- JPMorgan Chase (San Francisco, CA)
- …resource to clients * a Wealth Manager that acts as the day-to-day manager of the client 's investment assets * a Financial Planner for certain clients ... The Client Specialist is a sophisticated wealth expert that...achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on… more
- HUB International (Encino, CA)
- …with the service team to provide provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client ... a competitive salary, bonus potential, and a variety of benefits to help you reach your health, retirement, and... client questions and issues. Responsibilities: + Develops client relationships with HR Manager /Directors as well… more
- City National Bank (Los Angeles, CA)
- …necessary to resolve situation. Determines appropriate method of approach. * Analyzes client needs in order to recommend appropriate solutions/ benefits to ... * CLIENT SERVICE PROFESSIONAL - CONSUMER AND BUSINESS BANKING...and identifies "root cause" of errors/discrepancies identified. Relieves Relationship Manager from performing account specific servicing tasks. WHAT WILL… more
- City National Bank (Anaheim, CA)
- * CLIENT OFFICER* WHAT IS THE OPPORTUNITY? Assists the Client Manager in supervising and participates in the operations, client service, and internal ... colleague schedules and internal workflow. They may assist the Client Manager in interviewing perspective new colleagues...location. This job is eligible for bonus and/or commissions. * Benefits and Perks* At City National, we strive to… more
- JPMorgan Chase (Irvine, CA)
- Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help ... support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you… more
- WTW (Los Angeles, CA)
- …+ I would delete this one for GDPs: In collaboration with the lead client relationship manager , actively expands existing client relationships and supports ... having the opportunity to deep dive within their respective business area. ** Client Advocacy Commercial Lines Overview** Colleagues in this role will support… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …is seeking a Client Associate to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families. This ... wealth management, financial planning, lending strategy, and family office services. Client Associate - Multi Family Office San Francisco (Steps from Montgomery… more
- Paramount (Hollywood, CA)
- …TV and Connected TV (CTV)! Our self-serve ads platform (Paramount Ads Manager ) is innovative and enables businesses to easily build impactful advertising campaigns. ... audiences through television and streaming. As a _New Business Client Partner_ , you will prospect, qualify, pitch, and...and close high potential SMB advertisers on Paramount Ads Manager . You will lay the foundation of a new… more
- Deloitte (Los Angeles, CA)
- Pharmacy Benefit Manager /Health & Group Benefits Senior Consultant Human CapitalOur Human Capital practice is at the forefront of transforming the nature of ... 5+ years of experience, and especially with prescription drug benefits ? Do you thrive on exceeding client ... experience as well as general health and group benefits skills. Key Responsibilities + Lead project manager… more
- Bank of America (San Diego, CA)
- Private Client Advisor II San Diego, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Diego/Private- Client -Advisor-II\_25024706) **Job Description:** At Bank of America, we are… more