- Bank of America (Milpitas, CA)
- …Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management ... * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention...Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client… more
- Bank of America (San Francisco, CA)
- …Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management ... * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention...Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client… more
- County of El Dorado (Placerville, CA)
- …of the IT staff is a commitment to deliver creative, practical solutions and services in support of the current and future technological needs of El Dorado County." ... not considered regular employees, therefore do not attain civil service status, and do not receive benefits or paid...- Results. Quantify outcomes (eg, cost savings, SLA attainment, risk reduction) and specify your role, scale (FTE/budget), dates,… more
- Bank of America (Beverly Hills, CA)
- …to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. ... Sources new clients in alignment with the bank's established risk appetite + Leads the client team to deliver...* 12+ years of private banking and/or complex financial services experience or equivalent financial services /business experience… more
- Fifth Third Bank, NA (Los Angeles, CA)
- …including public and private (144a or 4a2) securitizations, portfolio purchases, and advisory services . Individuals in this position are the leader positioning ... the Asset Backed Finance business along with the senior Relationship Manager representing the institution and driving and creating relationships with the most… more
- JPMorgan Chase (Los Angeles, CA)
- …having a financial plan. You will work collaboratively with an integrated client service team to provide comprehensive financial planning services . Your role ... (PWP) role is central to this, working collaboratively with an integrated client service team to provide clients with a detailed financial plan. Utilizing JP… more
- Deloitte (Los Angeles, CA)
- …processes implementation, and leveraging technology solutions. Deloitte provides client focused advisory services on local and international indirect tax related ... fast-moving markets and evolving business models? Our Global Value Added Tax Services practice, a multicultural and energetic national specialty group within our… more
- Bank of America (Los Angeles, CA)
- …or Practices (UDAAP) related legal issues of primarily consumer related products, services , and regulatory matters that could impact the Retail, Preferred, Merrill ... issues and implications on consumer banking and wealth management products, services , and regulatory matters + Communicates clear, concise, actionable, and… more
- Bank of America (Santa Clarita, CA)
- … Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum ... us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include… more
- Bank of America (San Francisco, CA)
- …in the lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or ATM. Key responsibilities ... solutions that meet the financial goals. Responsibilities: * Executes the bank's risk culture and strives for operational excellence * Builds relationships with… more