- Comerica (Costa Mesa, CA)
- …to clients. Organize client files and set up systems to assist Financial Consultant with regular follow up. Research and resolve complex and sensitive client ... years of experience in customer contact + 2 years of experience in investments/ brokerage industry and securities regulations + 2 years of experience in Microsoft… more
- City National Bank (Studio City, CA)
- …SENIOR MANAGER AGILLINK* WHAT IS THE OPPORTUNITY? The AgilLink Client Success Consultant is responsible for all aspects of maintaining the client relationship after ... (eg, stocks, bonds, alternatives, partnerships) * Investment data reconciliation to Brokerage statements and other various investment systems * Configuration of… more
- Anywhere Real Estate (Beverly Hills, CA)
- …all terms have been carried to completion. **Who you are:** + Trusted consultant , maintaining a positive, can-do attitude that gives agents and homebuyers alike the ... next move through our leading integrated services, which include franchise, brokerage , relocation, and title and settlement businesses, as well as mortgage… more
- OEC Group (Cerritos, CA)
- …our clients. As a Sales Account Executive, or officially designated Logistics Consultant , you will execute full sales lifecycle processes from pre-work, detailed ... Air Import/Export, Distribution & Warehousing, Trucking, Cargo Insurance, and Customs Brokerage . + Meet monthly revenue quotas given by Sales management (based… more
- OEC Group (Cerritos, CA)
- …As a Senior Sales Account Executive, or officially designated Senior Logistics Consultant , you will execute full sales lifecycle processes from pre-work, detailed ... Air Import/Export, Distribution & Warehousing, Trucking, Cargo Insurance, and Customs Brokerage . + Meet monthly revenue quotas given by Sales management (based… more
- The Walt Disney Company (Rancho Mirage, CA)
- …system (eg, Salesforce) to track buyer engagement and follow-ups. **Mortgage Loan Brokerage Support** + Assist brokers in fulfilling mortgage obligations but cannot ... contacts throughout the sales journey. + Introduce the homeowner to a design center consultant . + Present Club memberships to new home buyers. + Warm transition and… more