- Rock Family of Companies (CA)
- …or refinance process and how to better manage their mortgage + Evaluate client financial status and documents including their credit, employment, income, assets ... obtain real estate financing that meets their personal and financial goals + Represent the Rocket brand in various...client concerns + Provide every referral source and client with the best client service… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …+ Bachelor's degree required. + 2+ years of experience in client service , preferably within wealth management or financial services . + Familiarity ... inquiries and provide support across a range of financial services . + Facilitate smooth onboarding for...+ Commitment to punctuality, reliability, and client -first service . Preferred Skills + Experience in a financial… more
- Citigroup (Los Angeles, CA)
- …the competitive landscape. The Relationship Manager is adept at understanding a client 's financial performance and participates actively in the credit ... clients and deliver the global Citi platform to the client , drive out-sized wallet capture, and exceed return hurdles....and an ability to quickly learn new products and services + Demonstrates an expert level of Early Warning… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Wealth Manager Position Overview: The Wealth Manager is responsible for managing client relationships, delivering financial planning services , and supporting ... and Senior Managers who are passionate about delivering exceptional client service and embody the firm's "Wealth...a trusted advisor to high-net-worth clients. + Deliver tailored financial planning and investment advisory services . +… more
- ARAMARK (San Francisco, CA)
- …statements for the district. Provide oversight and take ownership to deliver client and company financial targets using Aramark systems. Understand performance ... with a focus on growth, cost and productivity, leading people and delivering financial commitments. The key success measures of a Site District Manager include… more
- Grant Thornton (Newport Beach, CA)
- …our world-class audit technology to work collaboratively, solve smarter, and improve the client 's overall financial reporting process. From day one, you'll be ... As an Audit Senior Associate, you'll listen to learn about your client 's operations, processes, business objectives, and risks, and apply that knowledge to enhance… more
- Acosta Group (Garden Grove, CA)
- …The Business Manager Assistant will be responsible for customer forms creation, client financial tools, trade spend reconciliation, order and claims alerts, ... Contract generation via customer portals, Acosta Sprint, Acosta Relay and Excel. + Client Financial Tools - Creating customer events and maintenance as required.… more
- ARAMARK (Los Angeles, CA)
- …on results orientation. + Researching and obtaining market awareness of industry and client . + Financial and technical acumen in understanding needs and ... Teams in developing overall sales strategies within Aramark?s Facilities Service offerings. These include custodial, grounds and landscaping, and operations… more
- Bank of America (San Diego, CA)
- …cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching teams to deliver a modern, digital first ... in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team,… more
- Charles River Laboratories (San Diego, CA)
- …talent management and succession planning. + Assist management with site forecasting, budget planning, client services and financial impact of client ... strong organizational skills to manage multiple tasks, prioritize effectively, and ensure that client service operations run smoothly. + Serve to support key… more