- H&R Block (Novato, CA)
- …time to be a part of H&R Block! What you'll do As a Senior Client Advisor - Small Business and Tax you will apply principles of accounting to analyze ... manage tax statements and returns for businesses and clients. The Senior Client Advisor - Small Business and Tax will also provide advice on financial… more
- Citigroup (Downey, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Citigroup (San Francisco, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- City National Bank (Los Angeles, CA)
- * ADVISOR II - FOREIGN EXCHANGE* WHAT IS THE OPPORTUNITY? This colleague is responsible for meeting sales goals by servicing existing foreign exchange clients, ... Interface with various operations units to ensure that FX client issues and concerns are addressed. * Interface with...serve as alternate contact for portfolio of clients for Senior Advisors and Team Leaders. * Good organizational skills… more
- JPMorgan Chase (Los Angeles, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high ... firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality...of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning,… more
- Parexel (Sacramento, CA)
- …of expertise with fully proven rainmaking skills and relationships at the most senior levels within client organizations. A Senior /Vice President Technical ... a timely manner with an understanding of issues which may impact project profitability and client satisfaction + Acts as a trusted advisor to clients, often on… more
- Bank of America (Baldwin Park, CA)
- Senior Banker- Central Heights, Bilingual Mandarin Required Walnut, California;West Covina, California; West Covina, California; Duarte, California; Baldwin Park, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Walnut/ Senior -Banker--Central-Heights--Bilingual-Mandarin-Required\_25041369) **Job Description:** At Bank of America, we are… more
- Bank of America (Beverly Hills, CA)
- Senior Banker - Beverly-Wilshire Financial Center Beverly Hills, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Beverly-Hills/ Senior -Banker Beverly-Wilshire-Financial-Center\_25035123) **Job Description:** At Bank of America, we… more
- SMBC (Los Angeles, CA)
- …prospecting new business opportunities and collaborating with internal partners to enhance client relationships. Acting as a "trusted advisor ," the Relationship ... the trusted advisor to clients, functions as the Middle Market client "expert" and the go-to-person providing differentiating consult, ideas, and options for the… more
- Zions Bancorporation (Walnut Creek, CA)
- …Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence ... flow, drive operational efficiencies, and implement innovative payment solutions. As a ** Senior Treasury Management Sales Consultant** , you will lead with insight… more
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