- Equitable (Folsom, CA)
- Wealth Management Associate - CA, Folsom (5072) ( 230000SG ) **Primary Location** : UNITED STATES-CA-FOLSOM **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...90 days as a Preliminary Employment Program ("PEP") Prospective Associate , you will be eligible for medical insurance through… more
- Deloitte (Sacramento, CA)
- Senior Consultant, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT… more
- Broadridge Financial Solutions (Sacramento, CA)
- …others along the way, come join the Broadridge team. In this role, the Associate will be responsible for the daily processing of shareholder and DTC presentations ... related to various transfer agent activities. The Associate will be responsible for reviewing all paperwork associated...to ensure accurate and timely responses; and Have time management and data entry skills. Hourly rate: $26 -… more
- Broadridge Financial Solutions (Sacramento, CA)
- …+ Log call notes in CRM and JIRA applications Customer Relationship Management + Maintain client relationships focused on customer satisfaction and retention + ... customers through Corporate Client Intranets, policies and procedures Troubleshooting/Case Management + Researching previous and current account activity to resolve… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …requirements. + Manage engineering project portfolio, reporting the status to executive management . Monitor and report project status and time systems. + Negotiate ... and work with vendors to implement. + Make recommendations to senior management regarding problems, solutions, new ideas, new technologies, etc. + Research and… more
- JPMorgan Chase (Davis, CA)
- …needs of today and the future through collaboration with our partners in Chase Wealth Management , Business Banking, and Home Lending to provide a seamless ... and investments of the branch, and coach bankers and associate bankers. You will also be responsible for creating...College degree or military equivalent + 2+ years of management , Retail Banking experience or equivalent Chase leadership experience… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …+ Experienced in managing and operation backup environment running backup management software tools such IBM TSM Spectrum/Storage Protect, TSM Storage Defender ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more