- Robert Half Finance & Accounting (Orinda, CA)
- …update plans using industry-leading tools like Tamarac, MoneyGuidePro, Holistiplan, and Schwab Advisor Center + Support process improvements and special projects ... operations Requirements Who You Are: + 1-3 years of experience in financial planning support , paraplanning, or client service roles + Enrolled in or planning to… more
- BMO Financial Group (San Francisco, CA)
- …Collaborates to generate ideas, identify client solutions, pursue sector solutions that support growth and enhancement to returns, and deliver timely solutions. + ... of business. + Actively works with specialists as needed to support successful syndication, sales, credit swaps, credit insurance, originate-to-distribute and other… more
- Robert Half Office Team (San Diego, CA)
- …including executive support , family office services, investment operations, and client service . This role serves as a key liaison between the executive team, ... Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a wide range of… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …You'll work closely with financial advisors, investment and operations staff to support trading, reporting, and data integrity across client accounts. This position ... process improvements-while also collaborating across teams to ensure seamless client service . Key Responsibilities + Lead portfolio reporting, rebalancing, and trade… more
- Amazon (East Palo Alto, CA)
- …to build enduring relationships with these companies and establish yourself as a trusted advisor . As a member of the Generative AI Startups team, you will work ... startups to adopt the right architecture at each part of their lifecycle - Support startups in architecting scalable, reliable and secure solutions - Support … more
- Zoom (Santa Barbara, CA)
- …Business Applications team is looking for a Sr. Business Systems Analyst (BSA) to support our dynamic New Service Introduction (NSI) team. This position will ... The role seeks an experienced, driven self-starter with a 'can do' attitude to support NSI and Commerce Enablement initiatives. About the Team: The team focuses on… more
- Amazon (Mountain View, CA)
- …tailored to customer needs 2. Providing technical guidance and troubleshooting support throughout project delivery 3. Collaborating with stakeholders to gather ... requirements and propose effective migration strategies 4. Acting as a trusted advisor to customers on industry trends and emerging technologies 5. Sharing knowledge… more
- Kyndryl (Sacramento, CA)
- …sustained growth and profitability, managing margin expectations and backlog growth + Support the identification, pursuit and conversion of a pipeline of business ... and existing Kyndryl clientele, focusing on enhancing client HR, IT service management, collaboration, contact center, and employee experience functions across the… more
- Amazon (East Palo Alto, CA)
- …will build technical relationships with customers of all sizes and operate as their trusted advisor , ensuring they get the most out of the cloud at every stage of ... accounts to enterprise-level customers including public sector. The AWS Global Support team interacts with leading companies and believes that world-class … more
- Amazon (Santa Monica, CA)
- …their industries by positioning Amazon Web Services (AWS) as the Generative AI service provider of choice? Do you love building new strategic and data-driven ... AI solutions. You will leverage your consultative expertise to become a trusted advisor , guiding customers in embedding and deploying AWS Generative AI solutions to… more