Associates at California Bank & Trust work in a relationship centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employ

Associates at California Bank & Trust work in a relationship centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employ

Associates at California Bank & Trust work in a relationship centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employ

Associates at California Bank & Trust work in a relationship centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employ

Associates at California Bank & Trust work in a relationship centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employ

Associates at California Bank & Trust work in a relationship centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employ

Associates at California Bank & Trust work in a relationship centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employ

Associates at California Bank & Trust work in a relationship centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employ

Associates at California Bank & Trust work in a relationship centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employ

Associates at California Bank & Trust work in a relationship centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employ

New Accounts/Sales Activities Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s)

Execute the day to day activities of audit engagements of various clients, including planning and fieldwork Review audit engagement procedures performed by the audit staff in a timely and professional manner and ensure audit objectives met Prepare reports and communicates findings and recommendations to management Conduct intermediate technical research on engagement disc

Vaco Orange County is looking for an Audit Associate to join our client's team in Anaheim, CA! JobResponsibilities Execute the daily operations of audit, review, compilation, and attest engagements of various clients. Accurately document the execution of specific audit procedures as defined by engagement objectives, client's engagement history and planned audit approach.

Job Responsibilities Provide operational and administrative support to Client Advisors in their daily business practices Act as a key point of contact for client issues and concerns Own account maintenance for new and existing clients, including collecting client specific information, prepping and obtaining appropriate documentation, communicating with custodians and compl

Vaco Los Angeles is working with a client in the financial service industry who is looking for a new and up incoming Sr. Client Service Associate to come and join their team! As a client service associate your key job responsibilities will including providing operation and administrative support to client advisors, POC for all client issues, building client relationships.