- Wells Fargo (San Jose, CA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor(s) with sales, service and operational related activities such ... clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or… more
- City National Bank (Los Angeles, CA)
- …fund transactions for clients of City National Securities. Assist CNS brokerage clients and Retirement Services Clients with transactions and administrative support. ... WHAT WILL YOU DO? * Provide support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of … more
- Wells Fargo (Los Angeles, CA)
- …the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center associates + Act as a ... liaison between Market Leaders, Branch/Area Managers, the Brokerage Support team, and Client Associates in various aspects of operations, compliance, and technology… more
- JPMorgan Chase (San Diego, CA)
- …of Private Banking clients. **Job Responsibilities** + Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, ... reviewing brokerage trades - compare paper blotter to trade blotter...to learn proprietary software + Experience and interest in financial markets and concepts + Excellent interpersonal skills FEDERAL… more
- Anywhere Real Estate (San Francisco, CA)
- …Director, Mergers & Acquisitions **Location:** Remote **Reports To:** SVP Growth, M&A ** Company Overview:** **Anywhere Real Estate Inc.** (NYSE: HOUS) is a global ... executing acquisitions and investments across Anywhere's ecosystem-including franchise operations, brokerage businesses, and adjacent proptech opportunities. As a generalist,… more
- Anywhere Real Estate (San Diego, CA)
- …10/year), by assisting companies that have identified an interest in selling their company or acquiring other companies. This role is 100% remote and will require ... Spearhead affiliate growth and retention initiatives, ensuring alignment with the company 's overarching goals. + Identify and capitalize on opportunities for organic… more
- Wells Fargo (Palo Alto, CA)
- …work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry ... (https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor(s) with service and operational related activities such as… more
- TEKsystems (El Segundo, CA)
- …role-our ideal candidate brings a strong understanding of business processes within financial services, particularly in brokerage , wealth management, or advisory ... Wealth Management projects/operations/products is required. + Strong knowledge of the financial services industry, particularly in brokerage , wealth management,… more
- The Walt Disney Company (Rancho Mirage, CA)
- …system (eg, Salesforce) to track buyer engagement and follow-ups. **Mortgage Loan Brokerage Support** + Assist brokers in fulfilling mortgage obligations but cannot ... part of the compensation package, in addition to the full range of medical, financial , and/or other benefits, dependent on the level and position offered **Job ID:**… more
- CoStar Realty Information, Inc. (Irvine, CA)
- Sales Engineer II, Ten-X - Irvine, CA Job Description ** Company Overview** CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and residential ... are sold as scheduled. + Strive to improve the company Net Promoter Score (NPS) through timely communication, setting...performance report on a weekly basis with ownership and brokerage team, present updates on market feedback and pricing… more