- Generac Power Systems (Santa Monica, CA)
- …of managers, supervisors, and individual contributors who are responsible for ensuring Dealer satisfaction on all levels of business by providing highly technical ... phone troubleshooting, system diagnostics, warranty replacement parts, knowledge management content creation, for all Generac Clean Energy products. This position is… more
- JPMorgan Chase (Los Angeles, CA)
- The Private Client experience at JP Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is ... Private Client, marking the initial engagement of bank-only clients with Wealth Management . As a Vice President, Private Wealth Planner within JP Morgan Wealth… more
- Principal Financial Group (Modesto, CA)
- …new client accounts, managing account openings and asset movement requests with broker- dealer , and serving as a point of contact between financial professionals, ... account applications. Manage account openings and asset movement requests with broker dealer . + Utilize industry technology, such as Salesforce CRM and proprietary… more
- Lincoln Financial (Sacramento, CA)
- …at a Glance** We are excited to bring on a Specialist, Project Management Support to the Group Protection Portfolio Enablement Organization. The Specialist, Project ... Management Support will contribute to the execution of portfolio...put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial.… more
- JPMorgan Chase (Oakland, CA)
- …needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will be tasked with delivering exceptional client service, operational marketing, ... to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment… more
- JPMorgan Chase (San Francisco, CA)
- …meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to individuals and ... will be done with a consistent focus on relationship management , not portfolio management + Demonstrate a...offered through JP Morgan Securities LLC (JPMS), a registered broker- dealer and investment advisor, member of FINRA and SIPC.… more
- Robert Half Office Team (Berkeley, CA)
- …leadership, and customer service excellence. Responsibilities: * Supervise and guide the Dealer and Customer Service Team to ensure exceptional service delivery. * ... challenges. * Develop team capabilities to handle complex customer and dealer requirements effectively. * Drive process improvements to enhance efficiency and… 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 ... drive measurable business value. Key Responsibilities Business Analysis & Release Management (50%) + Identify opportunities to enhance business performance and… more
- CARMAX (Fairfield, CA)
- …auction, and appraisal process. These processes include responsibility for cash management , processing and auditing of paperwork associated with sales, and providing ... processing reassignments, and auditing completed paperwork + Processes auction sales, dealer registration, and/or appraisal lane purchases to include the collection… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements * Delivering a high-quality service experience during ... and written communication skills required to interact with credit union staff, management , and all member channels. Must possess sufficient manual dexterity to… more