- Robert Half Office Team (San Diego, CA)
- …organizational skills and attention to detail. * Industry experience is a plus in wealth management or financial services sector. * Ability to perform accurate ... Administration + Manage household payments (utilities, insurance, etc.) and monitor bank balances + Coordinate fund transfers, property taxes, and insurance… more
- Deloitte (San Francisco, CA)
- …consumer or corporate banking, investment banking or capital markets, investment management , wealth management , trust company, insurance provider, ... liaise with client counterparts, and actively participate in discussions on project management and work delivery needs + Manage project teams in providing… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services. Job Summary: (Purpose of ... participates in various other audits; + Primary liaison with bank (s) for accounts, account analysis, cash management ,...with bank (s) for accounts, account analysis, cash management , etc.; + Performs acquisition due diligence, analysis and… more
- CIBC (San Francisco, CA)
- …Strategies, Client Service, Customer Experience (CX), Group Problem Solving, Investment Advising, People Management , Wealth Management At CIBC, we are in ... We're building a relationship-oriented bank for the modern world. We need talented,...art, and aircraft. + **Expertise:** Strong knowledge of risk management , credit structuring, and portfolio management . +… more
- LTD Global (Livermore, CA)
- …financial products including personal and business banking, mortgage lending, and wealth management . It distinguishes itself through relationship-based service, ... accounts and recommend appropriate deposit account types + Cross-sell Treasury Management Services; prepare setup documentation, onboard clients, and provide ongoing… 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 ... administrative assistance to the Zions Capital Markets Team. + Calendar Management : Efficiently manage calendars for multiple individuals, coordinating across 4+… more
- JPMorgan Chase (Los Angeles, CA)
- …supporting relationships between various client segments of the Commercial & Investment Bank , by leveraging JP Morgan's extensive network and resources to position ... to investor clients across private equity, strategics, family offices, and sovereign wealth funds, and is uniquely positioned to generate opportunities across M&A… more
- JPMorgan Chase (Murrieta, CA)
- …needs of today and the future through collaboration with our partners in Chase Wealth Management , Business Banking, and Home Lending to provide a seamless ... clients on how to use our digital platforms to bank and invest when, where, and how they want...College degree or military equivalent + 2+ years of management , Retail Banking experience or equivalent Chase leadership experience… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Jennifer Fukumae is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world's most sophisticated families ... Bring: + 3-5+ years in UHNW client service (RIA, family office, private bank , etc.) + Experience navigating complex client needs with maturity, discretion, and… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …clear vision and experienced leadership + Receive hands-on mentorship from seasoned wealth management professionals + Competitive compensation package with full ... client service or operations within financial services (RIA, broker-dealer, custodian, or bank ) + Strong communication skills and a client-first mindset + High… more