- Raymond James Financial, Inc. (San Diego, CA)
- …structure, policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software ... Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial... service. + Manages the full scope of a client relationship by evaluating the client… more
- Citigroup (San Rafael, CA)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Citigroup (Riverside, CA)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- City National Bank (Los Angeles, CA)
- …to Bank policies. Approves or declines credit requests within assigned authority. * Attends client meetings at Relationship Manager , Team Manager or ... determining appropriate credit strategy. * Provides input to the Relationship Manager and Team Manager ...based on information provided by the Relationship Manager . * Performs quarterly financial reviews of client… more
- City National Bank (Los Angeles, CA)
- …and analytics used to support the decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager , Team Manager , or ... financial materials and resources. * Provides balanced and appropriate credit guidance to Relationship Manager and Manager and collaborates in determining… more
- City National Bank (Los Angeles, CA)
- …and analytics used to support the decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager , Manager , Team Lead, ... financial materials and resources. * Provides balanced and appropriate credit guidance to Relationship Manager , Team Lead, and/or Manager and collaborates in… more
- KeyBank (CA)
- …deepen existing relationships through proactive identification of integrated solutions to unmet client needs. Partner with Relationship Manager 's in ... in various aspects of client management, in-person client calling, and relationship reviews for clients....Relationship Managers to stay up to date on client relationships and maintain fluid communication with internal partners… more
- Stantec (Sacramento, CA)
- …understand the levels of the decision-making responsibilities of the role as a Sr. Project Manager . + Maintain client relationship . + Lead the client ... GSA, and more. We are seeking a Senior Project Manager to join our integrated buildings practice. This position...the project to successfully deliver the project to the client . + Keep the Principal in Charge informed of… more
- City National Bank (Los Angeles, CA)
- …clients. Participates in client call program either independently or with Relationship Manager . Prepares call reports for management. * Provides assistance ... Officer is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison… more
- Comerica (San Diego, CA)
- …Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the ... performing book of business and being accountable for the success of the client relationship . What we can offer you Comerica Funded Retirement Plan and 401(K)… more