- Insight Global (San Francisco, CA)
- …status, or any other status or characteristic protected by applicable laws, regulations , and ordinances. If you need assistance and/or a reasonable accommodation due ... to a disability during the application or recruiting process, please send a request to ###@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:… more
- Livermore Ford (Livermore, CA)
- …been properly authorized and documented within the Bureau of Automotive Repairs regulations and requirements. * Explain all completed work and charges to customers ... REQUIREMENTS: * Proven record of achieving exceptional Customer Satisfaction * Previous customer service experience * Highly skilled in multi-tasking and personal organization * Above average energy level * A desire for a long-term career with a growing… more
- ServiceNow, Inc. (San Diego, CA)
- …Monitor and advise on potential impact of new and proposed securities laws and regulations , NYSE rule changes, proxy advisor guidance and developments and trends ... and Section 16 reports to ensure compliance with applicable rules and regulations + Coordinate review of earnings, press releases, presentations, scripts as well… more
- Columbia Bank (Irvine, CA)
- …the Role:** Provide administrative & operational support for one or more Financial Advisor (s) and serve as a liaison between Financial Advisor (s) and their ... coordinating schedules and prepare correspondence and documents. + Relieve Financial Advisor (s) of a significant number of administrative details & duties. +… more
- The County of Los Angeles (Los Angeles, CA)
- …Review Organization representative to orient new staff to Federal laws and regulations pertaining to Medicare and Medi-Cal reimbursement. + Analyzes cases for ... referral to the physician advisor to ensure that the admission or continued stay...a technical resource person to subordinate staff concerning Federal regulations pertaining to Medicare and Medi-Cal reimbursement, aspects of… more
- PNC (Irvine, CA)
- …and fiduciary administrative activities under the direction and oversight of an Investment Advisor and Fiduciary Advisor . Executes activities required by PNC or ... trustee, guardian or agent. Assists with compliance of all legal and fiduciary regulations , policies and procedures. + Utilizes the full breadth of the fiduciary… more
- HUB International (Encino, CA)
- …HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will ... and Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or FINRA compliance policies and procedures. This means assisting in… more
- Bank of America (Walnut Creek, CA)
- …effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. ... process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the… more
- JPMorgan Chase (San Francisco, CA)
- …within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with Financial Advisors, acting as ... and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding them and… more
- Bank of America (San Francisco, CA)
- …and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He ... all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement,...or higher in related field **The following laws or regulations restrict or prohibit the hiring of individuals with… more