- BMO Financial Group (Sacramento, CA)
- …have prior Banking / Financial Service Industry experience. Preferably 2-3 years within Wealth Management operations or support.** Gathers and analyzes ... investment performance data, communicates results to clients, pension consultants, and management . Verifies fund result accuracy, monitors trends, and reviews and… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …the primary client liaison for high complexity clients. You will solicit senior management input from the client on new business directives within their firm ... Broadridge team. Broadridge is growing! We are seeking a Client Relationship Manager to join our team in the...and procedures and makes appropriate recommendations to ensure daily operations are efficient. This role is paramount to setting… more
- IGT (Sacramento, CA)
- … operations department. **Qualifications** + Bachelor's degree in Business Administration, Operations Management , Computer Science, or related field. + 10+ ... Lottery. This role is responsible for overseeing all aspects of account management , including business operations , best practices, day-to-day efficiencies, and… more
- Deloitte (Sacramento, CA)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media, and Energy & Resources. Our OTT ... is a talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities The Support Specialist will guide the… more
- Citigroup (Citrus Heights, CA)
- …clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. + Keep abreast of trends ... is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with community clients, diverse real estate agents,… more