- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary : The Senior Client Relationship Specialist plays a critical role in supporting the bank's relationship management efforts by processing a variety of ... client 's financial transactions, ensuring accurate documentation, maintaining ...span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX,… more
- JPMorgan Chase (Newport Beach, CA)
- …recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments + Provide support across ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll...firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality… more
- Aristotle Capital Management (Newport Beach, CA)
- …Los Angeles, Newport Beach, Boston, and Sarasota. We specialize in equity and fixed income portfolio management for institutional and advisory clients around the ... through a culture focused on research, investment management and client success. What You'll Do The Senior ...all asset classes in clients' portfolios such as equities, fixed income and derivatives. + Act as… more
- Deloitte (Los Angeles, CA)
- …practices, we can assist with the complex tax and reporting needs of large portfolios of fixed income investments. Work You'll Do As a Tax Senior in this ... accounting, finance, MIS, or related field required + Demonstrated practical knowledge in fixed income financial products, income tax principles, debt… more
- City National Bank (West Hollywood, CA)
- …all required account documentation is collected and completed. * For Directed Fixed Income portfolios, monitor for corporate and municipal bond concentrations ... *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior...tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains… more
- Charles Schwab (Newport Beach, CA)
- …at:** + Exhibits wealth management and investment products expertise including equities, fixed income , mutual fund and retirement plans; equity compensation ... and transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible...growth as measured by AUM, Wealth Management solutions, and client promoter scores + Partner with wealth specialists to… more
- T. Rowe Price (San Francisco, CA)
- …experience, we provide investment solutions and a broad range of equity, fixed income , and multi-asset capabilities to individuals, advisors, institutions, and ... proactive ideas for improvement to optimize team's time and improve client experience + Work with senior leadership across T. Rowe Price and Oak Hill Advisors to… more
- Aristotle Capital Management (Newport Beach, CA)
- …Los Angeles, Newport Beach, Boston, and Sarasota. We specialize in equity and fixed income portfolio management for institutional and advisory clients around the ... success. What You'll Do This individual will work in conjunction with senior client facing sales professionals to help facilitate all aspects of new client… more
- General Dynamics Information Technology (San Diego, CA)
- …extended periods on your feet while instructing. + Ability to develop and deliver briefs to senior client leadership at the O-6 and Flag level. + Travel may be ... **US Citizenship Required:** Yes **Job Description:** Training Specialist Expert - ** Senior Command Level ASW Mentor** Transform technology into opportunity as a… more
- T. Rowe Price (San Francisco, CA)
- …experience, we provide investment solutions and a broad range of equity, fixed income , and multi-asset capabilities to individuals, advisors, institutions, and ... Role Summary The individual in this role will oversee assigned highly complex client relationships, ensuring satisfaction, a swift response to client needs,… more