Customer Service Representative - State Farm Agent Team Member Connie Hwang - State Farm AgentCustomer Service Representative - State Farm Agent Team MemberYorba Linda, CAFull timeAs a Customer Service Representative with Connie Hwang - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance business. You will enhance your career while resolving customer inquiries, coordinating with other agent team members, and anticipating the needs of the community members you support.
Consultant, GBS - Operational Finance DeloitteConsultant, GBS - Operational FinanceLos Angeles, CA$91,100–$179,500 / yearAs Finance cycles converge, our GBS Operational Finance Transformation team advises, implements, and operates best-in-class solutions that accelerate insight and transform Finance organizations from functional service providers into dynamic capabilities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Tax Director - Private Client Service (PCS) UHNW BPM LLPTax Director - Private Client Service (PCS) UHNWSanta Monica, CAAs a Tax Director within BPM's Private Client Services (PCS) practice , you will serve as a strategic advisor to high-net-worth individuals, multi-generational families, executives, entrepreneurs, and family offices, helping them navigate complex tax matters while preserving and growing wealth for future generations. Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself.
Tax Director - Private Client Service (Pcs) Uhnw BPMTax Director - Private Client Service (Pcs) UhnwSanta Monica, CA$172,000–$227,000 / yearAs a Tax Director within BPM's Private Client Services (PCS) practice, you will serve as a strategic advisor to high-net-worth individuals, multi-generational families, executives, entrepreneurs, and family offices, helping them navigate complex tax matters while preserving and growing wealth for future generations. Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself.
Investment Advisor, Wealth & Retirement Aon PlcInvestment Advisor, Wealth & RetirementAliso Viejo, CA$70,000–$110,000 / yearKnowledge, Skills, and/or Abilities: 3-5 years of experience working with individual's financial consulting, wealth management and/or retirement plans Bachelors' Degree in Finance or related field of study Series 65 license or equivalent (must be obtained within 90 days of employment) Experience working with Power Point Strong communication and presentation skills Keen attention to detail Ability to independently manage and prioritize multiple projects Strong client service attitude, positive team player and contributor Ability and willingness to go above and beyond to serve clients, contribute to the team and develop oneself Travel required to service existing clients (40-50% travel requirement, with some overnight) Education and/or Experience: CFP, AFC, ChFC, CPFA, CRPC, or similar credential. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.
NewFull Level Tax Specialist Automatic Data Processing IncFull Level Tax SpecialistLa Palma, CAPOSITION SUMMARY: The job focus is to work with all Implementation Centers, Data Conversion Services, Financial Service Centers and clients to ensure timely, efficient reconciliation and entry of quarterly and annual tax deposit information. RESPONSIBILITIES: Analyzes balances and reconciles client tax deposit and filing information with employee balance information and resolves any out of balance conditions by working with the client, Financial Services Center Associates, and assigned Implementation Center Associates.
NewPrivate Wealth Management Client Service Team Leader US BankPrivate Wealth Management Client Service Team LeaderLos Angeles, CA$98,345–$115,700 / yearSuccessful PWM Associate Client Services Team Leaders / Managers are collaborative, action-oriented leaders who develop talent, build trusted partnerships, and consistently deliver outstanding results. The Team Leader / Manager serves as a key partner to Wealth Advisors, Market Leaders, and business partners to ensure seamless client support, strong operational execution, and consistent service delivery.
NewAssociate Food Service Attendant Providence Health & ServicesAssociate Food Service AttendantFullerton, CA$25–$31.96 / hourRequsition ID: 456746 Company: Providence Jobs Job Category: Food Preparation/Service Job Function: Operations Job Schedule: Part time Job Shift: Evening Career Track: Admin Support Department: 7510 SJMC CAFETERIA Address: CA Fullerton 101 E Valencia Mesa Dr Work Location: St Jude Medical Center Workplace Type: On-site Pay Range: $25.00 - $31.96 Our not-for-profit network provides a full spectrum of care with leading-edge diagnostics and treatment, outpatient health centers, physician groups and clinics, numerous outreach programs, and hospice and home care, and even our own Providence High School.
NewRegional Vice President - LoopNet - West CoStar GroupRegional Vice President - LoopNet - WestIrvine, CaliforniaWork directly with a team of Regional Directors to develop them into high-performing sales leaders and provide support and guidance to help them develop their teams and increase penetration in major markets. 5+ years of experience managing outside sales teams in a B2B environment selling commercial real estate, property technology, financial services, business intelligence, marketing, advertising, information providers, or related experience.
