- Wells Fargo (Long Beach, CA)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... is seeking an Associate Trust Officer - Associate Fiduciary Specialist in Trust Client & Advisor Services as part...Engage clients, advisors and internal partners to deliver a high -touch client experience within a strong risk management framework.… more
- City National Bank (Los Angeles, CA)
- …Letters. * Management of real time risk, reporting, and escalation * High Profile and High Net Worth Client and Advisor service * Data driven approach to ... Outlook applications to create/edit documents, reports and correspondence. (For ACH Specialist ) * NACHA rules, regulations and practices, FINRA regulations, CNB and… more
- AIG (Los Angeles, CA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague - empowering our people to grow as insurance professionals and add more… more
- Volvo Group (Mira Loma, CA)
- …- Prevost/Volvo Buses Location: Houston, TX, US, 77066Secaucus, NJ, US, 07094Fort Worth , TX, US, 76155Goodlettsville, TN, US, 37072Mira Loma, CA, US, 91752S. ... Planfield, Secaucus), Tennessee (Goodlettsville), Florida (Jacksonville, Orlando), Texas (Fort Worth , Houston), California (Mira Loma, San Francisco), Illinois (Chicago,… more
- Stanford University (Stanford, CA)
- …goals and a high level of comfort and effectiveness working with faculty, high net worth individuals, business executives, and community leaders. + A ... upon the extraordinary growth of philanthropy over the past several years. All " specialist " fundraisers (whose work is focused on a specific departments) are tasked… more
- Deloitte (San Jose, CA)
- …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... (GPHR) + Certified Equity Professional (CEP) + Certified Employee Benefits Specialist (CEBS) + Certified Pension Consultant (CPC) + Certified Payroll Professional… more