- Comerica (San Francisco, CA)
- …you will be part of a team of experienced professionals providing exceptional client experience with a robust platform of investments, credit, trust and planning ... by serving as a resource speaker for related activities. Client Management Determine client needs by meeting...401(k) and pension, income protection benefits such as life insurance , AD&D, and supplemental health programs to offset unexpected… more
- Stantec (Los Angeles, CA)
- …for the overall successful execution and delivery of the project, to the Client , according to the contract. The Project Manager represents and is the primary ... job responsibilities with minimal supervision, and creates a plan to meet the client 's expectations and goals and provides a positive experience. Capable of pursuing… more
- Stantec (Los Angeles, CA)
- …concepts - Data/Wireless Network topologies. - Provides design leadership translating client and owner requirements into the production of drawings, specifications, ... industry relating to communication systems. - Develops and delivers client drawings, specifications, presentations, reports, and other deliverables. - Periodically… more
- Bank of America (Oxnard, CA)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and makes… more
- Always Best Care Senior Services (Laguna Beach, CA)
- **Job Posting: Female Caregiver Needed for Male Client in Laguna Beach** **Position: ** Nighttime Caregiver **Location: ** Laguna Beach, CA **Schedule: ** 8 PM - 8 ... female caregiver to provide overnight assistance to a male client living in Laguna Beach. The ideal candidate will...Driver's License - Reliable transportation - Proof of auto insurance If you are a caring individual who is… more
- Citigroup (Palo Alto, CA)
- …+ Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals ... to new clients/prospects, and coordinate client events + Client /prospect meetings - Organize...dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time… more
- Blue Matter (San Francisco, CA)
- …expert, playing a key role in identifying analytical solutions to complex client needs. Primary Responsibilities As a key member of cross-functional client ... and reports using Power BI, Tableau, or Sigma for client -ready insights. + Investigate MDM processes to resolve issues...paid insurances including Short- and Long-Term Disability and Life insurance as well as additional voluntary options + Paid… more
- Citigroup (Los Angeles, CA)
- …the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a… more
- Bank of America (San Francisco, CA)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and makes… more
- Citigroup (El Cajon, CA)
- …(including opening accounts, credit cards, etc.) referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service ... inquiries promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank and uses...dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time… more