- Robert Half Finance & Accounting (San Mateo, CA)
- …via LinkedIn or email for immediate consideration and additional info. Our client is a thriving RIA. They're dedicated to empowering clients, community, associates, ... gather data, create and present financial plans. + Collect and analyze client financial information. + Develop financial plans, investment policies, and portfolio… more
- CBRE (Sacramento, CA)
- …Design & Transformation, you will own the design and delivery of client -centric solutions across high-impact projects. You'll work closely with Fortune 500 clients, ... org constructs); distill findings into concise benchmarking reports that guide client investment and operating decisions + Facilitate partner interviews, design… more
- Nexstar Media Group (Sacramento, CA)
- …issues, and providing reporting support. You will work across departments to ensure client campaigns run smoothly and that sales teams have the tools and data ... by collecting campaign assets, traffic instructions, copy changes, and client approvals. + Troubleshoot campaign issues, track preempts/makegoods, and process… more
- Deloitte (Costa Mesa, CA)
- …HCM Solution Senior Consultant Are you passionate about delivering goals to your client that go above and beyond their expectations? The Deloitte HR Transformation ... which is one of the fastest growing in our portfolio . Working with our Global Payroll and Workforce Management...with a lens toward architecting a solution for the client , considering the technology stack of the platform(s) and… more
- Rincon Consultants (Ventura, CA)
- …our level of remote-work flexibility. Additionally, to promote in-person collaboration and client teaming, we prioritize hiring those who reside within 50 miles of ... excellence across all work products. Business Development + Participate in client outreach, proposal preparation, and cost/schedule development. + Help identify… more
- ThermoFisher Scientific (Foster City, CA)
- …of novel frameworks for clinical research through our PPD clinical research portfolio , our work spans laboratory, digital and decentralized clinical trial services. ... support, and technical troubleshooting, ensuring seamless integration of our solutions into client workflows. A key component of your role will involve using TFS's… more
- City National Bank (Irvine, CA)
- …and portfolio risk standards. * Performs financial reviews of client 's financial condition per Credit Policy guidelines including monitoring covenants and ... with the RM manage deal flow. * May attend client meetings at RM's request. * Completes all required...all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending Practices, Code of… more
- City National Bank (Los Angeles, CA)
- …experience is shared among team members. * Prepares departmental reports and other portfolio reporting as requested by management. * Complies fully with all Bank ... all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending Practices, Code of...along with understanding of high net worth and private client lending and retail loan products. * Thorough knowledge… more
- Zions Bancorporation (Sacramento, CA)
- …Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We ... for new and existing clients. + Develops, generates and follows-up on new client leads through existing clients and referrals from other bank departments. + Calls… more
- Citigroup (San Francisco, CA)
- …in this role will be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining ... suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team) + Leverage existing … more