- Columbia Bank (Los Angeles, CA)
- …transactions. + Ability to successfully work with high priority and high net - worth clients. + Requires maintaining exceptional customer service ... work collaboratively, and support our broader purpose. Think of us as financial partners, because atColumbia, we believe the best way forward is together.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …proactive Senior Client Associate to join its San Francisco-based team. This is a high -impact role supporting ultra- high - net - worth clients through a ... comprehensive suite of services including investment management, financial planning, lending strategy, and bespoke family office solutions. About the Firm The firm… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra- high - net - worth individuals and ... or family office environments + Strong communication and relationship-building skills with a high level of discretion + Ability to manage complex client needs and… more
- Robert Half Finance & Accounting (Carmel, CA)
- …1120S, and 1065), and trusts. * Offer strategic tax planning advice tailored to high - net - worth individuals and diverse businesses. * Analyze and present ... career growth tracks! This firm is recognized for delivering high -quality tax and accounting services to an exclusive clientele,...financial data to clients and stakeholders with accuracy and… more
- PennyMac (Moorpark, CA)
- …level items and document system of record with actions taken + Manage high volume, high net worth , complex client accounts + Review pipeline of all loans ... PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Investment Adviser (RIA) NO EXCEPTIONS + MUST have recent experience managing ULTRA‑ high ‑ net ‑ worth (clients with $30M+ investable assets) NO EXCEPTIONS!! ... Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Investment Adviser (RIA) NO EXCEPTIONS + MUST have recent experience managing ULTRA‑ high ‑ net ‑ worth (clients with $30M+ investable assets) NO EXCEPTIONS!! ... Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more
- City National Bank (Los Angeles, CA)
- …including corporate, syndicated, and leveraged loans is highly desired, along with understanding of high net worth and private client lending and retail loan ... subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic… more