- 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
- Bank of America (Los Angeles, CA)
- …matching client needs, drive digital adoption + Schedule and perform client portfolio reviews, be knowledgeable about treasury products and services and ... Focus + Oral Communications + Presentation Skills + Client Solutions Advisory + Critical Thinking + Portfolio... Client Solutions Advisory + Critical Thinking + Portfolio Analysis + Problem Solving + Relationship Building +… 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
- 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
- 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 Robert Half's client in Alamo, CA is seeking a dedicated...collaboration. * Proficiency in data entry and familiarity with portfolio management systems or similar software. * Ability to… 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
- 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 Diego County, 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
- Acosta Group (Los Angeles, CA)
- …responsible for leading day to day preparation, planning and organization of a client portfolio and their subsequent brand programs. The Junior Account Manager ... planning, execution to measurement. As a Junior Account Manager, Client Services, you will be a central position on...and teams on-track + Develop a deep understanding of client needs, objectives, and challenges in order to provide… more
- Cushman & Wakefield (Los Angeles, CA)
- …implement an overall account plan designed to enhance the value of the client 's portfolio to operate each property at peak efficiency without sacrificing ... and asset planning, maintenance and repair for an expanded portfolio with accountability for the overall delivery of ...of all C&W account services and adherence to the client 's real estate standards of performance and needs *… more