- TIAA (Redwood City, CA)
- …annuities, and other planned giving arrangements. The job consults with relationship managers, client account managers, trust administrators, other associates, ... law, and state gift annuity regulation. + Works with relationship managers and gift administration and tax staff to...trust digesting process (ie: prepares status reports, coordinates with client transition manager and client … more
- Bank of America (Irvine, CA)
- …management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Ventura County (Ventura, CA)
- …maintain client confidentiality and uphold professional ethical code, including client /counselor relationship ; acquire knowledge of laws applicable to the ... maintain client confidentiality, and uphold professional ethical code, including client -counselor relationship ; acquire knowledge of laws applicable to the… more
- Cushman & Wakefield (Los Angeles, CA)
- …C&W and client * Seize opportunities to expand C&W's commercial relationship through the delivery of value-added services * Drive innovation through the ... of all C&W account services and adherence to the client 's real estate standards of performance and needs *...4. Customer Focus 5. Financial Management 6. Leadership 7. Relationship Management 8. Team Orientation 9. Vendor Management 10.… more
- Bank of America (Monterey, CA)
- …Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (San Francisco, CA)
- … client meetings and national events + Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Fresno, CA)
- …goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging expertise. This position is ... the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager...Detail + Collaboration + Issue Management + Prospecting + Relationship Building The following laws or regulations restrict or… more
- Jacobs (San Francisco, CA)
- …communication. Responsible for the project overall health; financials, team effectiveness, client relationship , safety, and quality. Together, we will embody ... tool. * Fosters and maintains a collaborative professional working relationship with Project Teams. * Sets the Client...* 15+ years of AEC buildings experience as a client -facing Design Project Manager * Active participation… more
- City National Bank (Los Angeles, CA)
- …initiative to respond to past dues based on information provided by the Relationship Manager . * Assists with quarterly, semi-annual, and annual financial reviews ... expertise to a team of Personal & Business Banking Relationship Managers. Is client facing and manages...analysis, pricing and adherence to Bank policies. * Attends client meetings at Credit Manager 's request to… more
- ThermoFisher Scientific (Carlsbad, CA)
- …Partner closely with internal business partners assigned to accounts to ensure client satisfaction, provide insights into relationship management and operations, ... you will drive revenue growth by aligning with business strategies, anticipating client needs, and identifying market opportunities to achieve annual sales targets.… more