Investment Relationship Specialist - Advisory Accounts
$71.87k - $114.8kCity National Bank
City National Bank in Los Angeles is seeking an Investment Relationship Officer to assist Financial Advisors by providing essential support for investment advisory accounts. The ideal candidate will have 2-5 years of experience in client services, along with relevant FINRA licenses. Responsibilities include opening accounts, ensuring compliance, and maintaining strong client relationships. The role offers a competitive salary range of $71,869 – $114,797 per year, along with comprehensive benefits and a commitment to diversity and inclusion. #J-18808-Ljbffr
- ...A financial institution in California seeks an Investment Relationship Officer to assist financial advisors with client account management and operational service. Responsibilities include opening accounts, ensuring regulatory compliance, and providing client support...Accounts
$71.87k - $114.8k
...INVESTMENT RELATIONSHIP OFFICER WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS Investment Advisory Program and client-directed accounts, to affluent individuals and their families within...AccountsRemote work$74.39k - $103.81k
...The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve... ...Responsibilities: Lead client onboarding and account opening efforts around our world-class Investments platform...AccountsFull time- Marquee Staffing is looking for an experienced Vice President, Relationship Manager for their Los Angeles office. The role involves... ...consultative advice. You will inherit an established book of 75-80 accounts and join a mentorship-driven team focused on professional growth...AccountsWork at office
$62k - $95.61k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with... ..., a worldwide network of independent accounting and business advisory firms in 141 territories... ...superior client service through strong relationships and high value deliverables. The Staff...AccountsWork at officeLocal areaWorldwide$183k - $356k
...beginning, our goal was to establish an advisory firm that stands apart from the rest -... ...success. With advisory solutions spanning accounting and risk, technology-enabled... ...and build strong, collaborative client relationships Demonstrate clear and concise writing...AccountsLocal areaRemote workFlexible hours$65.3k - $104.3k
...with all Operations teams including New Accounts, Billing, Performance and Client... ...environment and general performance of firms investments With experience, setup client accounts... ..., community and unparalleled client relationships continues today. City National is a subsidiary...AccountsInternshipRemote work$71.87k - $114.8k
...INVESTMENT OFFICER WHAT IS THE OPPORTUNITY? Responsible for sales of a broad range... ...tolerance. Review the assets in each account periodically to ensure that investments... ...on missing information. Develop new relationships through internal sources, from referrals...AccountsRemote work$70k - $85k
Financial Relationship Officer Full Time San Marino, CA, US POSITION SUMMARY Primary function... ...needs while developing and expanding account relationships. Identify current and... ...Licenses are required to discuss and sell investment or insurance products with potential or...AccountsFull timeWork at office$155k - $190k
...Senior Manager - Risk Advisory (Cybersecurity) Miller Kaplan is a different kind of... ...client service and develop strong working relationships that support a successful project... ...leadership role, preferably at a public accounting or consulting firm or Fortune 1000 company...AccountsWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hoursDay shift$120k - $215k
...values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being... ...Execute and lead Accounting & Reporting Advisory engagements with primary... ...in the communities we serve. We invest in professional growth through ongoing...AccountsLocal areaFlexible hours$175k - $225k
...environment and strong analytical skills. The expected salary ranges from $175,000 to $225,000 annually, and a discretionary bonus may be offered. Join a collaborative team to deliver high-quality advisory services across North America. #J-18808-Ljbffr Rothschild & CoWork at office$85k - $117k
...updates while performing due diligence on specific investment choices and vendors. Job Accountabilities: Participating member of the firm’s Investment,... ...and prepares portfolio reviews at the request of Relationship Managers and Asset Managers to include portfolio review...Accounts$116.2k - $212.9k
...EY and help build a better working world. Manager - Tax Accounting and Risk Advisory Services (TARAS) Our Tax Accounting and Risk Advisory... ...skills to manage large engagements and build meaningful relationships with clients and colleagues. What We Offer You At EY, we...AccountsWork experience placementSummer holidayFlexible hours$125.91k - $201.45k
