Wealth Management Associate
3 days ago
The Client Solutions Expert plays a crucial role in supporting Citigroup Inc's Private Client Coverage division. This dynamic professional works closely with Banker teams to deliver exceptional wealth management services to clients, leveraging industry expertise and analytical skills.
Key Responsibilities:
- Demonstrate a solid understanding of industry standards and practices, integrating specialty knowledge with team integration.
- Apply analytical thinking and utilize data analysis tools to provide high-quality insights and recommendations.
Requirements and Qualifications:
- 2-5 years relevant experience in finance or operations.
- Strong organizational and time management skills to manage multiple concurrent deadlines.
- Ability to communicate complex information effectively and diplomatically.
- Excellent verbal and written communication skills, with strong client-facing experience.
- US: Licenses: Series 7/63 or 7/66 or willingness to acquire.
- Bachelor's degree or equivalent experience.
Compensation and Benefits:
Citigroup Inc offers an estimated salary range of $73,410 - $121,440 per annum, depending on location and qualifications. Additional benefits include competitive bonuses, comprehensive health insurance, and retirement plans.
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Wealth Management Executive Director
3 weeks ago
Newport Beach, California, United States BMO Financial Full time**About the Role**BMO Financial Group is seeking a highly skilled and experienced Wealth Management Executive Director to join our team. This key leadership role will be responsible for driving business growth, managing high-net-worth client relationships, and developing strategic initiatives to enhance our wealth management services.Key Responsibilities:
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Strategic Wealth Manager Director
3 weeks ago
Newport Beach, California, United States BMO Financial Full timeJob OverviewWe are seeking a highly skilled Strategic Wealth Manager Director to join our team at BMO Financial Group. This role requires exceptional leadership and management skills, as well as in-depth knowledge of wealth management strategies and solutions.Key Responsibilities:Develop and execute business development strategies to attract and retain high...
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Client Solutions Expert
4 days ago
Hermosa Beach, California, United States Citigroup Inc Full timeAbout Citigroup IncCitigroup Inc is a leading global financial services institution, committed to delivering exceptional wealth management services to clients worldwide. The company's Private Client Coverage division supports individuals and families in achieving their financial goals, providing tailored solutions and expert advice.Job Description:Work...
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Digital Marketing Director
2 weeks ago
Redondo Beach, California, United States Andasol Management, Inc. Full timeAbout the RoleWe are seeking a highly skilled Digital Marketing Director to join our team at Andasol Management, Inc. The successful candidate will be responsible for leading our digital marketing efforts and developing strategies to drive revenue growth.Key Responsibilities:Digital Marketing Strategy: Develop and implement comprehensive digital marketing...
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Product Operations Supervisor
3 weeks ago
Hermosa Beach, California, United States Five Below Full timeRole OverviewWe are seeking a highly skilled Product Operations Supervisor to oversee the receiving, unpacking, and organization of new stock at Five Below. This role is crucial in ensuring items are quickly and efficiently placed on the sales floor.Key ResponsibilitiesCoordinate the setup and maintenance of displays for specific store sections, guaranteeing...
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Front Desk Manager
4 days ago
Long Beach, California, United States Action Property Management Full timeAction Property Management: A Premier Choice for HOA ManagementAction Property Management is a leading provider of homeowner's association management services, with a legacy spanning four decades. Founded in 1984, we have grown to become the largest privately owned HOA management company in the West, serving over 300 communities across 9 offices.Our success...
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Customer Service Representative
1 month ago
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Business Development Associate
3 weeks ago
Newport Beach, California, United States Beacon Pointe Advisors Full timeWe are seeking a highly skilled Relationship Manager to join our team at Beacon Pointe Advisors in Newport Beach, CA. As a key member of our wealth management and client service professionals, you will provide exceptional service to high net worth individuals, families, and institutions.Key Responsibilities:You will act as the primary liaison between...
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Wealth Management Support Professional
3 weeks ago
Newport Beach, California, United States Bank of Montreal Full timeJob DescriptionThis role provides administrative and operational support to the delivery of financial and investment planning advice to clients. The ideal candidate will have excellent communication and problem-solving skills, as well as experience in the investment industry. Responsibilities include building and maintaining client relationships, identifying...
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Strategic Financial Advisor Leader
3 weeks ago
Newport Beach, California, United States Bank of Montreal Full timeBMO Financial Group seeks a seasoned Strategic Financial Advisor Leader to drive growth and deliver exceptional client experiences.About the RoleThis role is ideal for an experienced professional with a proven track record in wealth management, looking to leverage their expertise to lead high-performing teams and drive business results. As a Strategic...
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Sales Floor Associate Manager
4 days ago
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Senior Financial Advisor
2 weeks ago
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Real Estate Portfolio Manager
3 weeks ago
Long Beach, California, United States ERNST & HAAS MANAGEMENT CO INC Full timeAbout the RoleAs a Property Supervisor with Ernst & Haas Management Co. Inc., you will be responsible for overseeing the daily operations of our property portfolio, ensuring that properties are maintained efficiently and that tenant complaints are resolved in a timely manner.We are seeking an individual with strong customer service skills, excellent...
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Customer Service Associate Manager
5 days ago
Newport Beach, California, United States Ulta Beauty Full timeAt Ulta Beauty, we're looking for a skilled Customer Service Associate Manager to lead our retail team.This role offers an estimated annual salary of $55,000 - $70,000, based on experience and location.Job Description:Company Overview: As a leading beauty retailer, Ulta Beauty offers a wide range of high-quality beauty products and exceptional customer...
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Financial Accountant
3 weeks ago
Newport Beach, California, United States EPIC Brokers Full timeEPIC Brokers: Seeking a Skilled BookkeeperLocation: Newport Beach, CA (In office)About Galway Family OfficeGalway Family Office is a division of Galway Holdings, empowering professional athletes and entertainers through expert tax and business management services. Our goal is to foster financial wellbeing and inclusivity while providing comprehensive,...
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Financial Operations Specialist
2 weeks ago
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Hospitality Operations Supervisor
3 days ago
Long Beach, California, United States Action Property Management Full timeAction Property Management is a dynamic and growing company that offers exciting opportunities for career growth and advancement. We are currently seeking a seasoned Front Desk Lead to join our Pacific team located in Long Beach. In this role, you will be responsible for representing Action Property Management and the Association by delivering exceptional...
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Estate Planning Attorney Specialist
3 weeks ago
Newport Beach, California, United States Jobot Full timeDynamic Estate Planning Attorney OpportunitySouthern California is home to a thriving legal community, and our firm is seeking an experienced Estate Planning Attorney Specialist to join our team. As a seasoned professional with a strong background in estate planning, trusts, wills, probate, and asset protection, you will play a key role in delivering...
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Sales Associate
2 days ago
Huntington Beach, California, United States Wal-Mart Stores , Inc. Full timeJob DescriptionWe are seeking a Sales Associate to join our team at Wal-Mart Stores , Inc. In this role, you will be responsible for providing exceptional customer service, operating a cash register, and maintaining a clean and organized sales floor.About the JobAs a Sales Associate, you will be the first point of contact for many customers. You must have...
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Strategic Portfolio Analyst
3 weeks ago
Newport Beach, California, United States Aristotle Capital Management Full timeCompany OverviewAristotle Capital Management is a leading investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide.Salary$75,000.00 - $85,000.00 per year, plus discretionary bonus.Job DescriptionThe Client Portfolio Associate will work closely with the Investment Team...