- City National Bank (West Hollywood, CA)
- …(FA) will work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for the ... "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for...licenses and certifications. * Ensure that all required account documentation is collected and completed. * For Directed Fixed… more
- Citigroup (San Francisco, CA)
- …area are directly affected by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts as a part of our core ... client coverage team + Partner with sales teams to...account opening policies, procedures, and applications + Ensure all documentation received is current, accurate and complete. + Fulfill… more
- AC Disaster Consulting (Los Angeles, CA)
- …speaking engagements. Demonstrate and practice expert knowledge of company client engagement practices, and regularly exercise discretion in decision-making. Conduct ... partners and clients. Identify and pursue potential opportunities to expand on current client contracts or enter into new contracts. Learn client contractual… more
- JPMorgan Chase (San Francisco, CA)
- …as first chair on prospect, new-to-bank relationships and existing clients, lead client engagements such as direct proposal writing (RFP/RFI), commercials and bids, ... contract negotiations, solution design and execution. Understand client 's business goals, environments, strategies, and industry trends to better determine their… more
- PNC (Irvine, CA)
- …in a multitude of ways to create value for PNC and the client . Specialty Industry teams augment PNC's core local coverage go-to-market strategy, by providing ... used to develop strategies and tactics including portfolio management, client selection, advisory services, sales efforts, underwriting/credit analysis, transaction… more
- Pacific Program Management (Los Angeles, CA)
- …and implementation of commercial real estate projects on behalf of the client , using established processes, experience, and expertise. This individual has an ability ... customer service, teamwork, and attention to detail to ensure client satisfaction. They can deal with ambiguity and conflict... project tools and templates to maintain accurate project documentation files. * Track and manage value logs monthly… more
- Columbia Bank (Irvine, CA)
- …the Role:** The Customer Care Team Lead I is responsible for supporting the client service team in the delivery of gold standard customer service. The Customer Care ... metrics. The Customer Care Team Lead I will be a resource to client service personnel that discuss investment transactions related to private equity, real estate… more
- Citigroup (Los Angeles, CA)
- …of own team and other closely related teams. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class Investments platform, ... as a part of our core client coverage team + Partner with sales teams to...account opening policies, procedures, and applications + Ensure all documentation received is current, accurate and complete. + Fulfill… more
- Pixelogic Media Partners, LLC (Burbank, CA)
- …statistics and preparing reports as required + Assisting in the creation and documentation of Subtitling workflows and procedures, new client and territory ... To assist in defining and implementing workflows and processes to make sure client expectations are met. To develop, optimise and streamline the services and… more
- City National Bank (Los Angeles, CA)
- …Deposit Relationships. Prepare a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. ... a strong understanding of company, industry, business and needs to assist in client calling efforts. Set objectives for each relationship in terms of revenue/deposit… more