- Columbia Bank (Los Angeles, CA)
- …has responsibility for themanagement of the trust administrative team and its assigned book of business,with the approval and guidance of the Trust Regional Director ... of existing customers. + Coordination of business development efforts of sales , administrative and investment staff. + Monitors and coordinates activities to… more
- WTW (San Francisco, CA)
- …client engagement and retention of that business. This includes engaging with sales and broking to understand marketplace changes, design and deliver client ... offered for this specific job opportunity. **The Role** + Retains existing book of business, develops, and strengthens client relationships + Identifies, engages,… more
- Wells Fargo (Paso Robles, CA)
- …verbal, written, and interpersonal communication skills + Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo ... work a schedule that may include most Saturdays + Adherence to Wells Fargo sales practices risk management culture + Current registration for FINRA Series 6 and… more
- Public Consulting Group (Sacramento, CA)
- …requires the following key competencies: Business Development** - Client management and sales acumen to grow existing projects and establish new projects. Build new ... Integration. * Demonstrated ability to manage multiple projects with a minimum Fiscal Year's book value of $1-2M. * Proven ability to hire, develop, and manage a… more
- US Bank (Rancho Santa Fe, CA)
- …or Series 7-63 licenses Preferred Skills/Experience - Strong relationship management, sales , and business development skills - Moderate understanding of Wealth ... ability to engage in wealth discussions with clients to drive strong increase book of business - Well-developed analytical and problem-solving skills - Ability to… more
- Aston Carter (San Diego, CA)
- …invoices, processing payments, and maintaining accurate financial records for a diverse book of clients using proprietary ERP software. You will play a crucial ... including pivot tables, to document and resolve discrepancies. + Collaborate with sales and accounting teams to ensure accuracy in payment processing. + Handle… more
- Wells Fargo (San Francisco, CA)
- …will:** + Support a team of fiduciary professionals to administer a book of fiduciary relationships, including implementing client estate plans, and ensuring client ... client accounts. **Required Qualifications:** + 4+ years of administrative or sales support experience, or equivalent demonstrated through one or a combination… more
- Howmet Aerospace (Simi Valley, CA)
- …supplier coordination to achieve inventory / DOH targets. + Monitor order book with internal and external suppliers, handling pushouts, pull-ins, and cancellations. ... goals by achieving monthly receipt targets for purchased products. + Monitor sales orders vs. parts availability and manage forecast for contractual customers. +… more
- UMB Bank (Sacramento, CA)
- …which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform ... various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times. File all required reports, and resolve all related issues in a timely and efficient manner. May mentor less experienced Portfolio Managers. Other duties as assigned.… more
- Compass Group, North America (Irvine, CA)
- …At Bon Appetit you won't find our managers referring to a corporate recipe book or our chefs microwaving the lunch special. We do not have standardized recipes ... departments + Manages financial acumen for all areas including financial reporting with sales reports P&L reports, writing and adhering to annual budgets and cash… more