- Robert Half Accountemps (Woodland Hills, CA)
- …CPA firm to join our dynamic team. The ideal candidate will bring a wealth of knowledge in bookkeeping principles, attention to detail, and a dedication to ... payable, accounts receivable, payroll, and general ledger entries; Perform regular bank reconciliations and ensure that all transactions are properly recorded and… more
- JPMorgan Chase (Murrieta, CA)
- …of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for ... customer experience + Educates clients on how to use our digital platforms to bank and invest when, where, and how they want + Builds partnerships with local… more
- CIBC (San Francisco, CA)
- We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... Service, Customer Experience (CX), Group Problem Solving, Investment Advising, People Management, Wealth Management At CIBC, we are in business to help our clients,… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …LinkedIn for a conversation and apply directly. Join a new and growing wealth management firm focused on building long-term client relationships and an exceptional ... operations role within a financial services firm (RIA, broker-dealer, custodian, or bank ) + Strong communication and follow-through with a client-first mindset +… more
- Coinbase (Sacramento, CA)
- …emphasis on enabling trading, subcustody, and secured lending across retail, wealth , and institutional client segments. Coinbase's product platform and the markets ... to haves:* * Direct experience in crypto * Direct experience working at a bank or brokerage PID: P72140 *Pay Transparency Notice:* Depending on your work location,… more
- LTD Global (Livermore, CA)
- …products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local ... needed for account setup, transactions, or maintenance + Assist with client and bank -sponsored events as required + Escalate client concerns appropriately and in a… more
- Robert Half Finance & Accounting (Oakland, CA)
- …to support business growth. The ideal candidate will bring a wealth of expertise in accounting practices and leadership within service-oriented environments. ... daily accounting activities, including general ledger, A/P, A/R, payroll, and bank reconciliations. + Ensure accounting records align with company policies and… more
- Citigroup (San Francisco, CA)
- …relationships with partners, including Small Business, Home Lending and Personal Wealth Management, enabling you to fulfill or provide appropriate referrals to ... with Citibank policies, standards and procedures to ensure the security of the bank 's and clients' assets + _This position requires the employee to register as… more
- Live Nation (Sacramento, CA)
- …checking out all servers and bar staff at end of shift + Responsible for bank and adherence to HOBE cash handling policy + Assist in filling "change" requests from ... paid time off including paid holidays, sick time, and personal days WEALTH : 401(k) program with company match, stock reimbursement program FAMILY: New parent… more
- Zions Bancorporation (El Segundo, CA)
- …and Wyoming. With a leading market share in small and middle-market banking, the Bank 's 500+ client managers and 200+ wealth advisors have vigorous client ... development strategies that feed into Zions Capital Markets. Zions Capital Markets provides targeted, client-driven financing and advisory solutions to help companies across our markets raise capital efficiently and execute strategic transactions effectively.… more