA + Proven leadership and team ... Robert Half Finance & Accounting is recruiting for a Client Services Manager/Director at a Wealth Management Firm. This...based in San Francisco with a Hybrid schedule. Our client , a respected SEC-registered RIA managing ~$2 billion in… more
- Paramount (Los Angeles, CA)
- …leave a positive mark on culture. Position Overview: The Coordinator supports Global Client Servicing (GCD) operations with a focus on localization, reporting, ... specifications. Reporting Consolidation: + Assist in the preparation of monthly operations reporting, including tracking missed deliveries by region. + Support… more
- Ensono (Los Angeles, CA)
- Operations Client HiringRemote - United States81 This posting is for applicants coming to Ensono to support specific client projects. If you're a general ... and work-life balance. Positions that are not required to be onsite to support a client may offer the ability to work remotely or hybrid at an Ensono office… more
- City National Bank (Los Angeles, CA)
- * Client Servicing Manager Division Operations - Private Bank* WHAT IS THE OPPORTUNITY? Incumbents in this position act strategically to guide the Private Bank ... or related fields. * Minimum 5 years management experience in bank operations / client servicing. *Skills and Knowledge* * Demonstrated comprehensive knowledge of… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …of Broadridge clients. In addition, we are the 24/7/365 support for Broadridges Client Relations teams (Account Management) across the country. When issues arise, a ... Client Ops Rep will evaluate the situation, review escalation...procedures, and communicate directly to Account Management and/or the client . We are made up of high performing teams… more
- BMO Financial Group (Sacramento, CA)
- …years within Wealth Management, Family Office, RIA Firms with past operations or support knowledge.** Gathers and analyzes investment performance data, communicates ... results to clients, pension consultants, and management. Verifies fund result accuracy, monitors trends, and reviews and recommends benchmarks and/or peer groups for evaluating investment performance. + Supports the execution of strategic initiatives in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …partner closely with advisors, custodians, and internal systems to ensure smooth and accurate client operations . This is a high-impact role with room to grow, ... Requirements What You Bring + 2-3 years of experience in a client service or operations role within a financial services firm (RIA, broker-dealer, custodian, or… more
- Datavant (Sacramento, CA)
- …collaborate with Datavant teams to escalate and create solutions. + Own client operations project management processes, tools, reference materials, and ... realize our bold vision for healthcare. The Director of Client Success will report to the VP of ...needs and organizational goals. + Partner with the coding operations , coding quality, data integration, product, and engineering teams… more
- WTW (Los Angeles, CA)
- …of all service delivery (GSD) + Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations + Gather and receive all client ... **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty… more