- JPMorgan Chase (San Francisco, CA)
- You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an ... of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing … more
- Citigroup (Palo Alto, CA)
- …years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage relationships both internal ... product offerings + Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and… more
- Equitable (Los Angeles, CA)
- …, demonstrating how these solutions can be tailored to meet their unique needs + ** Client Service and Implementation** : Analyze and organize client data, ... Wealth Management Associate - Retirement Benefits Group - CA, Los...balance and champion limitless income potential! **Role Highlights** + ** Client Engagement** : Cultivate and expand your network within… more
- BrightView (Sacramento, CA)
- …in branch meetings and assist Senior Account Manager in overall leadership of Client Service Team + Maintain satisfactory Accounts Receivable levels. + ... role builds and sustains long-term relationships, focusing on both client retention and ancillary sales. The Associate ...portfolio + Identify and pursue opportunities to sell ancillary services . + Generate referrals from existing client … more
- Banc of California (Camarillo, CA)
- …**WHAT YOU'LL BRING** + 3-5 years of experience in the banking and/or financial services industry required. + Bachelor's Degree and/or relevant work experience ... a broad range of loan and deposit products and services , with full- service branches throughout California and...Intent for Borrower execution. + Interface with the prospective client , if directed, to collect all necessary financial… more
- AMA Group (El Segundo, CA)
- **Description** **Title:** Senior Associate (Design Project Manager) **Trade:** Electrical **Level:** 10-12 **Reports To:** Group Leader **Position Overview:** AMA ... Group is looking for an Electrical Senior Associate , Project Manager who will be considered a highly...to small, providing technical leadership. This position will be client interfacing and responsible for all facets of product… more
- Cherry Bekaert (Sacramento, CA)
- …+ Ability to prioritize tasks and work efficiently on highly analytical tasks + Superior client service focus + Ability to travel up to 15% **What we offer ... discipline + A minimum of 3 years of progressive experience in a client facing professional services environment; demonstrated experience or completion of a… more
- Cherry Bekaert (Los Angeles, CA)
- …support of a strong leadership team and professional peers committed to providing high-quality client service . Day to day tasks will include assessing the design ... to join our team providing internal audit, regulatory compliance and risk management services to banks and financial institutions. As the level of regulatory… more
- JPMorgan Chase (Irvine, CA)
- Are you client focused and enjoy building relationships? Join the team helping to support US Headquartered companies with their international business needs! As an ... International Sales Associate within our dynamic team, you will play a critical role in our growth strategy. You will assist the International Payments Specialists… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and acquisitions (M& A) projects, providing financial and accounting due diligence services to a diverse client base that includes private equity firms, ... Description Senior Associate - Financial Due Diligence A...+ Develop advanced Excel models and deliverables. + Prepare client -ready presentations using PowerPoint. + Manage multiple projects simultaneously… more