- Bank of America (Oxnard, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls ... to referral partners based on knowledge of client needs and potential product services recommended **Required** **Qualifications** : + Currently holds Series 7 & 66… more
- Bank of America (San Francisco, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls ... to referral partners based on knowledge of client needs and potential product services recommended **Required Qualifications** : + Currently holds Series 7 & 66 (63… more
- Bank of America (Redding, CA)
- …leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency.… more
- The County of Los Angeles (Los Angeles, CA)
- …at 9 am (Pacific Time) This examination will remain open until the need of the service are met and is subject to close without prior notice. The LA County Board of ... FILING. *Staff capacity is defined as working in an advisory capacity to line managers to provide program and...internal operations and procedures as an assistant to the manager of a line operation in a department. In… more
- Bank of America (Los Angeles, CA)
- …payments and receipts, trade and supply chain finance, FX and commercial card services , by complementing high tech with a personalized touch. Challenge the status ... client portfolio reviews, be knowledgeable about treasury products and services and be consultative around treasury trends and best...the bank by educating the client on the Client Service and Fulfillment model as well as other partners… more
- WTW (San Diego, CA)
- …tailored to our clients' needs. ICT provides a powerful combination of advisory services for insurance companies, integrated with leading-edge technology ... ICT** WTW (Willis Towers Watson) is a leading global advisory , broking, and solutions company that helps clients around...profile as a representative and advocate of WTW consulting services and software tools, and play a leading role… more
- UCLA Fielding School of Public Health (Los Angeles, CA)
- …we provide, the impact of the research we do, the comprehensive, life-saving medical services we provide, and the public service mission we are devoted to. ... addition to successful experience an innovative leader and demonstrated success as a manager , the Executive Director must have the capacity to collaborate with the… more
- Capgemini (San Francisco, CA)
- …areas are **commercial and digital transformation, innovation, business agility, patient services , and patient experience** . Skilled across the product lifecycle, ... on our organization. You will often serve as the on-site client manager , strengthening and expanding client relationships and leading workstreams and small… more
- Option Care Health (Hayward, CA)
- …Care Health, Inc. is the largest independent home and alternate site infusion services provider in the United States. With over 8,000 team members including 5,000 ... licensed professional who provides direct and indirect patient care services under a physician's plan of care and in...health agencies in the absence of a director or Manager of Nursing. + Manages daily activities with regards… more
- City National Bank (Los Angeles, CA)
- …of credit relationships for clients. Provides credit product expertise in an advisory capacity and ensures all due diligence and background evaluation is complete ... conjunction with or in the absence of the Credit Manager . Determines and assigns work assignments to team of...10 years of experience in a banking or financial services environment required. * Completion of credit training program… more