- UKG (Ultimate Kronos Group) (Santa Ana, CA)
- …Overview** With 80,000 customers across 150 countries, UKG is the largest US-based private software company in the world. And we're only getting started. Ready to ... the Role:** The UKG Payment Services Support team delivers comprehensive, high-quality payroll tax support for our high revenue clients. The Manager will lead team… more
- JPMorgan Chase (San Diego County, CA)
- …Engage with JP Morgan Wealth Management (primarily Case Wealth Management) advisors on client engagement efforts. + Partner with Chase Wealth Management advisors ... The Client Specialist is a sophisticated wealth expert that...with bankers you will serve as the lead wealth partner . You will help identify the banker's best wealth… more
- Southern Glazer's Wine and Spirits (Cerritos, CA)
- …wine and spirits distributor, Southern Glazer's isn't just one of Forbes' Top Private Companies; it's a family-owned business with deep roots dating back to 1933. ... comprehensive medical and prescription drug coverage, dental and vision plans, tax -saving Flexible Spending Accounts, disability coverage, life insurance plans, and… more
- AON (San Francisco, CA)
- …work directly with senior members of the Representations & Warranty and Tax teams in the placement and negotiation of sophisticated transactional insurance products ... on behalf of private equity and corporate clients, gaining hands-on experience, industry...brokers in the structuring and placement of R&W and Tax insurance policies for domestic and cross-border M&A deals.… more
- Bank of America (San Francisco, CA)
- …acquisition goals** ). + Design, create and effectively deliver presentation pieces for client meetings and national events + Partner with Advisors or ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- City National Bank (Irvine, CA)
- …intervolves trusts), Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency ... administration review of all potential new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager,… more
- Vaco (San Francisco, CA)
- …for client opportunities. + Consult hiring managers and serve as a client partner through the candidate selection process. + Foster long-term relationships ... (Category: 500+ Employees) + An Inc. 5000 fastest growing private company in America every year since 2007 **A...since 2007 **A Day in the Life** Our CFO client just called. Her VP of Accounting just gave… more
- Dorsey & Whitney LLP (Palo Alto, CA)
- …of attorneys and a wider international corporate practice. Clients include public and private companies across a broad range of matters including venture capital and ... private equity financings, initial public offerings, mergers and acquisitions...We are also seeking candidates with good presentation and client handling skills, and a real desire to develop… more