- Robert Half Finance & Accounting (San Jose, CA)
- …Prepare and execute trades and client transactions promptly and accurately. + Support client meetings with performance reports and investment data. + Maintain ... confidential client records and ensure regulatory compliance. + Monitor client communications and respond with urgency and professionalism. + Track client… more
- Robert Half Finance & Accounting (San Jose, CA)
- …documentation + Prepare and process trades and client transactions efficiently + Support client meetings with performance reports and investment data + Maintain ... compliance with regulatory standards and internal policies + Monitor client communications and respond promptly + Track client scheduling and meeting documentation… more
- JPMorgan Chase (San Francisco, CA)
- …implement a proactive service model, ensure central engagement through proper communications , documentation and tracking. + Manage client appreciation activities and ... current on all JP Morgan Wealth Management products and services. + Provides support across a diverse suite of products and applications including, but not limited… more
- Robert Half Finance & Accounting (Sunnyvale, CA)
- …flexibility and liquidity. + Manage banking relationships and investor communications . + Support capital raising, debt refinancing, and equity-related ... technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in...to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity -… more
- Google (Los Angeles, CA)
- …window will be open until at least September 4, 2025. This opportunity will remain online based on business needs which may be before or after the specified date. ... in a management consulting, sales operations, business strategy, investment banking , venture capital, or private equity role, or 1...As a key member of this team, you will support our Americas GTM team and sales experts across… more
- Mastercard (San Francisco, CA)
- …we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, ... for thought leadership and solution innovation, focused on Consumer, Small & Business Banking at a large National Account. The account manager will be responsible… more