- Robert Half Finance & Accounting (Walnut Creek, CA)
- …+ 2+ years of experience in client service, preferably within wealth management or financial services. + Familiarity with broker- dealer platforms; experience ... Description Job Posting: Client Service Associate - Wealth Management A boutique wealth management firm located in the heart of Walnut Creek, CA, is seeking a… more
- Lincoln Financial (Sacramento, CA)
- …organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives supporting testing resources for the ... with others in a collaborative team environment * Demonstrated solid relationship management skills with internal clients (eg management , peers and colleagues).… more
- Hyundai Autoever America (Fountain Valley, CA)
- …+ SAP Sales: Production ordering, vehicle allocation, logistics, inventory management , wholesales to dealers, pricing, Monroney labels, Region/Company/Fleet Sales ... processing, wholesale/retail, cash draft, Interfaces with Dealer Portal/3rd party vendors/AS400/BW, EDW/Others. + Resolve/support daily operation issues, bug fixes,… more
- Sacramento Credit Union (Sacramento, CA)
- …of the Consumer Lending department including loan underwriting, documentation management , payment processing, collateral control functions, loan portfolio reporting, ... loan servicing fundamentals and the abilities to manage staff and provide management with loan portfolio performance and process measurement reporting in an accurate… more
- Lincoln Financial (Sacramento, CA)
- …Groups) Active Directory, Active Directory Certificate Services, and Forest-Domain-Trust management . This role will have exposure working with application and ... and emerging developments/trends, assesses the impact, and collaborates with senior management to incorporate new trends and developments in current and future… more
- Lincoln Financial (Sacramento, CA)
- …regulatory changes for life valuation, assess the impact, and collaborate with management to incorporate the findings into current and future strategies. *Introduce ... in the reserving/reporting process. *Collaborate and engage with key business/ management stakeholders to provide specialized expertise needed for the development… more
- Publicis Groupe (Los Angeles, CA)
- …of the world's high-worth brands, agency clients include Lexus, Lexus Dealer Association, Barclays, KB Home, Alarm.com, Marriott International Luxury Brands (The ... programmatic, analytics, creative) to deliver cohesive, integrated campaigns. **Client & Stakeholder Management ** + Serve as the senior client contact for all Paid… more
- Publicis Groupe (Los Angeles, CA)
- …of the world's high-worth brands, agency clients include Lexus, Lexus Dealer Association, Barclays, KB Home, Alarm.com, Marriott International Luxury Brands (The ... preparation, travel arrangements, meeting set-up, project assistance and vendor management . This entry-level position will support the Experiential Marketing… more
- Lincoln Financial (Sacramento, CA)
- …sales to address case issues and appeals, with little direction from underwriting management . * Negotiates more complex benefits & pricing on non-experienced rated & ... on current and emerging developments/trends, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future… more
- TopMark Funding LLC (CA)
- …business and origination sources + Execute timely follow-up and lead management + Creating and nurturing business relationships + Identify eligibility requirements ... sales and data using Salesforce.com + Proactively drive account management from application to funding + Review credit approvals...comparable experience at an F&I Department of an equipment dealer or the equipment finance department of a specialty… more