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Investment Services Associate
Navy Federal Credit Union
-
San Diego, CA
Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.) Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction Execute first call resolution t
Email Job
Posted 9 days ago
Mutual Fund Specialist
Ampcus, Inc
-
Folsom, CA
Description % of Time Spent Provide routine and non standard/complex transaction processing services (e.g., purchases, redemptions, exchanges, transfers, systematic plans, etc.), maintenance services (e.g., change of address, beneficiary, etc.), and new account establishment following defined policies and procedures to mutual fund shareholder accounts. Ensure proper docum
Email Job
Posted 9 days ago
Financial Advisor - Santa Barbara / Central Coast Territory
First Bank
-
Santa Barbara, CA
Position Details Performs duties to support the personal production goals and customer service objectives for all assigned Branches and/or book of business. In addition, the role of the financial advisor is to establish value added relationships with clients and prospects, to understand their financial needs, and to offer solutions for those needs. include the following.
Email Job
Posted 9 days ago
Senior Director, Financial Planning & Analysis
Karl Storz Endoscopy
-
El Segundo, CA
I. Job Purpose and Core Tasks The Sr. Director, Financial Planning & Analysis will serve as a business partner to KARL STORZ US leadership team and will help drive the company's financial vision, direction, guidance, and compliance to support successful company operations. This position will be responsible for weekly and monthly internal reporting provided to senior manag
Email Job
Posted 10 days ago
Financial Advisor (Riverside, CA)
Wescom Central Credit Union
-
Riverside, CA
Meet with and profile credit union members in order to determine the most appropriate products to meet their long term financial goals. Provide advice and guidance regarding retirement planning, college funding, long term investing the members' financial health. Responsible for providing suitable recommendations that meet the needs of the member over the long term. Provid
Email Job
Posted 10 days ago
Financial Services Analyst 2 - Davis, CA, Job ID 64421
University of California, Agriculture and Natural Resources (UCANR)
-
Woodland, CA
The analyst will be part of several teams supporting the units within ANR. The position requires detailed knowledge and understanding of UC and ANR accounting, purchasing, travel, and payroll policies and procedures. Incumbent interacts with all levels of personnel within the Division. Independent judgment is used daily to interpret policy and provide guidance to staff an
Email Job
Posted 10 days ago
Registered Client Service Associate
Stifel Financial
-
San Jose, CA
Under immediate supervision, the Registered Client Services Associate assists one or more Financial Advisors with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for Financial Advisor comm
Email Job
Posted 10 days ago
Valuation Specialist
Colliers International
-
Irvine, CA
Make your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities. Why Colliers? Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our nimble, decentralize
Email Job
Posted 10 days ago
Valuation Specialist
Colliers International
-
Los Angeles, CA
Make your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities. Why Colliers? Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our nimble, decentralize
Email Job
Posted 10 days ago
Salesforce Ignite - Innovation Consulting Engagement Lead (Director/Senior Manag
salesforce.com, inc.
-
New York, NY / Chicago, IL / Atlanta, GA / 1 more...
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Sales Job Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trail
Email Job
Posted 11 days ago
Assistant to Financial Advisor
Cathay Bank - Headquarters
-
City of Industry, CA
Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor. Assist in the coordination of activities, travel arrangements, scheduling conferences/meetings, managing Financial Advisor's calendar, and other projects as assigned. Act as a liaison between the c
Email Job
Posted 11 days ago
Senior Advisor (7399U) #67814
University of California-Berkeley
-
Berkeley, CA
Advises the Dean of the J School on a variety of complex matters including DEIBJ initiatives, student programs, student mental health, risk management, and the School climate. Conducts analytical and procedural framework for addressing the variety of complex matters. Develops proposals and recommendations to guide and support a broader strategic direction for the School.
Email Job
Posted 11 days ago
Financial Aid Analyst (Multiple Positions)
California State University, Sacramento
-
Sacramento, CA
Under general supervision of the Assistant Director of Processing and Awarding, the Financial Aid Analyst Student Services Professional IB performs professional student service assistance to students, parents and the general public regarding federal and state financial aid programs at Sacramento State. The incumbent performs thorough review of documentation required for a
Email Job
Posted 11 days ago
Financial Aid Specialist
Foothill De Anza
-
Los Altos Hills, CA
Financial Aid Specialist HR EMPLOYMENT/CAREERS Closing Date 10/10/2023 ; The position is now open until filled Any complete applications received after the closing date will only be forwarded to the hiring committee at their request. Starting Salary $5,471.14 (per month) ; Salary Grade C1 45 Full Salary Range $5,471.14 $7,315.03 (per month) The Foothill De Anza Community
Email Job
Posted 11 days ago
Private Banking Advisor
Comerica Bank
-
San Francisco, CA
Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients. Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex relationships. Team and peer group role model for other Wealth A
Email Job
Posted 11 days ago
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