- WTW (San Francisco, CA)
- …or other work experience demonstrating increasing levels of complex work, autonomy, and client service skills + For Actuarial students: Successful completion of ... compliance and governance strategies. We also provide specialty consulting services including clinical/health management program design, pharmacy solutions, disability/absence… more
- JPMorgan Chase (Los Angeles, CA)
- …with the opportunity to take your career to the next level. As a National Client Fund Banker, you are responsible for advising Private Equity & Venture Capital Firms ... and re-introduce the capabilities of the Private Bank. National Client Fund Bankers are responsible for a large book...years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …privately-owned investment management firm is seeking a full-time Marketing & Client Service Associate to join its collaborative and high-performing ... markets, the firm manages a multi-billion dollar portfolio across a diverse client base, including financial intermediaries and institutional investors. This is a… more
- City National Bank (Los Angeles, CA)
- … services / banking industry * Minimum 1-2 year of operations management, client service management, documentation, or client training experience required ... systems for the Capital Market Operations within Business & Investment Services (B&IS). This function covers incumbent's responsibilities for operations relating to… more
- JPMorgan Chase (San Francisco, CA)
- …Management, Risk Management and Investor Support teams + Liaise with Operations and Client Service Specialist teams + Monitor exceptions and work with ... US Private Bank, you will provide integral daily support to Client Advisors in managing client relationships. Additionally, you will coordinate with a team of… more
- Public Consulting Group (Sacramento, CA)
- …staying well-informed about current industry issues. + A commitment to deliver exceptional client service . + Strong analytical skills, including the ability to ... and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000… more
- Public Consulting Group (Sacramento, CA)
- …and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 ... to serve the public better. We provide the full spectrum of technology consulting services to help state and local agencies meet operational and program needs that… more
- BMO Financial Group (Los Angeles, CA)
- …platform using a sector ecosystem approach. Collaborates to generate creative, client -focused solutions to prospective and current clients. + Develops written ... development, presentation, and winning mandates. + Seeks to develop an understanding of client needs and outcomes. + Provides materials to support an outstanding … more
- JPMorgan Chase (San Francisco, CA)
- …is a global wealth management leader that delivers the highest quality advice, service , capabilities and solutions to Ultra High Net Worth individuals and families ... the many challenges and complexities they face in the ever-evolving financial services space. **The Role** The Professional will provide support to team consisting… more
- BMO Financial Group (Los Angeles, CA)
- …support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. ... **Responsibilities:** + Acts timely, efficiently and independently, taking ownership of client satisfaction. + May include focused calling and pipeline management… more