This is a full-time Senior Investment Banker role at Focus Advisors. As a Senior Investment Banker, you will be responsible for both client acquisition and transaction execution. ...
Leads a group of bankers that focus on investment banking across the region. ...
Join Merit Services’ client in Toronto as an Investment Banker and bring your passion for financial analysis and your deep understanding of the financial market to the team. As an Investment Banker, you will play a critical role in providing expert guidance to clients on financial transactions, incl...
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!. Previous experience in customer service or sales is a plus. We're seeking someone who is great with people, building relationships, and putting customers first. Ability to listen to and underst...
Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members.Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.W...
The Customer Service Representative I answers inbound calls and makes outbound calls to support Customer Service Department operations in a manner that maintains compliance with Medicare and Medi-Cal regulatory requirements and achieves Call Center service-level objectives. Customer Service Represen...
Our Cage Cashier/Tellers work in a fast-paced casino/cardroom environment at Silicon Valley's premier 24/7 entertainment destination. ...
The Financial Systems Analyst assists in the implementation, maintenance, and review of financial systems and provides support in the development, implementation, and optimization of business application systems. Provides expert end-to-end knowledge to users in automated financial systems and use of...
Answering 1-10 phone Administrative Assistant, Receptionist, Office, Personnel, Administrative, Assistant, Business Services, Staffing. ...
Customer Service Campbell, California Department **Customer Service** Minimum Experience **Entry-level** Compensation **$17-20 (DOE)** Customer Service Representative Position Description A customer service representative provides superior service to our customers by developing a rapport with parent...
Cadenza seeks an Investment Analyst for our Venture Capital Investment team. Investment Analyst Responsibilities. Prepare investment committee presentations for various investment opportunities. The Cadenza investment team values driven and intelligent individuals who work well in a team environment...
Want to work in a fun and friendly office with a supportive, collaborative team? Are you someone who always puts clients’ interests first, believes in fiduciary standards, has a hunger to learn, contributes and drives results, and has a fun, competitive spirit? Then you might be the perfect compleme...
Ultimate Staffing is hiring a friendly, energetic Customer Service Representative / Commercial Bank Teller for a great bank with an amazing company culture in South San Francisco, CA. Perform teller duties of processing, paying and receiving transactions, preparing and processing incoming and outgoi...
Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insura...
Boutique Independent Wealth Management Firm / Multi-Family Office seeks a Lead Wealth Advisor to join a collegial, entrepreneurial and dynamic organization. High Net Worth and Ultra High Net Worth Wealth Advisory inclusive of investment management, estate and tax planning, business management, and s...
Surlamer Investments, LLC (“Surlamer”) is a dynamic, fast-growing investment firm based in Newport Beach, California. You will be joining a team of highly skilled investment professionals with diverse competencies and significant experience in managing portfolios of equity, fixed income, and alterna...
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, including revi...
Vectra is seeking a Senior Financial Analyst to support our corporate finance team and corporate functions focusing on Revenue and Gross Margin. Experience consolidating financial results within financial planning tools required; experience using Adaptive Planning highly preferred. Assist with plann...
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, est...
Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans. Private Mortgage Banking Sales experience, or equ...
Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. Through its three broker/dealer subsidi...
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to ex...
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to ex...
The Investment Analyst supports deal leads and investment managers in performing workstreams in investment cases. AV’s investment team is responsible for identifying, executing and managing investments for the program, ensuring strategic relevance of technologies to Aramco and generating an at...
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short ...