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Citi

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Universal Banker (40 Hours), One California Branch, San Francisco
Seen active today Posted Aug 18
San Francisco, CA, United States Mid Full Time $50k-65.3k/yr

Role highlights

  • Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service is…
  • Available offerings may vary by jurisdiction, job level, and date of hire.

Fifth Third Bank, National Association

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Float CSR/Teller- Dublin, OH - Full Time
Seen active yesterday Posted Aug 13
Dublin, CA, United States Mid Full Time

Role highlights

  • Operations: Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office.
  • ESSENTIAL DUTIES AND RESPONSIBILITIES: Customer Experience: Deepen relationships and treat customers with genuine care by listening to thei…

Citi

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Registered Client Service Associate
Seen active today Posted Aug 18
San Francisco, CA, United States Entry Full Time $61.3k-109.3k/yr

Role highlights

  • Deliver wealth management services to clients with guidance from the Banker teams.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguardi…

Bank of Montreal

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Associate Banker
Seen active today Posted Aug 17
San Lorenzo, CA, United States Entry Full Time $43.1k-58.3k/yr

Role highlights

  • As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide…
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in…

Bank of America

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Relationship Banker - San Francisco Financial Market
Seen active today Posted Jun 24
San Francisco, CA, United States Entry Full Time $25-26.77/hr

Role highlights

  • Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect…
  • This position is open for the entire market and the specific Financial Center location will be based on business needs.

Bank of Montreal

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Associate Banker
Seen active today Posted Aug 10
San Francisco, CA, United States Entry Full Time $44.3k-66.4k/yr

Role highlights

  • As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide…
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in…

94-1687665 Bank of America, National Association

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Relationship Banker - East Bay South
Seen active today Posted Aug 10
San Leandro, CA, United States Entry Full Time $25-27.88/hr

Role highlights

  • Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect…
  • This position is open for the entire market and the specific Financial Center location will be based on business needs.

94-1687665 Bank of America, National Association

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Relationship Banker - San Francisco Financial Market - Bilingual...
Seen active today Posted Jul 23
San Francisco, CA, United States Entry Full Time $25-26.77/hr

Role highlights

  • Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect…
  • This position is open for the entire market and the specific Financial Center location will be based on business needs.

Bank of Montreal

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Associate Banker
Seen active yesterday Posted Aug 10
San Ramon, CA, United States Entry Full Time $43.1k-58.3k/yr

Role highlights

  • As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide…
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in…

Citi

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Equity Capital Markets (ECM) Senior Banker - Technology, Media...
Seen active today Posted Jul 24
San Francisco, CA, United States Senior Full Time $250k-275k/yr

Role highlights

  • The Equity Capital Markets Banker also serves as an intermediary in trading for clients.
  • The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies…

94-1687665 Bank of America, National Association

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Relationship Banker- Oakland Area- Cantonese Required
Seen active today Posted Jul 21
Alameda, CA, United States Entry Full Time $25-26.77/hr

Role highlights

  • Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect…
  • This position is open for the entire market and the specific Financial Center location will be based on business needs.

Cerity Partners Management LLC

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Client Service Associate
Seen active 2 days ago Posted Aug 13
San Francisco, CA, United States Entry Full Time

Role highlights

  • Position Summary: The Client Service Associate provides operational support to our Wealth Advisors and/or Partners, providing services for…
  • Interface with custodians and other professional interested parties on behalf of clients to complete client transactions and facilitate ope…

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

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Financial Solutions Advisor - Diablo Market
Seen active today Posted Jul 24
Pleasant Hill, CA, United States Mid Full Time $70k-80k/yr

Role highlights

  • Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeti…
  • Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their…

Bank of America

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Financial Solutions Advisor - Diablo Market
Seen active today Posted Jun 24
Martinez, CA, United States Entry Full Time $70k-80k/yr

Role highlights

  • Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeti…
  • Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their…

Wells Fargo

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Associate, Client Delivery – CIB
Seen active today Posted Aug 17
Concord, CA, United States Entry Full Time $60k-91k/yr

Role highlights

  • This position offers the opportunity to build deep expertise in treasury and credit-related products while developing the operational and c…
  • Experience supporting client onboarding, KYC, treasury management, credit, or commercial real estate processes Proven ability to communicat…