...perspectives, experiences, and backgrounds, investing in a culture designed to celebrate... ...activity across Mutual Funds, Separate Accounts, and SMAs, including post‑authorization... ...Trading, Product, Technology, and Client Relationship teams to support account lifecycle...AccountsTemporary workLocal areaFlexible hours$76.09k - $86.07k
...Position: Revenue Cycle Management (RCM) Advisory Analyst. The analyst partners with the... ...Responsibilities Revenue Operations & Accounts Receivable Assist brand RCM teams with... ...managing complex account structures and payor relationships Analytics & Systems Advanced Excel...Accounts- ...President, Financial Services Insights and Advisory About the Company Premier... ...consultative client engagement, strategic account growth, and the identification of opportunities... ...include developing and nurturing relationships with senior stakeholders across the...Accounts
$80k - $150k
...Group is partnering with a client that is seeking a Strategic Advisory and Financial Analyst to join their team. Exact compensation may... ...skills, expert knowledge of business economics, finance, and accounting, as well as financial systems and business intelligence tools...$85k - $105k
...Analyst Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and... ...solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data...$80k - $95k
...business centers around the world. Our investment in people, commitment to innovation, and... .... About the Role The Strategic Advisory and Financial Analyst is an integral... ...have: A bachelor's degree in finance, accounting, business administration, economics, or...Work at officeFlexible hours$100k - $130k
...business centers around the world. Our investment in people, commitment to innovation, and... .... About the Role The Senior Strategic Advisory and Financial Analyst - Financial Insights... ...of business economics, finance, and accounting, as well as financial systems and business...Work at officeFlexible hours$90k - $110k
...as the recruitment division of GHJ, a prominent national accounting and advisory firm. Our team provides qualified Accounting and Finance professionals... ...permanent basis across a broad range of industries. GHJ's relationship with our Global Advisory and Accounting Network provides...AccountsPermanent employmentTemporary workLocal area$22 - $23.5 per hour
...East West Bank is seeking a Relationship Banker to enhance customer relationships and meet financial needs in Los Angeles, California. This role focuses on managing client accounts, achieving sales goals, and utilizing technology to improve customer experience. Ideal...AccountsHourly pay- Overview M&A Investment Banking Analyst / Associate We are dedicated to exceeding expectations... ...-paid life insurance, flexible spending accounts, employee assistance program, and... ..., CFO (La Palma, CA), and VP Accounting Advisory (Los Angeles, CA). Related Jobs Controller...AccountsWork at officeFlexible hours
- A leading financial services provider is looking for a passionate Relationship Banker to help customers and build strong relationships within their retail branch. You will manage customer accounts, provide tailored financial solutions, and ensure exceptional service. Ideal...Accounts
$110k - $130k
...NYSE:HLI) is a leading global investment bank recognized for... ...and financial and valuation advisory. Our unmatched transaction volumes... ...develop expertise and build relationships with clients in one or more... ...is required Coursework in accounting and finance required Strong...$100k - $130k
...Investment Analyst Clocktower Group is an alternative asset management and advisory firm based in Santa Monica, California, with a presence... ...-down macro framework and relationship-based investing approach... ...honesty and hold yourself accountable to the highest standards....Work experience placementWork at office$100k
...Investment Banking Analyst - Healthcare page is loaded## Investment... ...capital raising and strategic advisory services to entrepreneurs,... ...environment • Familiarity with accounting and corporate finance... ...direct, adverse and negative relationship potentially resulting in the...Work at officeLocal areaRemote work- A major financial services firm in Los Angeles is seeking a Relationship Banker to provide exceptional service and build strong client relationships. The role involves managing client accounts, educating them about banking solutions, and ensuring compliance with banking...Accounts
- A major banking institution in Los Angeles is seeking a hybrid Relationship Banker to provide exceptional service while managing accounts and transactions. The role involves customer engagement, sales, and fulfilling banking needs with a focus on relationship building....Accounts
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