- Robert Half Finance & Accounting (San Jose, CA)
- …client service in the financial services industry? A well-established and rapidly growing investment advisory firm is seeking a Client Service Associate to join its ... client transactions efficiently + Support client meetings with performance reports and investment data + Maintain accurate and confidential client records + Ensure… more
- CBRE (Los Angeles, CA)
- …and manage relationships with key stakeholders. These include business leaders, investment partners, and potential customers. + Partner with clients to gain ... a new perspective on existing solutions. + In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc. + Organizational skills with… more
- City National Bank (Los Angeles, CA)
- …business and risk units, along with the Governance Risk & Control Program Office ("GRC"), to prepare business units for exams and other regulatory activity. Will ... with a financial institution such as a broker/dealer and/or registered investment adviser. * For Wealth Management Compliance roles, experience working within… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …recognized, planning-first RIA to identify a Financial Advisor for their San Francisco office . This firm manages more than $30B in client assets across 2,000+ ... a trusted resource for high-net-worth clients, providing comprehensive financial planning and investment advice. Acting as the first point of contact, you'll guide… more
- Citigroup (Irvine, CA)
- …specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide ... skills. + Organized with strong attention to details. + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and emerging tech, this firm operates at the cutting edge of innovation and investment . About the Firm Renowned for its deep technical expertise and commitment to ... Fund Operations + Support capital calls, distributions, redemptions, and investment funding + Track fund finances and valuations using...+ Based in San Francisco or New York, with in- office presence required 2 days per week Excited about… more
- Deloitte (Los Angeles, CA)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a...to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA +… more
- Wells Fargo (Los Angeles, CA)
- …role:** Wells Fargo is seeking a Branch Complex Senior Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas ... + Execute on strategic vision of the Wealth and Investment Management (WIM) group of Wells Fargo to help...levels of professionals, including senior managers, COE partners, home office departments, divisional leaders etc. + Be a visible… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …its dynamic finance team. This firm operates at the intersection of innovation and investment , with a strong presence in the crypto and emerging tech sectors. About ... Fund Operations + Support capital calls, distributions, redemptions, and investment funding. + Track fund finances and valuations in...+ Based in San Francisco or New York, with in- office presence 2 days per week. Excited about this… more
- Celestica (San Diego, CA)
- …participating in the decision of whether or not to proceed with the investment . Develop the integration plan for new acquisitions to ensure the realization of ... model financial and strategic objectives as established during the investment review and commitment. Work with the management team...Duties of this position are performed in a normal office environment. + Duties may require extended periods of… more