דרושים United States, San Leandro

Discounts for you and your family from Nike, Converse and Jordan up to 50% off. Accrued Paid Time Off and Holiday Pay. All full-time and part-time employees working 20 hours...

Discounts for you and your family from Nike, Converse, and Jordan up to 50% off. accruePaid Time Off and Holiday Pay. you'rehired. Full-time and part-time employees working 20 hours or...

Develop content for strategic meetings with clients regarding M&A transactions. Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives....

Understand, contribute, and communicate the product vision, strategy, and roadmap for the ORDG products, ensuring alignment with business objectives and value. Define and track clear metrics and key performance indicators...

Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades. Aid the Advisors by building...

Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting. Assist in account opening process and internal preparation to facilitate subsequent investments. Monitor client accounts and provide...

Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Engage in clear, polite, consultative communication to understand and help clients, building trust...