- Zions Bancorporation (Oakland, CA)
- …the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. **We're ... Oakland branch, with a strong focus on business development, commercial lending and client engagement. You'll drive growth in loans, deposits, and fee income by… more
- The County of Los Angeles (Los Angeles, CA)
- …employment, medical, substance abuse and mental health treatment history. + Assesses client 's functioning in his/her environmental setting. + Develops a Client ... conferences to discuss and evaluate the nature of the client 's problem and to evaluate the client 's...the client 's problem and to evaluate the client 's progress. + Participates in social work student affiliate… more
- JPMorgan Chase (Irvine, CA)
- …responsibilities** + Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit ... analysis, competitive pricing and run profitability models + Assist with client call preparation by creating relationship review materials, pitch books, account… more
- City National Bank (San Francisco, CA)
- …accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly ... Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or...entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary… more
- Robert Half Office Team (San Diego, CA)
- Description About the Company Our client , a respected wealth management company, is seeking a professional and reliable Part-Time Front Desk Receptionist to support ... is ideal for someone with excellent communication skills and a polished, client -facing demeanor who enjoys creating a welcoming experience while managing front desk… more
- JPMorgan Chase (San Francisco, CA)
- …North America Venture Capital space. You will also be entrusted with the client experience and promoting results for the firm's portfolio company coverage strategy, ... General Partners and their portfolio companies. + Take ownership of the client experience and drive outcomes for the firm's portfolio company coverage strategy,… more
- Mendocino County Sheriff's Office (Ukiah, CA)
- …presenting findings; and intervening during patient crisis. + Interviews and evaluates client for admittance, determines if client has potential to harm ... + Participates in treatment team, staff and professional meetings to discuss client progress. + Prepares progress notes, charts and closing and/or transfer summaries… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Advisor for their San Francisco office. This firm manages more than $30B in client assets across 2,000+ families and is committed to helping clients, colleagues, and ... + CFP(R) designation required. + Strong ability to manage multiple client relationships while maintaining organizational excellence across teams. + Exceptional… more
- REMOVERY LLC (Los Angeles, CA)
- …compliance with Removery standards for safety protocol, treatment guidelines, and client information and records. + Establish trust with clients through excellent ... tasks, as needed, to ensure smooth studio operations and client experience. + Ensure compliance with company learning and...with various studio teams and clientele. + Effective and client centric communication style. + Available to work flexible… more
- JPMorgan Chase (Walnut Creek, CA)
- …by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, ... suite of products and services. Leverage service team to deliver an outstanding client experience + Protect the firm by following sound risk management protocols and… more