- Cushman & Wakefield (San Diego, CA)
- …health and safety, and quality programs, in coordination with the client 's goals and objectives. This position coordinates the activities, financials, vendors ... **Job Description** **Key Relationships** External relationships: this role will interact the client , client staff, and other client vendors. Internal… more
- City National Bank (Los Angeles, 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...* Colleague Resource Groups to support networking and community engagement Get a more detailed look at our [Benefits… more
- City National Bank (San Francisco, CA)
- …and executing strategies for wealth management products and programs, aligning with client needs and market trends, while ensuring competitive advantage and driving ... strategies that align with the overall business objectives and client needs. * Product Development and Innovation: Plays a...* Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits… more
- City National Bank (Newport Beach, CA)
- …all functions of assigned branch with particular emphasis on managing a client -driven sales and service environment. This may be accomplished through active calling ... the CNB exemplary level of service, identifying and promoting solutions to client needs, and actively embracing the Bank's segmentation strategy by referring new… more
- City National Bank (Beverly Hills, CA)
- …Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, ... the solutions. In collaboration with the Wealth Strategist team analyze client 's current situation, identify future life-changing events, understand client 's… more
- City National Bank (Los Angeles, CA)
- …and monitors products, services and functionalities that develop new client relationships, enhance existing relationships and maximize returns. Core responsibilities ... compete effectively in the markets we serve; and creates client experiences that exceed the needs and expectations of...* Colleague Resource Groups to support networking and community engagement Get a more detailed look at our [Benefits… more
- City National Bank (Ontario, CA)
- …and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated ... Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business...* Colleague Resource Groups to support networking and community engagement Get a more detailed look at our [Benefits… more
- City National Bank (Los Angeles, CA)
- …while maintaining credit quality. Manages the ongoing sales process, including new client sales, referrals, cross sales and retention efforts of the Specialty ... that relationship development plans are created, implemented, and monitored for each client or prospect. Conducts progress meetings to review results to goal and… more
- Tiffany & Co. (Costa Mesa, CA)
- …mentor, a coach, and who acts as a Guest Experience Manager, ensuring unsurpassed client service. **As a Team Manager you will:** + Effectively coach, guide and ... support the sales and/or operations of a Tiffany store to orchestrate the client experience that will lead to meeting and/or exceeding Commercial and profitability… more
- Citigroup (Pleasant Hill, CA)
- …experience + Required Skills: + Experience with face-to-face customer service, digital engagement and basic sales/referrals + Open, client service orientation ... (including opening accounts, credit cards, etc.) referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service… more