- Dignity Health (Ventura, CA)
- **Responsibilities** In keeping with the PHC philosophy the Financial Services Associate II serves as the liaison for patients and provides education to ... patients regarding insurance coverage and guidelines. The Financial Services Associate II will...pre-authorizations. PHC is committed to excellent patient care and service . We strive to develop cohesive teams where all… more
- Synchrony (Costa Mesa, CA)
- …services industry + Minimum five years' experience with Regulatory / Financial Reporting as a Financial Services business **Desired Characteristics:** ... + Oversee the process for preparation of applicable quarterly/annual Regulatory Financial Reports related to Synchrony, Synchrony...minimum ten years Accounting experience in the Banking or Financial Services industry or in lieu of… more
- Cherry Bekaert (Sacramento, CA)
- …project and financial reporting functions. + Coordinate with the Insurance Services Leader regarding client service project management, as appropriate. + ... Accounting Outsourcing) team, Consulting Managers, and the Insurance Industry Services Leader to provide accounting support, financial ... and support for our clients in the insurance, service and related industries. The Sr. Associate … more
- City National Bank (Los Angeles, CA)
- … RELATIONS ANALYST* WHAT IS THE OPPORTUNITY? Responsible for working with Associate Director ("AD") to coordinate end-to-end regulatory activity within CNB ... * Bachelor's Degree or equivalent * Minimum 5 years of experience working in financial Industry, preferably in a regulatory -facing role * Minimum 5 years of… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... Service Associate who is a motivated, detail...School Diploma or equivalent and five (5) years of financial services industry service experience.… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... Service Associate who is a motivated, detail...School Diploma or equivalent and five (5) years of financial services industry service experience,… more
- Raymond James Financial, Inc. (San Diego, CA)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... Service Associate who is a motivated, detail...12 months **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 65… more
- Raymond James Financial, Inc. (CA)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... Service Associate who is a motivated, detail...three (3) years experience in the financial services industry, preferably including related service experience.… more
- CIBC (San Francisco, CA)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions required ... also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable...while accommodating given priorities + Use of CRM and/or financial services platform for advisory business +… more
- MUFG (Los Angeles, CA)
- …Bankers is expanding nationally and seeking to hire a talented M&A Sell-side Associate to join our Industrials & Business Services Team. **Responsibilitie** ... (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association… more