- Robert Half Finance & Accounting (Walnut Creek, CA)
- …What We're Looking For + Bachelor's degree and 2+ years in client service (wealth management preferred) + Experience with broker- dealer platforms (LPL strongly ... a proven track record, committed to delivering personalized financial guidance and exceptional service . We're looking for a Client Service Associate who thrives… more
- City National Bank (Los Angeles, CA)
- …DO YOU NEED TO SUCCEED? *Required Qualifications** * Two to five years of Client Service or Operational experience at a Broker Dealer or in an investment ... by introducing and cross selling other financial products and services . Must be able to communicate effectively and professionally...experience preferred. * Two to five years of Client Service or Operational experience at a Broker Dealer… more
- Marathon Petroleum Corporation (Long Beach, CA)
- …minor - Business Administration, Management, Marketing, Supply Chain, Logistics, Finance or other related disciplines. Marketing: Corporate Office-based interns will ... a Territory Manager. The intern may travel to various customer offices or dealer gasoline locations with a Territory Manager, assist in prospecting for new… more
- CARMAX (Oxnard, CA)
- …Office Manager, this position is responsible for providing exceptional customer service in a fast paced, team-oriented environment through the facilitation of ... and auditing of paperwork associated with sales, and providing exceptional customer service by answering questions and handling incoming calls. **What you will do… more
- Lincoln Financial (Sacramento, CA)
- …expertise with strong communication skills to partner effectively with executives, HR, Finance and external vendors. **What you'll be doing** Deferred Compensation * ... compensation liabilities, providing insights and recommendations. * Working with the finance team, coordinate with the hedging programs for the deferred compensation… more
- Thompsons Auto Group (Placerville, CA)
- …we're on a mission to reclaim our spot as the #1 volume GMC dealer in Northern California. If you're a top-tier sales professional hungry for opportunity, we ... give you the tools to thrive through our in-house Dealer Academy and Mentorship Program . What You'll Do:...monthly sales goals. + Stay informed on vehicle specs, finance options, and dealership programs. + Follow up with… more
- Robert Half The Creative Group (Torrance, CA)
- …and overall digital experience through continuous improvement of systems, processes, and dealer -facing solutions. In this role, you'll serve as a key liaison between ... to the Product Owner. + Act as the business liaison for dealer and associate-facing Salesforce applications, supporting upgrades, enhancements, and maintenance. +… more
- Coinbase (Sacramento, CA)
- …in a financial services institution in the US (eg bank, e-money issuer, payment service firm, broker dealer / asset manager) or in a law firm supporting such ... of a small but highly experienced group of lawyers from a combination of traditional finance and fintech backgrounds. The role reports into the head of the team and… more
- Lincoln Financial (Sacramento, CA)
- …on General Account Invested Assets from an oversight role of external service providers. + Support strategic asset realignment across General Account portfolios on ... service provider managed accounting systems and across multiple custodians....we're looking for** _Must-Haves_ + 3-5+ Years experience in finance that is directly aligned to the specific responsibilities… more
- City National Bank (Los Angeles, CA)
- …and regulatory counsel to the Bank and its registered investment adviser, broker- dealer , and registered investment fund subsidiaries and affiliates with respect to ... wealth management products and services . * Support senior counsel in advising the Bank's...with internal and external counsel and cross-functional teams, including finance , tax, accounting, and compliance/risk to manage transactional matters… more