- Bank of America (Walnut Creek, CA)
- …responsibilities + Detail oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to fulfill client ... client materials and follows up on all client and Financial Advisor (FA) requests +...+ Professional verbal and written communication + Administrative Assistant experience **Skills:** + Account Management + Client … more
- Bank of America (Los Angeles, CA)
- …Management + Referral Identification + Sales Performance Management + Business Development + Client Experience Branding + Continuous Improvement + Data and Trend ... Sr. Relationship Manager - Global Commercial Banking - Restaurant Group...experience , including planning, execution and follow up of client meetings. + Strong corporate finance, capital markets and… more
- BMO Financial Group (Orinda, CA)
- …financial advisors to identify new opportunities and deliver a differentiated experience . Our customer-centric approach prioritizes client goals through ... for what comes next._ A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned...sales process to develop strong customer relationships; acts as client 's trusted advisor and primary point of… more
- JPMorgan Chase (Palo Alto, CA)
- …transformative client experiences, and redefine solution-oriented success. As a Client Solutions Architect Manager in Omnichannel Solutions Group, you are ... client -centric manner. You will act as a trusted advisor to both internal teams and clients, leveraging deep...record of influencing strategy and driving innovation. + Extensive experience conducting client discovery and solutioning for… more
- US Bank (Los Angeles, CA)
- …The manager ensures operational excellence, compliance, and a superior client experience throughout the account opening process. **Key Responsibilities:** ... with internal teams (Trust Officers, Investment Consultants, Operations, Private Wealth Advisor ) to facilitate timely account setup. + ** Client Relationship… more
- Deloitte (San Jose, CA)
- …skills to manage multiple engagements independently. + Foster and manage strong client relationships, serving as a trusted advisor . + Lead, motivate, ... The Senior Manager will play a key role within our...who want to build off their IPO and transactions experience to oversee complex engagement related to IPO/SPAC readiness… more
- Actalent (Irvine, CA)
- …preferred. + Orchestrate program transitions between sites to ensure a seamless client experience . + Support vendor management, quotations, and cost-effective ... ensuring seamless transitions as projects mature. The Senior Project Manager acts as a trusted advisor to...design and initial launch. + Build and maintain strong client relationships, acting as a trusted advisor … more
- JPMorgan Chase (San Francisco, CA)
- …business strategies focused on client selection. You'll provide an outstanding client experience , and maintain adherence to the regulatory, legal, and risk ... and service, develop the business to ensure a seamless experience for the client who has multiple...multiple products and services + Serve as a trusted advisor to the client in delivering comprehensive… more
- Charles Schwab (Sacramento, CA)
- …the status quo " and transform the finance industry together. Schwab Advisor Services, the industry leader of custodial, operational, trading, product, and ... (RIAs) is seeking an innovative, results-driven individual to serve as a Relationship Manager . Our heritage of serving advisors (our clients) by bringing them the… more
- City National Bank (Pacific Palisades, CA)
- * MANAGER BRANCH III* WHAT IS THE OPPORTUNITY? Responsible...to ensure retention. * Deliver an exceptional & consistent client experience - ensure client ... the branch. As a leader & coach, the Branch Manager will enable their direct reports to be successful...sound financial advice and acting as a trusted strategic advisor . Responsible for all functions of assigned branch with… more