- 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
- 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
- Allied Universal (Woodland Hills, CA)
- …This person will be responsible for the day to day operational management of an assigned client portfolio within the branch operation. If you desire to work in a ... key branch measurements, such as overtime and scheduling efficiency for assigned client portfolio . + Attend and actively participate in management meetings… more
- TIAA (Palo Alto, 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
- BMO Financial Group (San Francisco, CA)
- …+ Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition. + Proactively works with ... personal trust and investment management - required. + In-depth knowledge of client portfolio management. + Technical proficiency gained through education and/or… more
- City National Bank (Los Angeles, CA)
- …to client regarding adjustments or actions that should be taken. * Client Portfolio Review and Management * For Managed Solutions, structure client ... * Responsible for the preparation and presentation of the portfolio review materials at client meetings. * Risk Management and Compliance * Keep current… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …to process improvements-while also collaborating across teams to ensure seamless client service. Key Responsibilities + Lead portfolio reporting, rebalancing, ... financial planning, disciplined investment management, and a deep commitment to client relationships. The company's team thrives in a collaborative, purpose-oriented… more
- BrightView (San Jose, CA)
- …or concerns as needed + Ensure renewals of each account within the assigned client portfolio + Proactively listen to potential site enhancement needs of existing ... for clients. This role builds long-term relationships that fosters client satisfaction and retention, grows the portfolio ...fosters client satisfaction and retention, grows the portfolio the right way through ancillary sales and price… more
- JPMorgan Chase (Los Angeles, CA)
- …and credit industry knowledge to make informed credit decisions for a diverse client portfolio within the Sports and Entertainment industry. You will work ... in collaboration with business teams to fulfill client credit requests, while maintaining a balance between risk...the firm. You will provide regular monitoring of your portfolio to accurately assign risk ratings to clients and… more