- Bank of America (Los Angeles, CA)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …/ Sr. Wealth Manager plays a pivotal role in managing and deepening client relationships, delivering comprehensive financial planning, and contributing to the ... proactive, high-touch service aligned with the firm's holistic wealth philosophy. Financial Planning & Investment Advisory + Develop and implement financial … more
- Fiserv (Sacramento, CA)
- …efforts to expand and elevate Fiserv's market share and presence in the financial services industry. Assigned to sell core account processing products within ... skills to establish rapport. + In-depth knowledge of Fiserv's solutions and client financial metrics to implement selling strategies. **Perks at Work:**… more
- Moss Adams LLP (El Segundo, CA)
- …journal entries independently using discretion and independent judgment + Prepare client financial reports and analysis, including supporting work papers ... and schedules + Analyze client financial trends and recommend action to...positive change + Respond to inquiries from clients' outside service team members \(CPAs, Attorneys, et al\) + Collaborate… more
- Banc of California (Santa Ana, CA)
- …diploma required. College degree is preferred. + Minimum 6 months client service experience. + Prior banking or financial services industry experience ... First point of contact for branch escalation, research, and account opening questions. Client services agents may also provide communication for wires and… more
- City National Bank (Los Angeles, CA)
- …commercial credit required. * Minimum 10 years of experience in a banking or financial services environment required. * Completion of credit training program is ... information provided by the Relationship Manager. * Performs quarterly financial reviews of client 's financial ...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more
- M&T Bank (Costa Mesa, CA)
- …strategies to grow client base .Promote and sell the full array of financial services distributed by the Company to current and new clients. + Coordinates ... Private Banking, Investment Advisors and Fiduciary Advisors to assess client 's current financial situation, goals and objectives...a minimum of 9 years' sales experience in the financial services industry, or in lieu of… more
- TEKsystems (San Diego, CA)
- Description Seeking a Client Support Associate for a financial services organization in El Segundo or San Diego, CA. This individual will deliver world class ... customer service and handle complex and escalated issued from representatives...internally and externally. * Show an understanding of the financial services industry and our role in… more
- Scotiabank (San Francisco, CA)
- …responsibility. At the early stages of their career, Associates focus on client presentations, financial modeling, industry and company research, and supervising ... a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our… more
- City National Bank (Los Angeles, CA)
- …cash flow loans. * Minimum 3 years of experience in a banking or financial services environment required *Additional Qualifications* * College degree in Business ... Problem Loan reporting for Criticized / Classified credits including: financial reviews of client 's financial ...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more