Financial Analyst/Associate- INSPYR SolutionsFinancial Analyst/Associate-Newport Beach, CA$34–$39 / hourOur client is seeking a highly motivated, intellectually curious, and detail-oriented Billing Analyst / Billing Associate to join the Finance/FP&A organization supporting institutional investment-management accounts. Information collected and processed through your application with INSPYR Solutions (including any job applications you choose to submit) is subject to INSPYR Solutions' Privacy Policy and INSPYR Solutions' AI and Automated Employment Decision Tool Policy: https://www.inspyrsolutions.com/policies/ .
NewRetirement & Wealth Provider Solutions Consultant Deloitte Touche Tohmatsu LtdRetirement & Wealth Provider Solutions ConsultantCosta Mesa, CA$91,100–$179,500 / yearAs a Retirement and Wealth Provider Solutions Consultant on the Insights, Innovation & Operate team, you will be responsible for: Analyze and benchmark retirement-provider products and services to identify market competitiveness, strengths, gaps, and opportunities. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Executive Director - Asset Based Lending Fifth Third BancorpExecutive Director - Asset Based LendingCA$121,900–$262,100 / yearGENERAL FUNCTION: The Executive Director, Asset Based Lending role focuses on originating, structuring and documenting/closing Asset Based Lending opportunities throughout the organization primarily through external bank channels (Direct prospect calling, Sponsors, Advisors, Intermediaries and other referral sources). Reporting to the Group Head Asset Based Lending, the Executive Director - Asset Based Lending will have primary responsibility for generating new business volume and leading a deal team of dedicated professionals on behalf of Fifth Third Bank within an assigned territory.
Commercial Banking Relationship Manager - Tustin, Irvine, Encino or Chino, CA California Bank & TrustCommercial Banking Relationship Manager - Tustin, Irvine, Encino or Chino, CATustin, CA$150,000–$230,000 / yearAs a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register.
Relationship Specialist - Investment Resources The Capital Group Companies IncRelationship Specialist - Investment ResourcesLos Angeles, CA$125,909–$201,454 / yearAs an Investment Resources Relationship Specialist, you will partner with the Investment Resources Relationship Manager to influence sales growth within Capital Group's strategic intermediary firms in North America by expanding platform access and servicing home office research groups. You will partner closely with the Relationship Managers to build and maintain relationships with strategic intermediaries by developing and executing business plans, delivering traditional and nontraditional resources, and proactively engaging clients.
Customer Service Representative - State Farm Agent Team Member jian ding - State Farm AgentCustomer Service Representative - State Farm Agent Team MemberCHINO, CAFull timeDevelop leads, schedule appointments, identify customer needs, and market appropriate products and services. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.
Private Market Sales Selby Jennings LtdPrivate Market SalesWest Hollywood, CARemoteThis individual will work directly with accredited and high-net-worth investors across the United States, providing education on private market investment opportunities, building long-term relationships, and helping drive capital into offerings available on the platform. The firm has built a significant investor community and has helped facilitate funding for hundreds of private companies while creating new ways for individual and accredited investors to participate in private markets.
Director, Retail Leasing Strategy TIAADirector, Retail Leasing StrategyNewport Beach, CaliforniaConstruction Management, Due Diligence, Financial Acumen, Financial Analysis, Financial Risk Management, Financial Statements, Market/Industry Dynamics, Organizational Savviness, Real Estate Investments, Real Estate Property Management. This is a senior leadership role and a key external face of the platform within the retail leasing and retailer community, driving merchandising strategy, leasing performance, and retailer relationships across a national portfolio of open-air suburban retail assets.
Business Relationship Manager I - Officer JPMorgan Chase & CoBusiness Relationship Manager I - OfficerBeverly Hills, CAIdentify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
Business Relationship Manager Senior Deepening - Vice President JPMorgan Chase & CoBusiness Relationship Manager Senior Deepening - Vice PresidentIrvine, CAManage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities.
Business Relationship Manager Senior Deepening - Vice President - English and Mandarin Languages Preferred JPMorgan Chase & CoBusiness Relationship Manager Senior Deepening - Vice President - English and Mandarin Languages PreferredMonterey Park, CAManage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities.