- Lincoln Financial (Sacramento, CA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- Lincoln Financial (Sacramento, CA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- TEKsystems (Chino, CA)
- …skills - must be able to work independently with little supervision. Automotive or dealer experience is HUGE PLUS. Preferred but not required. Must be able to work ... with a team and on their own. Must be able to type 30WPM minimum Computer skills Previous customer service experience Experience Level Expert Level Pay and Benefits The pay range for this position is $20.00 - $20.50/hr. Eligibility requirements apply to some… more
- Lincoln Financial (Sacramento, CA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- City National Bank (Los Angeles, CA)
- …Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/ Dealer , Investment Banking activities for CNB's Capital Markets, Registered and ... Unregistered Fund Vehicles, Support Functions (Operations, Compliance, Risk)Thrives in a dynamic team-based environment, effectively manages ambiguity, works independently, exhibits innovative thinking with data analytics, robotic process automation and… 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 ... Ritz-Carlton Hotel Company, W Hotels, St. Regis Hotels and Resorts), Cathay Pacific Airways, Ste. Michelle Wine Estates, Wisk, Sparklight, Hewlett-Packard Enterprises, and Simplot. Team One has one-of-a-kind insight into affluent consumers across the globe. We… 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 ... Ritz-Carlton Hotel Company, W Hotels, St. Regis Hotels and Resorts), Cathay Pacific Airways, Ste. Michelle Wine Estates, Wisk, Sparklight, Hewlett-Packard Enterprises, and Simplot. Team One has one-of-a-kind insight into affluent consumers across the globe. We… more
- TEKsystems (San Diego, CA)
- …clients with the navigation while using various systems associated with the broker- dealer . * Maintain minimum call handling requirements and quality review scores ... while adhering to assigned work schedule. * You will utilize the CRM (Client Relationship Management) tool to accurately record each call. * Work independently within the team to assist callers without requiring outside help. * You will participate in… 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 ... Ritz-Carlton Hotel Company, W Hotels, St. Regis Hotels and Resorts), Cathay Pacific Airways, Ste. Michelle Wine Estates, Wisk, Sparklight, Hewlett-Packard Enterprises, and Simplot. Team One has one-of-a-kind insight into affluent consumers across the globe. We… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …preferably within wealth management or financial services. + Familiarity with broker- dealer platforms; experience with LPL is strongly preferred. + Strong ... communication skills and a professional demeanor. + Proficiency in Microsoft Office Suite and CRM systems (Salesforce preferred). + Highly organized with strong attention to detail. + Ability to multitask, prioritize, and manage client needs efficiently. +… more