• Freestone Capital Management (San Francisco, CA)
    …our team! This role is ideal if you are passionate about client service , operations, and project management in the financial services industry. Freestone is ... obtain upon hire within 6 months 4+ years of client service experience in the financial...Outlook) Knowledge of Tamarac Reporting System and Schwab Advisor Center are a plus Why Join Us? The expected… more
    Upward (07/13/25)
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  • JPMorgan Chase & Co. (Beverly Hills, CA)
    …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you ... least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining… more
    Upward (07/21/25)
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  • The Guitar Center Company (San Jose, CA)
    …hiring for a new world! We are the premier integrator, redefining client experiences through leading-edge technology, unrivaled service , and passionate people. ... installation labor and sub-contractors. Estimates and prices job charges. Works with financial , contract management and other management reports and tools to define… more
    Upward (07/02/25)
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  • Plus One an Optum Company (San Francisco, CA)
    …seeking a reliable and dedicated General Manager to work at a high-profile company's fitness center located in San Francisco, CA . In this role, you will manage and ... of the site, as well as assume the key responsibility (and assist the Client Coordinator) in the marketing, promotion, planning and staffing of programs. You will… more
    Upward (07/08/25)
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  • Chanel (Costa Mesa, CA)
    …teams, ensure boutique image and operational standards are upheld, and deliver elevated client service to drive business results *Chanel, Inc. reserves the right ... Assistant Manager, Client Development , South Coast Plaza At CHANEL,...team members, including CHANEL savoir faire, product details and service delivery Represent CHANEL in the market, developing the… more
    Upward (07/14/25)
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  • Thrivent (San Diego, CA)
    …Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable ... Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind... services firm, one that puts generosity at the center of saving and investing. Here, you'll make an… more
    Upward (07/03/25)
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  • Latham & Watkins LLP (Los Angeles, CA)
    …core values: respect, innovation, and collaboration. About the Role The Strategic Advisory and Financial Analyst - Financial Information Center (FIC) is an ... financial analysis, reports, and special projects related to client statistics and firm financial metrics. This role will be located in our Global Services… more
    Upward (07/06/25)
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  • ApTask (San Francisco, CA)
    …in a timely matter in accordance to EPIQ's standards. Floor Coordination: Provide excellent client service as the first line of contact with the client ... bout Client : Company is a worldwide provider of legal...worldwide provider of legal services, serving law firms, corporations, financial institutions and government agencies-helping them streamline the administration… more
    Upward (07/20/25)
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  • Meduit (Brea, CA)
    …and/or client systems Assisting patients in determining eligibility for financial assistance programs and/or bank loans when applicable Providing information to ... healthcare partners & help them thrive at Meduit! As a Medical Customer Service Representative, you'll be a key point of contact, compassionately guiding patients… more
    Upward (07/18/25)
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  • EverBank (Daly City, CA)
    …member by exceeding individual goals and objectives to allow the financial center to achieve their business plan. Exceeds client expectation by taking ... organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service , and makes appropriate introductions to team… more
    Upward (07/20/25)
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