- Robert Half Finance & Accounting (San Jose, CA)
- Description Job Posting: Client Service Associate - Wealth Management A well-established and rapidly growing investment advisory firm is seeking a highly ... motivated Client Service Associate to join its wealth management team. This role is ideal for professionals looking to deepen their expertise in client relations,… more
- BlackRock (San Francisco, CA)
- …support to key partners including product development, business operations, and portfolio management , and will also work closely with other teams within BlackRock's ... assets, including exchange-traded products, private funds, and other collective investment products, tokenization, staking, collateral, trading, fund structuring and… more
- JPMorgan Chase (Irvine, CA)
- …Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new ... team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return… more
- City National Bank (San Francisco, CA)
- …daily, weekly, monthly, quarterly reporting of production statistics as defined by management * Consistently meets quality control and data integrity standards * ... I and IIs' work * Performs other duties as assigned by Management , including participation in projects, process improvement initiatives, etc. *Must-Have** * Minimum… more
- Raymond James Financial, Inc. (San Diego, CA)
- …and cost basis were successfully received. + Monitors available cash awaiting investment , including running weekly cash and cash equivalent reports and contacting ... clients with investment opportunities to maximize returns. + Reviews, assesses and...Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with marketing… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …the firm operates at the intersection of wealth strategy, portfolio management , family office services, and financial operations. Unlike traditional multi-family ... with a limited number of ultra-wealthy clients, offering direct investment access, proprietary after-tax planning, and operational infrastructure. The firm's… more
- Abbott (Alameda, CA)
- …you dream of. + Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. + An excellent ... to global leaders and stakeholders in shaping strategic plans and investment priorities. + Facilitate workshops and stakeholder alignment sessions across regions… more
- Sedgwick (Sacramento, CA)
- …the performance of accounts payable, accounts receivable, bank and investment reconciliation, and other accounting duties according to established procedures. ... To prepare the necessary reports and communicate the results to management . **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Creates and maintains accurate and… more
- City National Bank (Westlake Village, CA)
- …individual goals and objectives, while ensuring CNB credit quality and risk management guidelines are maintained. Presents a variety of product solutions to client ... regarding accounts to be further developed or eliminated. Prepares reports for management . * Monitors portfolio for quality, risk and adherence to policy. Works… more
- JPMorgan Chase (Palo Alto, CA)
- As part of the Commercial & Investment Bank, JP Morgan Payments enables organizations of all sizes to execute transactions efficiently and securely, transforming the ... business impact metrics and communicate complex concepts to senior management and stakeholders. **Required qualifications, capabilities, and skills:** + Master's… more