Airwallex

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Senior Product Manager, FX Product
Seen active today Posted Aug 14
San Francisco, CA, United States Senior Full Time $150k-220k/yr

Role highlights

  • We have recently expanded our financial markets team to customer facing FX product platform, a first for Airwallex Responsibilities: Lead…
  • The team is focussed on exposing our underlying Financial Markets capabilities (FX, yield optimization and liquidity management) to markets…

Forge Global

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Trade Operations, Analyst
Seen active today Posted Aug 12
San Francisco, CA, United States Entry $65k-80k/yr

Role highlights

  • The Role: Trade Operations plays a pivotal role in ensuring the smooth execution of trading activities within the organization.
  • Compliance and Risk Management Identify potential risks and collaborate with internal teams to mitigate risk Ensure all trades comply with…

More roles at Forge Global

Crowell & Moring

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International Trade Analyst (KYC)
Seen active yesterday Posted Aug 7
San Francisco, CA, United States Entry $75k-85k/yr

Role highlights

  • Job Summary The International Trade Analyst’s substantive focus will involve matters related to “Know Your Customer” (“KYC”) counterparty d…
  • Conducts foreign investment analyses and assists attorneys with risk assessments.

BTIG

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Investment Banking, Capital Markets Operations, Securities Transfer...
Seen active yesterday Posted Aug 5
San Francisco, CA, United States Entry $170k-230k/yr

Role highlights

  • Job Purpose: BTIG is seeking a Capital Markets Operations Associate / Vice President focused on securities transfers and transaction settle…
  • Experience in securities operations with direct exposure to settlement and/or securities transfers ; comfort managing time-sensitive, high-…

Blackrock

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ETF Product Platform - BlackRock Global Markets, Vice President
Seen active today Posted Jul 28
San Francisco, CA, United States Senior Full Time $150k/yr

Role highlights

  • Role Overview: This role is on the US ETF Platform team, driving platform and market transformation to support BlackRock’s ETF…
  • Key Responsibilities: This person will be responsible for partnering across the firm to evolve our ETF platform, providing innovative solut…

Ridgeline

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Investment Operations Analyst - Trade Support
Seen active today Posted Jul 21
San Ramon, CA, United States Mid $92.5k-115.5k/yr

Role highlights

  • Investment Accounting – Execute financial transaction recording on a trade-date basis, oversee income/expense accruals, and facilitate peri…
  • As an Investment Operations Analyst – Trade Support, you'll play a key role in supporting Ridgeline customers by managing critical…

Wealthfront

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Fraud Operations Specialist
Seen active today Posted Jun 9
San Francisco, CA, United States Mid Full Time $81k-90k/yr

Role highlights

  • Cross Functional Coordinate with Financial Crimes Compliance to ensure fraud and non-fraud-related cases are properly escalated for investi…
  • Preferred Qualifications Experience with disputes and knowledge of Reg E. Familiarity with Anti-Money Laundering (AML), Anti-Threat Finance…

HSBC

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Global Relationship Manager
Seen active today Posted Jun 5
San Francisco, CA, United States Mid Full Time

Role highlights

  • Proactively manage credit, operational, regulatory, and other risks to safeguard client and bank interests.
  • HSBC’s Corporate & Institutional Banking (CIB) International Mid Markets (IMM) team is seeking a dynamic, results-oriented Relationship Man…

Flock Homes

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Exchange Director
Seen active today Posted Jun 1
San Francisco, CA, United States Senior

Role highlights

  • Clients will bring their CPAs, financial advisors, and attorneys into the conversation, and you'll need to be a credible voice…
  • Background in finance, real estate, or sales of complex, high-consideration products.

The Trade Desk

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Programmatic Trading Specialist
Seen active today Posted Jun 1
San Francisco, CA, United States Entry Full Time

Role highlights

  • The main responsibilities of a Trading Specialist are to provide detailed performance and pacing recommendations and be a platform expert…
  • What you’ll do: Collaborate with both Account Managers and Business Development colleagues to help drive performance and account growth Tro…

More roles at The Trade Desk

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