- Cognizant (Sacramento, CA)
- …and .Net Core, with a preference for those with experience in Asset and Wealth Management . + Collaborate with cross-functional teams to design, implement, and ... clear communication and knowledge sharing. + Collaborate with the Asset and Wealth Management team to integrate domain-specific functionalities into software… more
- Citigroup (Beverly Hills, CA)
- …and sources of wealth generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor ... + Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients'… more
- Charles Schwab (Mission Viejo, CA)
- …Service experience **Preferred Qualifications:** + Previous experience in Financial Services/ Wealth Management and/or closely related industry. + While ... Service experience **Preferred Qualifications:** + Previous experience in Financial Services/ Wealth Management and/or closely related industry. + While… more
- Oracle (Sacramento, CA)
- …, including expert medical opinion 2. Short term disability and long term disability 3. Life insurance and AD&D 4. Supplemental life insurance ... of complex data center construction projects. They bring a wealth of expertise in project management , technical...and consistency and support our people with flexible medical, life insurance , and retirement options. We also… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …the Role We're seeking an experienced Client Service Specialist to join a boutique wealth management firm. This is a back-office role with some client ... Looking For + 3+ years of experience + Must have prior experience in wealth management , brokerage, or investment advisory. + Strong understanding of financial… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a highly analytical and intellectually driven ... boutique family office. The firm takes a highly customized, strategic approach to wealth management , going far beyond traditional investment management . The… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a full-time, experienced Client Service Specialist ... enhanced for efficiency and quality. Requirements + 3+ years of experience in wealth management , brokerage, or investment advisory. + Bachelor's degree strongly… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Bachelor's degree + 4+ years in client-facing roles (family office or wealth management experience ONLY) + Strong communication skills; highly responsive with ... available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are… more
- Citigroup (San Mateo, CA)
- …consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. + Keep abreast of trends… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist A growing wealth management firm is seeking an experienced Client Service Specialist to join our team. This role is ... love to connect! Requirements What We're Looking For + 3+ years in wealth management , brokerage, or investment advisory. + Bachelor's degree strongly preferred.… more