- Citigroup (Los Angeles, CA)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve ... as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build relationships with client families that cross… more
- CBRE (Irvine, CA)
- …to employees and guests of a designated client .** **This is a client -facing role for a large financial organization within Irvine, CA.** **This job ... enterprise-grade technology platform. The platform, which can be tailored to specific client requirements, features a robust mobile experience that allows users to… more
- Alameda Health System (San Leandro, CA)
- …Coordinates and arranges for needed services with appropriate local resources. Serves as client advocate to secure services and financial benefits. + Reviews all ... + Provides community resource education and coaching, focusing on individual client self-management principles. This includes preparing for provider visits and… more
- Pacific Building Group (San Diego, CA)
- …logs, and daily reports. + Assist with project billing, cost tracking, and financial documentation. + Participate in client meetings to support relationship ... building and ensure responsiveness to client needs. + Support closeout activities, including punch list...related field preferred. + Willingness to grow into a client -facing leadership role. Benefits and Perks: PBG offers a… more
- Bank of America (Marina Del Rey, CA)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ... shareholders every day. This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a… more
- Bank of America (Fullerton, CA)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- Bank of America (La Palma, CA)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working… more
- MUFG (Los Angeles, CA)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...With a vision to be the world's most trusted financial group, it's part of our culture to put… more
- JPMorgan Chase (Santa Barbara, CA)
- …with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at ... will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing… more
- MUFG (Los Angeles, CA)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...With a vision to be the world's most trusted financial group, it's part of our culture to put… more