- CIBC (San Francisco, CA)
- …Client Service, Customer Experience (CX), Group Problem Solving, Investment Advising, People Management , Wealth Management At CIBC, we are in business to ... Worth (HNW) and Ultra High Net Worth (UHNW) clients. Supporting Private Bankers, you'll leverage your expertise in sophisticated credit structuring, underwriting,… more
- Nuveen Investments (San Francisco, CA)
- …plans, or other non-annual incentive plans). **Company Overview** Nuveen is a global investment leader, managing public and private assets for clients around the ... Portfolio Managers (CPM) plays a vital role in the management and growth of clients in the firm's CLOs...world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of the fixed… more
- Wells Fargo (Hawthorne, CA)
- …services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously ... + Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals for… more
- CIBC (San Francisco, CA)
- …local internal awareness of Family Office services. + Assist clients with CIBC Private Wealth Investor Dashboard. + Maintain/update client personal and account ... Worth Clients and their intermediaries and external Advisors, CIBC Specialists ( Wealth Strategies, Investment , Trust, Tax, Operations, Legal, Compliance,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Jennifer Fukumae is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world's most sophisticated families ... a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group… more
- S&P Global (CA)
- …inbound third-party content from market data providers, subscription licensing, vendor management , and stakeholder engagement. iDACS is instrumental in ensuring that ... audits **Functional & Business Knowledge:** . Prior experience in vendor management , contract review and/or vendor negotiation, including all relevant business,… more
- World Insurance Associates, LLC. (Los Angeles, CA)
- …who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term ... and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.… more