- Citigroup (Los Angeles, CA)
- …years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage relationships both internal ... product offerings + Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and… more
- Bank of America (San Jose, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... + Leverages extensive financial data to identify possible solutions to meet client needs and goals + Schedules, prepares, and attends client meetings to… more
- WSP USA (Los Angeles, CA)
- …industry contacts in the local area. + Commitment to internal and external client service . + Exercise responsible and ethical decision-making regarding company ... signed Service Agreement where WSP has expressly requested recruitment/staffing services specific to the position at hand. Any unsolicited resumes, including… more
- US Bank (San Diego County, CA)
- …insurance services based upon a client 's unique situation + Refer and partner with other financial services within other US Bank channels, as ... the needed discovery, assess investment needs, and evaluate each client 's unique needs + Determine which financial ...including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently + All the resources of… more
- PNC (San Jose, CA)
- …a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Holds team accountable for deliverables. + Held ... expand his/her external network for business development. + Manages risk through appropriate client selection and ensures that our service delivery is consistent… more
- VCA Animal Hospitals (Sacramento, CA)
- …the HM in appropriate staff-related decision making (interviewing, hiring, disciplinary action) processes ** Client service :** + The MD and RMD handle all ... The relationship between the individual doctors and the various services is collegial and collaborative. Sit down rounds are...with the HM to ensure delivery of top level client service to every client .… more
- Palo Alto Networks (San Francisco, CA)
- …forensics, incident response, post-incident remediation and threat eradication, among others + Client services mindset and top-notch client management skills ... Partner with the Unit 42 executive team and service line leaders to develop and execute strategy for... + Ensure the consistency and quality of our services and highest level of customer service … more
- Wells Fargo (Azusa, CA)
- … to fulfill those needs * Experience using business acumen to provide financial services consultation to small business customers * Knowledge and understanding ... or relationship manager to meet their needs * Partner with financial advisors to understand appropriate...of financial services consumer lending products * Ability… more
- Citigroup (Palo Alto, CA)
- …years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage relationships both internal ... product offerings + Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and… more
- Grant Thornton (San Francisco, CA)
- …in a rapidly growing, fast-paced, interactive, results-based team environment + Exceptional client service and communication skills with a demonstrated ability ... litigation support, and project monitoring initiatives within the Forensics Advisory Services Practice - all with the resources, environment, and support to… more