Senior Financial Services Specialist

Job OverviewIn this role, you will provide exceptional administrative support to our Financial Advisors and clients. As a Senior Client Service Specialist, you will be responsible for delivering high-quality client service, managing multiple tasks, and maintaining accurate records.

Job SummaryPacific Investment Management Co is seeking a highly motivated and organized Financial Services Specialist to join our CM Americas Team. As a key member of the team, you will be responsible for creating customized presentation materials that meet regulatory and brand compliance standards. This role requires strong communication and collaboration...

Job Title: Senior Financial Advisor - Tax ExpertAbout Us:We are a 55+ year comprehensive financial services firm committed to helping our clients achieve long-term financial security. Our customized approach focuses on growing, protecting, and conserving wealth through exceptional personalized service and expertise.We offer a robust range of service...

Job Description:We are looking for a Financial Control Specialist to join our team at Marriott Hotels & Resorts. In this role, you will be responsible for maintaining the integrity and accuracy of our financial information. You will verify and record financial transactions, maintain and secure cash and cash equivalents, and analyze and interpret financial...

Company OverviewMark IV Capital is a privately held growth-oriented real estate development and investment company based in Newport Beach, California. The firm focuses on acquiring developing owning and operating commercial real estate investments.About the RoleWe are seeking a highly skilled Senior Information Technology Specialist to join our team. This...

Job SummaryWe are seeking a highly motivated and detail-oriented Financial Services Consultant to join our team. As a key member of our Wealth Management department, you will play a critical role in supporting the development and implementation of financial strategies for our clients.The ideal candidate will possess excellent communication skills, a strong...

Company OverviewBMO Financial Group is a leading financial institution with a commitment to providing exceptional customer service. Our team of professionals works collaboratively to deliver financial and investment planning advice that exceeds our clients' expectations.

We are seeking a highly motivated and compassionate Luxury Senior Care Specialist to join our team at Clearwater Newport Beach. As a member of our Memory Support team, you will have the opportunity to make a meaningful difference in the lives of our seniors.Company OverviewClearwater Newport Beach is a premier luxury senior living community located in...

About the RoleWe are seeking an experienced Financial Services Coordinator to join our team. In this position, you will work closely with Financial Advisors to provide expert support and guidance to clients. Your attention to detail and excellent communication skills will enable you to build strong relationships with clients and colleagues alike.

At Altura Associates, we are seeking a highly organized and detail-oriented Support Operations Specialist to join our team.About UsAltura Associates is a professional services firm dedicated to improving energy, environmental, and financial performance across various levels of our clients' organizations. Our team of experts leverages core skills in...

About PIMCOPIMCO is a leading global investment management firm that has been shaping the financial landscape since 1971. Our mission is to deliver superior investment returns, solutions, and service to our clients. We foster a high-performance inclusive culture where diverse thinking thrives, and we invest in our people to drive innovation and...

Job Title: Strategic Financial Relationship Builder Location: Newport Beach, CAAbout the Role: We are seeking a highly skilled Strategic Financial Relationship Builder to join our team at Bank of America. As a key member of our Global Commercial Banking division, you will be responsible for providing expert financial solutions to complex clients and...

BMO Financial Group, the 8th largest bank in North America and 4th largest commercial lender, seeks a Commercial Senior Lead Relationship Manager to drive business growth in the Emerging Middle Market segment.The ideal candidate will join our tight-knit team of experienced sales professionals and focus on creating relationships across our footprint with an...

About EPIC BrokersEPIC Brokers is a leading global insurance brokerage that empowers professional athletes and entertainers through expert tax and business management services. We foster financial wellbeing and inclusivity, providing comprehensive, personalized wealth management solutions and expert operational support to help our clients manage and...

At Pacific West Construction Services, Inc., we are seeking a highly skilled Financial Operations Specialist to join our team. This critical role is responsible for maintaining accurate financial records, preparing detailed reports, managing payroll, and overseeing accounts payable and receivable.The ideal candidate will have a deep understanding of...

We are seeking a seasoned Senior Legal Contract Specialist to join our team in Newport Beach, CA. As a key member of our contract management team, you will play a critical role in supporting attorneys with detailed legal research and drafting high-quality contracts.About the JobAs a Senior Legal Contract Specialist, you will have the opportunity to work on a...

Company OverviewDiverse Lynx LLC is a dynamic and innovative organization seeking an experienced Senior Oracle Fusion Developer - Financial Reporting Specialist to join our team. With a focus on delivering exceptional solutions, we are committed to fostering a diverse and inclusive workforce.SalaryThe estimated salary for this position ranges from $120,000...

PIMCO, a global leader in active fixed income with deep expertise across public and private markets, offers an exciting opportunity for a Senior Fund Treasury Manager to join our team. With a focus on financial oversight services for the PIMCO Funds Business Group, this role plays a critical part in managing our global fund administration business.As a...

About Us">Pacific Life Insurance Company is a leading provider of life insurance and retirement solutions. We are dedicated to helping individuals achieve their financial goals and secure their future.Salary: $65,000 - $90,000 per yearJob Description:">">We provide financial planning and support services to our policyholders, helping them navigate complex...

Green Street Advisors LLC is seeking a Senior Price Verification Specialist to join our team in Wales. As a key member of our Covert Price Checking research team, you will be responsible for collecting prices covertly in a short time frame in a defined store.Job OverviewThis is a freelance/self-employed role, and pay is based on data collected. Each job...