- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Boutique RIA. This is a full-time permanent role based in ... service experience, preferably in wealth management + Familiarity with broker -dealer platforms (LPL preferred) + Excellent communication and professional demeanor… more
- TEKsystems (San Diego, CA)
- Description Seeking a Client Support Associate for a financial services organization in El Segundo or San Diego, CA. This individual will deliver world class ... clients with the navigation while using various systems associated with the broker -dealer. * Maintain minimum call handling requirements and quality review scores… more
- SitusAMC (Los Angeles, CA)
- …but act local - come join our team! We are looking for an Associate join our client's Large Loan Team in screening, sizing, structuring, underwriting and ... the team + Complete site inspections and detailed market analysis, including broker interviews and discussions with property management and ownership + Analyze… more
- HUB International (Burbank, CA)
- …and analytics. **About Monarch E & S:** Monarch E&S, a division of SPG Insurance Solutions (Monarch) is a rapidly growing, and successful property and casualty ... insurance wholesaler and managing general agency based in Burbank,...underwriting/brokerage team. Successful applicants will work with the in-house broker to request and review underwriting information for rating… more
- Zurich NA (Los Angeles, CA)
- …years of experience in the Claims or Underwriting Support area OR + Zurich Certified Insurance Apprentice including an associate degree and 5 or more years of ... manage the LA Region's financial plan, growth strategy, cultivate client and broker relationships, retention and managing the overall health of our P&L.… more
- Centene Corporation (Sacramento, CA)
- …of the Group Service Agreements (GSAs), Group Sales Notification (GSNs), and Broker Group Information Sheet (BGIS). Training of all SALSA entries and reporting. ... disseminates information to ensure quality consistency for all employer groups and broker contacts. + Maintains a comprehensive knowledge of all Health Net policies,… more
- Travelers Insurance Company (Glendale, CA)
- …- $113,000.00 **Target Openings** 1 **What Is the Opportunity?** Bond & Specialty Insurance provides management and professional liability insurance , as well as ... with a local and national team to build client, agent, and broker relationships, evaluate and price risk through financial and contractual underwriting, and… more
- CalSTRS (Sacramento, CA)
- …Analyst State Teachers' Retirement System JC-490182 - Administrative Analyst ASSOCIATE GOVERNMENTAL PROGRAM ANALYST $6,031.00 - $7,547.00 per Month New ... is seeking an experienced individual to work as an Associate Governmental Program Analyst (AGPA) on the Investments Administration...Branch, you will be required to disclose your personal broker account information and be required to utilize a… more
- CalSTRS (Sacramento, CA)
- …operational and custodial risk. Under the general direction of the Associate Portfolio Manager, the Investment Officer III provides high-level investment and ... Branch, you will be required to disclose your personal broker account information and be required to utilize a...options + Medical benefits, including health, dental and vision insurance + Paid holidays and a defined benefit retirement… more
- LA Care Health Plan (Los Angeles, CA)
- …of business, territory management/outreach and lead generation activities should be aligned to broker agents (Territory Reps can enroll as needed) in order to manage ... and target conversion rates including managing self-generated leads (with and without broker agents) and those provided by marketing campaigns and from the Inside… more