- 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
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …client service or operations role within a financial services firm (RIA, broker- dealer , custodian, or bank) + Strong communication and follow-through with a ... client-first mindset + High attention to detail and comfort working across systems and custodians + Proficiency in Microsoft Office; experience with CRM or portfolio reporting software is a plus + Eagerness to learn, take initiative, and grow within a… 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). Additionally, the position is responsible for maintaining and executing continuous monitoring program in accordance with audit methodology and taking into consideration industry… more
- Hendrick Automotive Company (Murrieta, CA)
- …products. Advanced ability to operate Finance and Insurance portion of Dealer Management System. Communication Skills: Ability to understand and follow instructions. ... Ability to communicate effectively with customers and company personnel. Strong interpersonal and persuasive selling skills. Attendance Expectations: The position requires regular and predictable attendance. Scheduled shifts may include evening hours,… more
- Crash Champions (San Gabriel, CA)
- …ADAS technician systems Calibration ASE Master Technician ICAR I-CAR Autel OPUS Dealership Dealer Car Cardaq Genesis Kia Hyundai Ford Honda Chevrolet Chevy Audi BMW ... Mercedes Tesla Rivian Subaru Lexus Mitsubishi Cadillac Nissan Porshe Jeep Mopar VW ODIS Protech Caliber Elitek Elite Mobile Auto Solutions Journeyman Technical **Responsibilities** + Deliver fast and accurate ATE service support to internal and external… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …years in client service (wealth management preferred) + Experience with broker- dealer platforms (LPL strongly preferred) + Strong communication skills and ... professional presence + Proficiency in Microsoft Office and CRM systems (Salesforce preferred) + Highly organized, reliable, and able to manage multiple priorities + Series 7 and 66 licenses are a plus, but not required Excited about this role? We'd love to… more
- Adecco US, Inc. (Fountain Valley, CA)
- …procedures for processing warranty claims; monitor such claims as received and coordinate dealer reimbursement from HMA and HMA reimbursement from HMC. . Manage and ... control parts accounts receivable interface to SAP system. . Participate in the monthly closing schedules including the preparation of required journal entries and reconciliation of the detail records to the general ledger control accounts. . Monitor the dual… more
- Envista Holdings Corporation (San Diego, CA)
- …needs, and secure profitable new business to meet quota. + Build advocacy with dealer partners to drive customer acquisition and growth in existing accounts. + Use ... CRM to properly manage sales opportunities within the territory. + Stay informed on products, technologies, and competitive activity to support sales and marketing efforts. + Manage assigned geographical territory within allocated expense budget. + Participate… 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
- Penske (Torrance, CA)
- …Assists the corporate Remarketing sales and management team (FSR's, Call Center, Dealer Manager, Sales Manager) with administrative duties relating to the sale of ... used vehicles, and the processes related to the RTC program. Support will be provided to coordinate the completion of pending transactions with retail, fleet, and wholesale customers via both phone & e-mail communication. Provides marketing support by mailing… more