- Bank of America (Los Angeles, CA)
- Wealth Management Specialist - NPD Los Angeles, California **Job Description:** **Business Overview:** Merrill Lynch Wealth Management is a leading provider ... of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one… more
- JPMorgan Chase (San Francisco, CA)
- … Specialist -Investment Products & Advice, Banking Join our team as a Liquidity Specialist at JP Morgan Wealth Management, where you will have the opportunity ... opportunities and promoting cash management recommendations. As a Vice President, Liquidity Specialist in JP Morgan Wealth Management, you will serve as an… more
- Bank of America (San Francisco, CA)
- Wealth Management Banking Specialist San Francisco,...of reporting authority to achieve shared goals + Proven client service skills and the ability to ... **Job Description:** This role will team with our Financial Advisors in our Wealth Management business, bringing our solutions and services to life for… more
- JPMorgan Chase (San Francisco, CA)
- The Practice Management Consultant (AKA Wealth Management Specialist ) is responsible for supporting the development of Financial advisors with the delivery of ... Business Management, Financial Planning, Investment Strategy, Relationship Management and Service . As a Practice Management Consultant Vice President in JP… more
- BMO Financial Group (San Jose, CA)
- …resolution of client issues. + Introduces subject matter experts to the client . + Shares wealth solutions expertise and product knowledge across regional ... attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client ...build capability and drive business growth. + Meets high-quality service standards to maximize relationship retention and growth. +… more
- Charles Schwab (Santa Barbara, CA)
- …us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your ... may be the opportunity for you. **What you have** 1+ years of Client /Customer Service experience **Preferred Qualifications:** + Fluent in the Mandarin/Cantonese… more
- Bank of America (Newport Beach, CA)
- …generating balance and revenue growth with appropriate risk adjusted returns. The Specialist will work with Financial Advisors, Wealth Management Clients, GWIM ... GWIM Credit Product Specialist Los Angeles, California;Newport Beach, California **Job Description:**...+ Understanding how to resolve margin calls, and debt service failures Responsibilities: + Cultivate client relationships… more
- Bank of America (Modesto, CA)
- …development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment ... Investment Management Specialist Modesto, California **Job Description:** At Bank of...+ Thorough knowledge and understanding of the suite of Wealth Management products and services + Strong… more
- Citizens (San Francisco, CA)
- …+ Solid organizational skills + Strong communication and presentation experience + Excellent client service skills Hours & Work Schedule + Hours per Week: ... the Transition Manager in executing the process of onboarding wealth managers (individuals and teams). The individual manages the...with both speed and attention to detail. The operations specialist understands the overall process, as well as the… more
- KPMG (Sacramento, CA)
- …Advisory. KPMG is currently seeking an Oracle FIN Functional, Senior Specialist to join our Managed Services (https://advisory.kpmg.us/) practice. ... **Business Title:** Oracle EPM Functional, Senior Specialist **Requisition Number:** 112042 - 9 **Function:** Advisory...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate… more
- KPMG (San Diego, CA)
- …in Advisory. KPMG is currently seeking a Oracle Technical, Senior Specialist to join our Managed Services (https://advisory.kpmg.us/) practice. Responsibilities: ... **Business Title:** Oracle Technical, Senior Specialist **Requisition Number:** 112040 - 10 **Function:** Advisory...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate… more
- JPMorgan Chase (Los Angeles, CA)
- …date + Seven plus years of experience in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not ... with the opportunity to take your career to the next level. As an Investment Specialist in the US Private Bank, you are responsible for helping the Banker win new… more
- BlackRock (San Francisco, CA)
- …Portfolio Design Specialist /C is a Associate/VP eligible role in US Wealth Advisory. The team is responsible for accelerating sales growth and deepening ... premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world.… more
- BlackRock (San Francisco, CA)
- …this role** Due to our continued phenomenal growth, we are actively seeking client -facing sales professionals with a proven successful track record of managing an ... assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset Management… more
- Live Nation (Beverly Hills, CA)
- …decentralized business. + Organized and strong communicator (written and verbal). Strong client service and problem-solving skills with the ability to execute ... please read on! THE ROLE The Learning & Development Specialist works on the People Operations & Programs team...days off for your birthday, Free concert tickets + WEALTH : 401(k) program with company match, Stock Program +… more
- Citigroup (San Francisco, CA)
- The Client Service Intmd Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… more
- Atria Wealth Solutions (San Diego, CA)
- …institutions and independent financial professionals with a sophisticated set of tools, services , and capabilities that deepen client relationships and maximize ... in their practices. We are looking for a Financial Services Processor / Cashiering Specialist to join...independent financial professionals with a sophisticated set of tools, services , and capabilities that deepen client relationships… more
- Bank of America (Roseville, CA)
- …Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model. **Role Responsibilities** + Identify and own the ... Wealth Management is a leading provider of comprehensive wealth management and investment products and services ...and track all actions/activities to ensure highest level of client service + Monitor and report on… more
- KPMG (San Francisco, CA)
- …an accredited university + Experience with large project management including managing multiple client engagements and client service teams preferred + ... **Business Title:** Senior Associate, WNT - Economic and Valuation Services - Transfer Pricing **Requisition Number:** 111440 - 11 **Function:** Tax Services … more
- Stanley Black and Decker (Hayward, CA)
- …CRAFTSMAN(R), STANLEY(R), CUB CADET(R), and HUSTLER(R). **The Job:** As a Field Service Sales Coordinator, you'll be part of our Product Services ... You'll get to: + Work with the Sales and Field End User Specialist to conduct effective end-user demonstrations and product knowledge events. + Gain operational… more