- Robert Half Legal (Oakland, CA)
- …and the analysis and synthesis of facts. * Organize and manage case files, client information, and records to ensure accuracy and easy retrieval. * Prepare and ... and billable duties are performed. * Utilize skills in e-filing and e- service across multiple jurisdictions, using online file and serve portals such as… more
- JPMorgan Chase (San Francisco, CA)
- …also useful but not required. Knowledge of issues relating to securities -based compensation (restricted stock, employee stock options, performance share units, ... This knowledge will enable you to identify issues and opportunities for client engagement. Additionally, you will collaborate with field management to develop… more
- JPMorgan Chase (San Rafael, CA)
- …brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive ... service . You will take a lead role in acquiring,...with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make… more
- Charles Schwab (Los Angeles, CA)
- …change. + Strong discernment, including knowledge and understanding of the Branch Network, Client Service & Support, and Investor Development Team. + Ability to ... **Your opportunity** Your Opportunity: Investor Advice Solutions consists of Schwab Wealth Advisory (SWA), and...of employment). + Minimum of 10 years in the securities or financial services industry with experience… more
- Wells Fargo (Burlingame, CA)
- …Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals ... to) years of experience, complement of clients serviced, banking services and options of various clients, and client...+ 3+ years of experience in a licensed financial services position + Customer service focus with… more
- Citigroup (San Francisco, CA)
- …of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. ... + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time… more
- City National Bank (San Francisco, CA)
- …Plays a key role in the development and launch of new wealth management products and services , ensuring they meet client needs and market demands. * Drive WM Fee ... enhancement, and management of the CNB Wealth Management Products, Solutions and Programs. This role will be part of...Client Experience: Develop and deliver high-quality products and services , wealth management firms can enhance the client… more
- City National Bank (Los Angeles, CA)
- …RM LL* WHAT IS THE OPPORTUNITY? Develops and manages personal banking client relationships with the owners, principals, executive managers and employees of ... Relationship Managers and personal outreach efforts. Provides integrated financial services and advice to clients including: banking, credit, asset management,… more
- Bank of America (Beverly Hills, CA)
- …and coordination of team assignments, projects and key initiatives, and overall team client service strategy. Requires a thorough knowledge of the Merrill Lynch ... quality and completion and managing junior team members as needed + Oversee execution of client service strategy and client review processes + Serve as… more
- US Bank (Aptos, CA)
- …due diligence + Portfolio construction resulting in tailored investment management and insurance services based upon a client 's unique situation + Refer and ... of the securities industry, including investment and insurance products and services + Knowledge of private banking products and services , including credit… more