Profit Formula Senior Client Associate
3 months ago
Assist Profit Formula (PF) Financial Advisor(s) with sales, service, and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Profit Formula Financial Advisor Client Associate, Senior, Financial Advisor, Associate, Client Support, Client Service, Technology, Banking
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Senior Client Service Associate
3 weeks ago
Walnut Creek, California, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional client experiences. Our team of experts is passionate about helping high-net-worth individuals achieve their financial goals through personalized financial planning and investment management services.Job SummaryWe are...
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Senior Client Service Associate
3 weeks ago
Walnut Creek, California, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional client experiences. Our team of experts is passionate about helping high-net-worth individuals achieve their financial goals through personalized financial planning and investment management services.Job SummaryWe are...
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Senior Client Service Associate
2 weeks ago
Walnut Creek, California, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional client experiences. Our team of experts is passionate about helping clients achieve their financial goals through personalized financial planning and investment management services.Job SummaryWe are seeking a highly...
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Senior Client Service Associate
4 weeks ago
Walnut Creek, California, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial services to our clients. With a strong passion for enriching the lives of our clients, we strive to perfect our craft of personalized financial planning through our team-based approach. Our unique financial...
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Senior Client Service Associate
1 week ago
Walnut Creek, California, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional client service and personalized financial planning. Our team-based approach, combined with our expertise and passion for enriching the lives of our clients, sets us apart in the industry.Job SummaryWe are seeking a highly...
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Tax Senior Manager
4 weeks ago
Walnut Creek, California, United States Moss Adams LLP Full timeJob SummaryMoss Adams LLP is seeking a highly skilled Tax Senior Manager to join our Private Client Services team. As a key member of our team, you will be responsible for delivering quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations, and high net worth individuals.Key ResponsibilitiesServe as the...
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Caregiver for Elderly Female Client
3 weeks ago
Walnut Creek, California, United States Amada Senior Care Full timeJob Title: Caregiver for Elderly Female ClientWe are seeking a compassionate and reliable caregiver to provide daily care for our elderly female client living at home with her husband.Key Responsibilities:Assist with daily living activities, including personal care and meal preparationProvide companionship and engage in activities to promote mental and...
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Client Associate
4 weeks ago
Walnut Creek, California, United States Rockefeller Financial Full time{"title": "Client Associate", "description": "About Rockefeller FinancialRockefeller Financial is a leading independent financial advisory services firm. With a rich history dating back to 1882, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets...
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Client Associate
3 weeks ago
Walnut Creek, California, United States Rockefeller Financial Full time{"title": "Client Associate", "subtitle": "Join Our Team", "content": "About Rockefeller Capital Management:We are a leading independent financial advisory services firm, established in 1882 as the family office of John D. Rockefeller. Our firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and...
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Senior Associate Attorney
4 weeks ago
Walnut Creek, California, United States Gpac Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Associate Attorney to join our team at GPAC. As a key member of our litigation team, you will be responsible for handling complex civil matters and working closely with senior attorneys and clients to deliver exceptional results.Key ResponsibilitiesCase Management: Independently manage a...
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Client Associate
2 months ago
Walnut Creek, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...
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Client Associate
3 months ago
Walnut Creek, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...
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Senior Client Relationship Manager
2 weeks ago
Walnut Creek, California, United States Mutual of America Full timeJob Title: Senior Client Relationship ManagerMutual of America is seeking a highly skilled Senior Client Relationship Manager to join our team. As a key member of our sales team, you will be responsible for building and maintaining long-term relationships with our clients and key personnel.Responsibilities:Manage the day-to-day operations and servicing of...
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Senior Client Relationship Manager
2 weeks ago
Walnut Creek, California, United States Mutual of America Full timeJob Title: Senior Client Relationship ManagerMutual of America is seeking a highly skilled Senior Client Relationship Manager to join our team. As a key member of our sales team, you will be responsible for building and maintaining long-term relationships with clients and key personnel.Responsibilities:Manage the day-to-day operations and servicing of group...
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Client Service Associate
3 weeks ago
Walnut Creek, California, United States Raymond James Financial Incorporated Full timeJob SummaryRaymond James Financial Incorporated is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in providing high-quality administrative support to our Financial Advisors and their clients.Key ResponsibilitiesProvide exceptional customer service to...
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Senior Structural Design Engineer
2 weeks ago
Walnut Creek, California, United States Blackstone Global Full timeJob Title: Senior Structural Design EngineerBlackstone Global is seeking a highly skilled Senior Structural Design Engineer to join our team. As a key member of our engineering team, you will be responsible for leading the design and development of structural engineering projects.Key Responsibilities:Lead the design and development of structural engineering...
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Senior Underwriter
6 days ago
Walnut Creek, California, United States Chubb Full timeJob Title: Senior Underwriter - Financial InstitutionsChubb is seeking a highly motivated and experienced Senior Underwriter to join our team. As a Senior Underwriter, you will be responsible for managing a renewal book and generating new business in the Financial Institutions sector.Key Responsibilities:Underwrite new and renewal P&C business for Financial...
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Senior Accounting Associate
1 month ago
Walnut Creek, California, United States MDD Forensic Accountants Full timePosition: Forensic Accounting SpecialistCompany: MDD Forensic AccountantsStatus: Full Time, SalaryAbout MDD Forensic AccountantsMDD Forensic Accountants, established in 1933, is recognized as a leading firm in forensic accounting, focusing on the quantification of economic damages. With a presence in over 40 offices across 5 continents, MDD provides...
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Senior Client Relationship Manager
3 weeks ago
Walnut Creek, California, United States Mutual of America Full timeJob Title: Senior Client Relationship ManagerMutual of America is seeking a highly skilled Senior Client Relationship Manager to join our team. As a key member of our sales team, you will be responsible for building and maintaining long-term relationships with our clients and key personnel.Responsibilities:Build and maintain strong relationships with clients...
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Senior Associate Attorney
2 weeks ago
Walnut Creek, California, United States Bohne Law Group Full timeSenior Associate Attorney OpportunityWe are seeking a highly skilled and experienced attorney to join our team at BETTR Law Group (formerly Bohne Law Group). As a senior associate attorney, you will play a key role in our estate planning, trust, probate, tax, business, and real estate practices.Key Responsibilities:Drafting advanced tax planning trusts and...