- City National Bank (Los Angeles, CA)
- …WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS Investment Advisory Program and ... client -directed accounts, to affluent individuals and their families within...CDARS, and 529Plans. Obtain all required CIP and KYC documentation for all accounts including personal, business (entity), fiduciary,… more
- AECOM (Sacramento, CA)
- …and contribute to business development efforts by supporting proposals and client engagement. Key Responsibilities Design Leadership * Lead the architectural design ... classified environments, in compliance with ICD-705, DoD standards, and client -specific requirements. * Collaborate with Accrediting Official (AO), and supports… more
- BXP (San Francisco, CA)
- …Purpose of Position: Assist Property Management with the day-to-day operations and client relations of assigned property or portfolio through the coordination of ... client requests and administration of maintenance services. Serve as...avoid budget variances. + Assist Property Management with contract documentation while following the policies and procedures of internal… more
- Citigroup (Palo Alto, 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
- EXOS (San Francisco, CA)
- …a culture of excellence and growth. In this management role, you'll oversee client programs, guide and support staff, and drive program innovation using Exos' ... cutting-edge methodology. If you're passionate about leadership in coaching, committed to client success, and ready to make a lasting impact, we want to hear from… more
- Pacific Program Management (San Jose, 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
- M. C. Dean (San Jose, CA)
- …driving high-priority initiatives. **Project Communications:** Promote project successes with senior client management and across the MC Dean project team through ... regular communications, reports, and documentation of project progress and milestones. Lead change management...stakeholders around new systems and processes implemented on the client program. Translate abstract and technical concepts into visual… more
- LTD Global (Livermore, CA)
- …service that fosters lifelong partnerships, delivers innovative solutions, and exceeds client expectations for a world-class experience. This role focuses on ... standards and banking regulations. This role supports daily banking operations, maintains client relationships, and ensures a high level of client satisfaction… more
- Stantec (Los Angeles, CA)
- …for the overall successful execution and delivery of the project, to the Client , according to the contract. The Senior Project Manager represents and is the ... job responsibilities with minimal supervision, and creates a plan to meet the client 's expectations and goals and provides a positive experience. The Senior Project… more
- PNC (San Francisco, 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