jobs in Marina del Rey, CA

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Relationship Manager - West Brentwood Financial Center - San...
Santa Monica, CA 90402
Is a commissioned notary or can successfully obtain a notary commission in the state you work within 4 months of start date in role (8 months for employees with...
Desired Experience: Customer Service
Relationship Manager - Crenshaw Artesia-US Anticipatory
Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (eight months for...
Van Nuys Market - Relationship Manager- Sepulveda Sherman Wa...
Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (eight months for...

Seasonal Client Associate

Santa Monica, CA 90401 +2 locations
Communications, ability to manage phone calls, skills. In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered),...
Desired Experience: Microsoft Word, Time Management, Microsoft Powerpoint

Operations Representative

Los Angeles, CA 90065
Basic level reporting, call center support, reviewing and processing transactions for item processing, sorting using electronic or mechanical equipment,...
Desired Experience: Microsoft Office

Client Service Representative

Culver City, CA 90230 +20 locations
B) Listen carefully and connect with customers to understand their top financial priorities and to uncover products and solutions that will benefit them,....
Desired Experience: Cash Handling, Upselling, Customer Service

Portfolio Manager Associate

Los Angeles, CA 90067
Re-balance portfolio due to liquidity needs, bond maturities, excess cash, buy/sell implementation, tax loss harvesting, investment recommendation...
Desired Experience: Microsoft Powerpoint, CPA, CFP, Microsoft Office

Operations Analyst

Pasadena, CA 91101
Provides guidance to associates within own unit regarding procedural, technical and/or operational changes. Requires a high school diploma or its equivalent,...
Desired Experience: Accounting, Microsoft Powerpoint, Excel

Client Associate

Los Angeles, CA 90067
Strong client service & technical skills (MS Word & Excel). In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered...
Desired Experience: Microsoft Word, Time Management, FINRA License

Wealth Management Banking Specialist

Beverly Hills, CA 90212
They will focus the majority of their time deepening relationships by connecting clients to our checking, savings and credit card solutions, engaging them with...

Small Business Consultant

Van Nuys, CA 91401 +3 locations
You’ll actively connect with our clients through outbound telephone calls and execute consistent follow-up routines to meet their needs....
Desired Experience: Bilingual, Customer Service

Commercial Associate, Middle Market

Los Angeles, CA 90071
Develops, participates and/or presents client/client team presentations (economic updates, markets forecasts, industry updates, industry valuations, client and...

Registered Client Associate

Los Angeles, CA 90071 +2 locations
Strong client service & technical skills (MS Word & Excel). In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered...
Desired Experience: Microsoft Word, Time Management, FINRA License
Van Nuys Market - Relationship Manager- Valley Plaza Financi...
North Hollywood, CA 91606
Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (eight months for...
Agoura Woodland Hills Market - Financial Center Manager- Mal...
A bachelor’s degree, preferably in a business-related field. You’ll enroll in our Academy for Consumer and Small Business to develop as a financial center...
Desired Experience: Bilingual, Coaching Experience, Microsoft Office
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