- JPMorgan Chase (El Segundo, CA)
- …and concepts + Excellent interpersonal skills JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage Alternatives… more
- BMO Financial Group (San Ramon, CA)
- …ensure client expectations are met or exceeded. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to achieve business objectives. + ... Recommends and implements solutions based on analysis of issues and implications for...for internal/external stakeholders. + Participates in the development of financial models and other analytical tools to assist clients… more
- Clay Lacy Aviation (Van Nuys, CA)
- …providing strategic counsel and documentation to mitigate legal and financial exposure. + Ensure seamless year-end processing, including W-2/1099 distribution, ... usability. + Serve as a trusted thought partner in financial , legal, and technology matters, shaping systems architecture and...strategies and self-service tools. + Serve as a key advisor in resolving complex employee benefit issues, appeals, and… more
- Jet Aviation (CA)
- …and usability. + Serve as a trusted thought partner in financial , legal, and technology matters, shaping systems architecture and decision-making frameworks ... providing strategic counsel and documentation to mitigate legal and financial exposure. + Ensure seamless year-end processing, including W-2/1099 distribution,… more
- Huron Consulting Group (Los Angeles, CA)
- …and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA) The estimated base salary range for this job is ... create your future. Huron's Restructuring & Turnaround team provides comprehensive solutions to companies and their management teams, lenders, other creditors and… more
- Wolters Kluwer (CA)
- …that knowledge into intuitive, enterprise-scale CCH(R) Tagetik performance management software solutions that drive business results. With over 180 years' experience ... Performance Management Software & CPM Solution | Wolters Kluwer (https://www.wolterskluwer.com/en/ solutions /cch-tagetik)** **What We Offer: ** The Associate Director, Sales… more
- Bank of America (Walnut Creek, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Sumitomo Pharma (San Francisco, CA)
- …to deliver strategic sourcing, contract management, supplier market intelligence, financial productivity, supplier performance management, and risk mitigation. The ... success. This individual will continually seek out opportunities to be a proactive advisor to the business, while maintaining deep knowledge and expertise in the… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …at Robert Half Finance and Accounting is partnering with an independent Registered Investment Advisor (RIA) and financial planning firm in Mountain View, Ca with ... + Support advisors in client meeting preparation, follow-up, and ongoing financial planning efforts + Coordinate with custodians and internal stakeholders to… more
- Coinbase (Sacramento, CA)
- …as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want ... power of crypto and blockchain technology to update the financial system. We want someone who is eager to...in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they… more