- BMO Financial Group (Los Angeles, CA)
- …a timely manner (as necessary). + Credit Assessment & Risk Management (40%) + Client Performance / Portfolio Management (35%) + Sales Support and Partnership ... principles and in compliance with the Bank's policies and related procedures. Client Performance/ Portfolio Management + Actively manage assigned portfolio… more
- City National Bank (Beverly Hills, CA)
- …for new clients and IPS change / reallocation letters when necessary* Assist the Portfolio Management team in solving client and advisor issues as it relates ... Performance and Client Services* Transition / set up new client accounts* Analyze portfolio performance and research outliers* Respond to ad hoc client … more
- Robert Half Office Team (Alamo, CA)
- …to ensure timely and accurate execution on behalf of clients. * Assist with client portfolio management by creating and updating portfolios in internal systems. ... Description We are looking for a dedicated and detail-oriented Client Service Specialist to join a Registered Investment Advisory firm in Alamo, CA. In this… more
- Acxiom (Sacramento, CA)
- …Ability to contribute to the generation of revenue proactively and strategically across client portfolio . Possess the skills and knowledge needed to identify, ... business needs to Acxiom products, solutions, and services. + Manages client portfolio revenue and bookings forecasts. + Creates and maintains appropriate,… more
- Cayuse Holdings (Sacramento, CA)
- …closely with Business Unit and company leadership to voice and advocate internally for client portfolio priorities and for best teams/people to sell and delivery ... **_EMPLOYEE TYPE:_** Full-Time Salary Exempt **_TRAVEL:_** Yes **_RELOCATION:_** No Our client account leaders build, lead, sell and deliver large, complex, programs… more
- CBRE (Los Angeles, CA)
- …client reporting and software applications. + Guide CBRE employees within the client portfolio to interface professionally with clients and respond with ... Client Success Manager Job ID 227274 Posted 02-Jul-2025...United States of America **About The Role:** The CBRE Client Success Manager handles and coordinates complex business support… more
- CDM Smith (Concord, CA)
- …activities. * Being responsible of the overall financial performance of projects within a client portfolio . * Being a highly visible advocate of CDM Smith ... CDM Smith has a new opportunity for an experienced Client Service Leader to lead client engagement and business development for water and wastewater municipal… more
- JPMorgan Chase (San Francisco, CA)
- …customized wealth solutions and the right team of advisors to manage the client 's portfolio and serve their wealth needs. + Effectively advance opportunities ... The Client Specialist is a sophisticated wealth expert that...wealth services to best meet the objectives of each client . The Client Specialist provides high level… more
- AON (San Francisco, CA)
- …various portfolio planning models and analytical tools + Monitoring client portfolio activity and underlying positions + Conducting performance measurement ... various portfolio planning models and analytical tools + Monitoring client portfolio activity and underlying positions + Conducting performance measurement… more
- TIAA (Pasadena, CA)
- …needs. + Create and adjust asset allocation strategies to align with evolving client goals. + Conduct in-depth portfolio reviews and guide long-term wealth ... The TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment strategies...Manager leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets… more