- Bowman (Sacramento, CA)
- …for quality assurance. **At the Operational and Company Level** + Assist with the marketing of the firm 's capabilities to establish new clients and enhance ... technical requirements, completion requirements and billing inquiries. + Assist with marketing presentations and attend marketing meetings. + Assist team… more
- JPMorgan Chase (Redwood City, CA)
- …you will be tasked with delivering exceptional client service, operational marketing , and administrative support to our Private Client Advisors. Your role ... and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also… more
- JPMorgan Chase (Irvine, CA)
- …to delivering unparalleled service. As a Client Experience Specialist in the Firm 's Consumer and Community Banking's division, you will be instrumental in delivering ... rates, or sending pre-approval letters. + Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …a Tax Manager at a Fund Services Provider. Join a top fund services firm in California known for its excellent reputation and balanced work culture. Specializing in ... like hedge funds, private equity, and venture capital, this firm offers a supportive, family-like environment with opportunities for...VC, real estate). + Strong knowledge of US tax law and advanced Excel skills. + CPA Reach out… more
- JPMorgan Chase (Walnut Creek, CA)
- …industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network ... to deliver an outstanding client experience + Protect the firm by following sound risk management protocols and control...or disability, or any other basis protected under applicable law . We also make reasonable accommodations for applicants' and… more
- JPMorgan Chase (Irvine, CA)
- …industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network ... appropriate additional solutions and establish digital capabilities + Protect the firm by following sound risk management protocols and control policies and… more
- JPMorgan Chase (Sacramento, CA)
- …in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a ... programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing and other marketing efforts + Serve as the single point of contact through… more
- Citigroup (Los Angeles, CA)
- …**Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target ... proposition to incoming employees at target firms + Cultivate relationships with firm employees. Source leads and referrals to generate new individual and… more
- Nuveen Investments (San Francisco, CA)
- …Managers (CPM) plays a vital role in the management and growth of clients in the firm 's CLOs and CLO Funds. They are embedded in and serve as an integrated member of ... (written and verbal) and communicating market views to creating and managing marketing collateral. The ideal candidate should have a strong understanding of CLOs… more
- Cardinal Health (Sacramento, CA)
- …10 years of experience in related field, preferred in a large complex organization or law firm preferred * Extensive knowledge of healthcare law and ... commercial, corporate securities, intellectual property, labor and employment, and regulatory law , among other areas. This function also litigates all company legal… more