- Bank of America (Newport Beach, CA)
- …the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance , new products, ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...or any other factor that is irrelevant to the performance of our teammates. To view the "Know your… more
- City National Bank (San Francisco, CA)
- …continuous learning within the team. * Exhibit strong leadership in driving team performance , maintaining high standards of client service, and aligning efforts ... Senior Relationship Manager develops new business prospects and manages existing client relationships in the assigned specialized business segment and/or geographic… 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 ... product and program strategies that align with the overall business objectives and client needs. * Product Development and Innovation: Plays a key role in the… 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
- Publicis Groupe (Burbank, CA)
- …a team in the development, execution, and stewardship of media plans for client 's business. The AMD effectively leverages experience, knowledge and skills to push ... fresh thinking while balancing client , agency, and team needs with the assistance of...+ Work with internal investment teams to gauge media performance and KPIs to determine the extent to which… 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... value and cost; analyze and report on program performance to bank management. * Financial management: keep track… more
- Ventura County (Ventura, CA)
- …without further exam upon meeting the minimum requirements, demonstrating satisfactory performance , and in accordance with the business needs of the department. ... toxicology testing, distributes harm reduction supplies, makes referrals, and coordinates client care + Develops and/or delivers substance use presentations to… more
- Bank of America (Oxnard, CA)
- …supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance , and how we make an impact in the communities we serve. ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...or any other factor that is irrelevant to the performance of our teammates. To view the "Know your… more
- TIAA (Redwood City, CA)
- …that affect charitable gift planning and the administration and investment of client trusts, gift annuities, and other planned giving arrangements. The job consults ... with relationship managers, client account managers, trust administrators, other associates, members of...time in role, base salary of internal peers, prior performance , business sector, and geographic location. In addition to… more
- Bank of America (Monterey, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a sustainable book… more