- HUB International (Sacramento, CA)
- …The Account Executive may work with other members of the client service team, involving assigned individuals appropriately in service -related activities in ... risk control staff, including a detailed familiarity with each carrier's products and services in support of assigned clients. * Directly oversee and coordinate the… more
- JPMorgan Chase (Oceanside, CA)
- …conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of America's households and ... Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all...to make a real difference by introducing clients to self- service options that simplify their banking experience and by… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …(eg, CFP(R), CFA, CPA, JD, EA, Master's, PhD). + 5-10+ years of experience in financial services , with 5+ years advising clients directly. + Series 65 license ... Description A values-driven boutique financial advisory firm is seeking an experienced and...for a experienced advisor who thrives in a collaborative, service -oriented environment and is passionate about making a meaningful… more
- JPMorgan Chase (San Francisco, CA)
- …to help clients with the many challenges and complexities they face in the ever evolving financial services space. **What you can Expect** You will be part of a ... is a global wealth management leader that delivers the highest quality advice, service , capabilities and solutions to Ultra High Net Worth individuals and families… more
- NBC Universal (Universal City, CA)
- …Stations, Bravo, USA Network, and Peacock, our premium ad-supported streaming service . We produce and distribute premier filmed entertainment and programming through ... FP&A Director will be a key member of the preparation of various Studio financial presentations and pitches across the NBCU enterprise, and will work closely with … more
- Southern Glazer's Wine and Spirits (Union City, CA)
- …analysis, accounting, forecasts, and budgets. This role will produce financial reports, maintain accounting records, and control budgets. **Primary ... Responsibilities** + Direct and coordinate company financial planning and budget management functions + Provide the...+ Oversee non-trade Accounts Payable as well as Inventory Services + Oversee Accounts Receivable non-trade (Supplier billing) and… more
- Volunteers of America Los Angeles (Los Angeles, CA)
- …Part of a multi-disciplinary team that provides case management, housing referral, financial counseling and benefits services . DUTIES AND RESPONSIBILITIES + ... housing, educational, and health information, as appropriate, to develop an Individual Service Plan + Coordinates follow-up services with case management team;… more
- BMO Financial Group (Larkspur, CA)
- …privacy, and act in their best interest. + Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment ... Delivers exceptional service to BMO customers and prospects. Identifies customer...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of… more
- Robert Half Accountemps (Santa Barbara, CA)
- …Analyze recorded services for accuracy, including provider, funder, rate, and service data, and provide feedback to program managers. * Collaborate with program ... We are looking for a detail-oriented Accounts Receivable Clerk to manage financial transactions and ensure revenue accuracy for our organization. This long-term… more
- Allied Universal (Stockton, CA)
- Allied Universal(R), North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a ... relationships with enterprise clients and Allied Universal's branch teams, ensuring service level delivery and customer satisfaction through in person and virtual… more