- Wells Fargo (Newport Beach, CA)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... via telephone, direct interaction and/or written correspondence + Facilitate FA and client requests for account related information and/or quotes + Schedule and… more
- Wells Fargo (Irvine, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client … more
- WTW (Irvine, CA)
- **Description** The Senior Pricing Associate works within the Financial, Actuarial and Analytics (FAA) team and closely with the Pharmacy Practice within Health ... and Benefits. As a Senior Pharmacy Pricing Associate you will contribute...pharmacy and broader health and benefits financial acumen and client management skills by working on cutting edge projects… more
- Wells Fargo (Long Beach, CA)
- …this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and ... fiduciary professionals to administer a book of fiduciary relationships, including implementing client estate plans, and ensuring client accounts are managed in… more
- WTW (Irvine, CA)
- **Description** As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of ... voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to...leaders in the industry. + Develops knowledge of varying client complexity by working across different client … more
- Aristotle Capital Management (Newport Beach, CA)
- …management and client success. We are currently seeking an Inside Sales Senior Associate to join our team. This individual will work in conjunction ... with senior client facing sales professionals to help facilitate all aspects of new client onboarding and current client retention and satisfaction.… more
- Grant Thornton (Newport Beach, CA)
- POSITION SUMMARY Audit Senior Associate : Work with private and public companies to first understand their businesses and the risks they face, focusing efforts ... to the highest degree of professional standards and strict client confidentiality. + Run client engagements from...standards and strict client confidentiality. + Run client engagements from start to finish, which includes planning,… more
- Grant Thornton (Newport Beach, CA)
- As an IT Risk Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by helping them understand their business ... you achieve more, confidently. Your day-to-day may include: + Actively participate in client engagements from start to completion, with a focus on executing and… more
- Grant Thornton (Newport Beach, CA)
- Grant Thornton is seeking a Go-to-Market (GTM) Activation Senior Associate to join the team. Approved office locations can be found below. As a Senior ... in executing GTM initiatives that help us prioritize, engage, and grow client relationships more effectively. Reporting to the GTM Activation Manager, you'll assist… more
- Grant Thornton (Newport Beach, CA)
- Grant Thornton is seeking a GTM Insights & Intelligence ( Senior Associate ) to join the team. Approved office locations can be found below. As a GTM Insights & ... Intelligence Senior Associate in our Connected Sales &...Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed… more
- Grant Thornton (Newport Beach, CA)
- As an Audit Senior Associate , you'll listen to learn about your client 's operations, processes, business objectives, and risks, and apply that knowledge to ... technology to work collaboratively, solve smarter, and improve the client 's overall financial reporting process. From day one, you'll...auditing matters and documenting conclusions. + Working at a client site, with your team in the office or… more
- CBRE (Newport Beach, CA)
- SPQREA- Senior Associate Broker, Land Job ID 192990 Posted 08-Nov-2024 Role type Full-time Areas of Interest Sales/Brokerage Location(s) Newport Beach - ... and marketing of commercial real estate properties for clients. Honorary Titles of Senior Associate , Vice President, First Vice President, Senior Vice… more
- PwC IT Services Co. (Irvine, CA)
- …Not Applicable **Specialism** IFS - Internal Firm Services - Other **Management Level** Senior Associate **Job Description & Summary** At PwC, our people in ... software development lifecycle. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating… more
- WTW (Irvine, CA)
- **Description** As a Health and Benefits Associate Director, you will lead client engagements involving the design and management of the full array of health and ... generate business by participating in new business activities and expanding existing client engagements. You will have the opportunity to position yourself to grow… more
- Deloitte (Costa Mesa, CA)
- …help us position Deloitte as the clear legal technology leader. As a Legal Technology Senior , you will contribute to the growth and success of Deloitte Tax LLP in a ... variety of way, including: + Client Management: Participate in the day-to-day interactions with ...Client Management: Participate in the day-to-day interactions with client 's project team members and Deloitte project leadership members.… more
- Umpqua Bank (Irvine, CA)
- Senior Wealth Advisor Wealth Management Scottsdale, Arizona Greenwood Village, Colorado South Jordan, Utah Irvine, California San Diego, California Los Angeles, ... for people. Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a… more
- Bank of America (Northridge, CA)
- Senior Banker - West San Fernando Valley area Encino, California;Northridge, California; Chatsworth, California; Northridge, California; Chatsworth, California; ... and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or… more
- Bank of America (Walnut, CA)
- Senior Banker- Central Heights, Bilingual Mandarin Required Hacienda Heights, California;Walnut, California **Job Description:** At Bank of America, we are guided by ... and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or… more
- Bank of America (South Gate, CA)
- Senior Banker - South Gate Financial Center - Bilingual Spanish Required South Gate, California **Job Description:** At Bank of America, we are guided by a common ... and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or… more
- Golden State Foods (Irvine, CA)
- Overview The Senior Business Systems Analyst is accountable for delivering high quality, comprehensive systems designs, business requirements and business cases to ... viewed by the user, present their design to the client and, once it is approved, work closely with...scheduling and prioritization for cross-team resources. + Effectively transition senior level knowledge to other members of the team… more