- JPMorgan Chase (Irvine, CA)
- …Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7 and 66 licenses required for position; ... unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of investments,… more
- Prime Healthcare (Ontario, CA)
- …scheduling, registration, insurance verification, financial counseling, patient financial services , and coordination with HIM, Coding, Utilization Review, Charge ... Master, and Clinical Documentation. Partners closely with the offshore team in managing end-to-end revenue cycle efficiency and results. The Regional VP identifies trends and assists in the management of payor trends, productivity, AR management, DNFB, payor… more
- JPMorgan Chase (San Diego, CA)
- …on business relationships + Understanding of Commercial Banking products and services + Methodical approach to market activities and prospecting, demonstrate proven ... client relationship skills, and can engage with CEOs and CFOs + Ability to collaborate with internal partners and resources + Demonstrated experience of meeting or exceeding sales goals + Excellent organizational skills and the ability to manage, prioritize,… more
- JPMorgan Chase (Palo Alto, CA)
- …qualifications, capabilities, and skills section. Chase is a leading financial services firm, helping nearly half of America's households and small businesses ... achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering… more
- PennyMac (Westlake Village, CA)
- PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and ... servicing of US mortgage loans and the management of investments related to the US mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping… more
- BlackRock (San Francisco, CA)
- …experienced Model, ETF, or mutual fund wholesaler (external) + Strong financial services background with knowledge of investment trends and advisor practices + ... Exceptional verbal and written communication skills + Strong territory management and sales skills, including profiling and resource deployment + NASD Series 7 and 66 (or 63 & 65) required + Clean U-4 + Part-time travel is required within the territory For San… more
- JPMorgan Chase (San Francisco, CA)
- …of related experience + Strong understanding of Commercial Banking products and services + Excellent sales management and business development skills + Proficiency ... in building and maintaining positive client relationships + Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners + Self-directed, proactive, and creative; uses… more
- JPMorgan Chase (San Francisco, CA)
- …on business relationships + Understanding of Commercial Banking products and services + Methodical approach to market activities and prospecting, demonstrate proven ... client relationship skills, and can engage with CEOs and CFOs + Ability to collaborate with internal partners and resources + Demonstrated experience of meeting or exceeding sales goals + Excellent organizational skills and the ability to manage, prioritize,… more
- BlackRock (San Francisco, CA)
- …premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. ... BlackRock offers a range of solutions -from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world's capital markets. Our… more
- Citigroup (Beverly Hills, CA)
- …as account opening and closing, loan disbursals, etc. + Provide complete service support to client, including solving complex client inquiries + Ensure appropriate ... documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's… more