- WTW (San Francisco, CA)
- …mid- and smaller-sized companies. + Support the development and implementation of new client strategies and solutions + Analyze and compare vendor products, ... close team environment + Passion for solving problems and sharing solutions to exceed client standards + Resourceful and creative; inquisitive + Sense of… more
- JPMorgan Chase (San Francisco, CA)
- …in the US Private Bank, you will provide integral daily support to Client Advisors in managing client relationships. Additionally, you will coordinate with ... confidential nature of Private Banking clients. **Job Responsibilities** + Support Client Advisors in Know-Your- Client documentation and processes and… more
- BMO Financial Group (Los Angeles, CA)
- …Markets platform using a sector ecosystem approach. Collaborates to generate creative, client -focused solutions to prospective and current clients. + Develops ... winning mandates. + Seeks to develop an understanding of client needs and outcomes. + Provides materials to support...on a business/group. + Thinks creatively and proposes new solutions . + Exercises judgment to identify, diagnose, and solve… 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 team. With ... markets, the firm manages a multi-billion dollar portfolio across a diverse client base, including financial intermediaries and institutional investors. This is a… more
- JPMorgan Chase (San Francisco, CA)
- …management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. ... platform, we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and...The Professional will provide support to team consisting of Client Advisors in all facets of daily business routine,… more
- Public Consulting Group (Sacramento, CA)
- Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human ... 1986, PCG employs approximately 2,000 professionals throughout the US-all committed to delivering solutions that change lives for the better. The firm is a member of… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …too at Jeffrey Abrams Company: Founded by pioneers in their field, my client is a privately-owned boutique investment manager that has specialized in the small ... a project-minded candidate to join our internal finance and client support team. This is a high-visibility role ideal...Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to… 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. This ... **Responsibilities:** + Acts timely, efficiently and independently, taking ownership of client satisfaction. + May include focused calling and pipeline management… more
- Public Consulting Group (Sacramento, CA)
- Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human ... 1986, PCG employs approximately 2,000 professionals throughout the US-all committed to delivering solutions that change lives for the better. The firm is a member of… more
- Anywhere Real Estate (Los Angeles, CA)
- …T&E / AP Disbursements and disburses in Oracle + Ensures compliance with all client and Cartus internal control procedures for US and Canada + Prepares financial ... team and between various departments including; A/P, Treasury, Closing Network, ORC, Client Billing, Corp Actg. + Participate in special projects as needed… more