Treasury Management Client Services Associate II Axos BankTreasury Management Client Services Associate IILos Angeles, CaliforniaProvide client training and support for Treasury Management services post-onboarding, including Online Banking, ACH, Wires, Bill Pay, Remote Deposit Capture, Information Reporting, Positive Pay, Lockbox, and Commercial Cards under the direction of senior staff. Eligible for an Annual Discretionary Cash Bonus Target: 10%Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.
Hiring Event - Part Time (30 Hours) Associate Banker Huntington Beach Bilingual English and Spanish Preferred JPMorgan Chase & CoHiring Event - Part Time (30 Hours) Associate Banker Huntington Beach Bilingual English and Spanish PreferredHuntington Beach, CACreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Part Time (30 Hours) Associate Banker, Balboa Branch, Granada Hills, CA Bilingual Spanish Required JPMorgan Chase & CoPart Time (30 Hours) Associate Banker, Balboa Branch, Granada Hills, CA Bilingual Spanish RequiredNorthridge, CACreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Part Time Associate Banker Whittier (30 hours) JPMorgan Chase & CoPart Time Associate Banker Whittier (30 hours)Whittier, CACreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Retail Account Manager (RAM) – NRS & Retail Services IDT CorporationRetail Account Manager (RAM) – NRS & Retail ServicesSanta Ana, CAYou will drive revenue by selling our flagship National Retail Solutions (NRS) portfolio—including Point-of-Sale (POS) systems, credit card merchant services, and cash advances—while simultaneously managing and expanding our traditional telecom and financial services products (Boss Revolution) within your territory. Drive NRS Product Sales: Prospect, pitch, and close sales for NRS Point-of-Sale (POS) devices, Merchant Services, and Cash Advances to new and existing retail accounts.
Financial Solutions Advisor Registration Candidate- Tri-Valley Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- Tri-Valley MarketNorthridge, CA$28.85–$33.65 / hourMerrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients.
Business Solutions Advisor - Westminster Financial Center - Bilingual Vietnamese Required Bank of America CorpBusiness Solutions Advisor - Westminster Financial Center - Bilingual Vietnamese RequiredWestminster, CA$26–$34.67 / hourResponsibilities:Recommends financial advice and guidance that align with client financial goals and needsBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique prioritiesConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsMakes decisions on client requests and makes referrals to appropriate internal partners based on client needs Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experienceRequired Qualifications:Bilingual Vietnamese required. On screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients.
Patient Financial Counselor OneOncology IncPatient Financial CounselorCARemoteJob Description: Role Summary: The role works under the direct supervision of the Patient A/R Manager and provides financial counseling services including patient benefits, out of pocket responsibility, payment arrangements and financial assistance. OneOncology is positioning community oncologists to drive the future of medical care through a patient-centric, physician-driven, and technology-powered model to help improve the lives of everyone living with cancer and other diseases.
Client Accounting Services Manager Eide Bailly LLPClient Accounting Services ManagerWoodland Hills, CA$123,000–$154,000 / yearReviews reports, returns, and other documents as required, including sales tax reports, year-end tax forms, monthly/quarterly/annual financial statements, and other reports required by clients. A typical day as a Client Accounting Services Manager in Woodland Hills, CA might include the following: Manages client relationships by monitoring client needs and building value into professional service.
Sales Executive - HR Solutions (Los Angeles) Paychex IncSales Executive - HR Solutions (Los Angeles)Los Angeles, CA$55,000–$145,000 / yearAs Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. You'll partner with existing clients to uncover opportunities, elevate conversations, and partner to deliver integrated HR solutions that help businesses navigate HR, compliance, and workforce challenges.
Private Equity Associate Selby Jennings LtdPrivate Equity AssociateLos Angeles, CARemoteIf you're a licensed financial professional who enjoys building relationships, discussing investment opportunities, and operating in a highly entrepreneurial environment, this role offers the chance to combine finance, sales, and alternative investments while earning exceptional upside. This is an opportunity to join a rapidly expanding sales organization focused on connecting accredited investors with exclusive private investment opportunities, including late-stage and pre-IPO companies across technology, AI, aerospace, consumer, and emerging sectors.
2027 2L Summer Associate - Los Angeles Ashurst Perkins Coie2027 2L Summer Associate - Los AngelesLos Angeles, CaliforniaWe combine global scale, sector insight, and technological capability to deliver market-leading experience in complex transactions, litigation, and regulatory matters. Diverse Practice Areas: Gain exposure to multiple practice areas, working alongside both US and global teams.
Financial Services Tax Manager WithumFinancial Services Tax ManagerEncino, CA$150,000–$200,000 / yearAs a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles or San Francisco office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Job Description: Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes.
Client Associate - Commercial Real Estate- Commercial Term Lending JPMorgan Chase Bank, N.A.Client Associate - Commercial Real Estate- Commercial Term LendingSanta Monica, CAFull timeAs a Client Associate within the Commercial Term Lending team, you will have a relentless internal drive to succeed, a laser focus on providing a best-in-class client experience and the understanding that honing your inherent Sales/Business Development skills is the key to success and advancement. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Personal Banker Associate II - Westcliff Newport Beach Fifth Third BankPersonal Banker Associate II - Westcliff Newport BeachNewport Beach, California$43,680–$69,900 / yearPersonal Banker Associate II - Westcliff Newport BeachTotal Base Pay Range 43,680.00 - 69,900.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Senior Director, Cpa, SEC Accounting & Advisory Services | Forensic And Litigation Consulting FTI Consulting, Inc.Senior Director, Cpa, SEC Accounting & Advisory Services | Forensic And Litigation ConsultingLos Angeles, CAAssist clients with the accounting and financial reporting impacts of significant events or complex transactions such as new customer arrangements, mergers and acquisitions, financing events, discontinued operations, and stock-based compensation arrangements. We are in the process of expanding FTI's SEC & Accounting Advisory group and are seeking individuals with a desire to deepen their technical accounting expertise in a high-growth environment with a team of leading experts by your side.
Financial Solutions Advisor - Central LA Bank of America CorpFinancial Solutions Advisor - Central LALos Angeles, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Central LA Los Angeles, California; South Pasadena, California; Los Angeles, California; Beverly Hills, California; Los Angeles, California; El Monte, California; Alhambra, California; San Gabriel, California; Hollywood, California; Pasadena, California; Monterey Park, California; Arcadia, California; Monterey Park, California; West Hollywood, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Pasadena, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Regional Director, Career Services American Career CollegeRegional Director, Career ServicesAnaheim, California$123,478–$169,318 / yearFull timeDeveloping and executing comprehensive career services strategic plans that ensure college-wide objectives producing exceptional placement results meeting and exceeding ABHES, BPPE, and programmatic accreditation thresholds. At least five year’s experience in a manager or above level position concerned with career/student services management and career development administration and evaluation, program/product marketing, employer/community relations, fiscal and operations management at a corporate/divisional level or above.
Senior Associate, Investment Operations – Private Oaktree Capital ManagementSenior Associate, Investment Operations – PrivateLos Angeles, CaliforniaThe Senior Associate will be responsible for executing and supporting operational activities within the private credit deal lifecycle, and will have a strong understanding of the processes, documentation, data management, and counterparty communication required to execute transactions and administer assets post-close. Outstanding organization skills with extremely high attention to detail; Outstanding initiative and a strong work ethic; Responsible with a strong sense of dedication; Excellent interpersonal, verbal and written communication skills; Works well under pressure and with time constraints; and.
Senior Home Lending Advisor - Huntington Beach CA JPMorgan Chase & CoSenior Home Lending Advisor - Huntington Beach CAHuntington Beach, CAJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.