- City National Bank (Los Angeles, CA)
- …and related opportunities (eg develop prospect lists, attend pipeline meetings, review relationship manager portfolios and existing client lists, utilize ... like foreign wire reports to find new business). * Deepen existing client relationships and profitability: Maintain ongoing relationship with existing clients.… more
- Bank of America (San Mateo, CA)
- …Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments ... Management + Client Management + Client Solutions Advisory + Relationship Building +...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Carlsbad, 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
- Umpqua Bank (Sacramento, CA)
- …as a top-line professional, establishing and sharing best practices in segmentation, client engagement processes, team dynamics, and relationship management both ... we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting… more
- APTIM (CA)
- …and outcomes. + Manage program schedule, budget, staffing, scope, risk and client relationship throughout the development and implementation process. + Ensure ... APTIM's Energy Transition Team seeks an experienced **E-mobility Incentive Program Manager ** , with consulting experience and client management background,… more
- AC Disaster Consulting (Los Angeles, CA)
- …of Role/Position Summary: We are seeking a dynamic and results-driven Account Manager with expansive business development and client service experience to ... markets as guided by the ACDC Strategic Plan, market analysis, and relationship / client development opportunities. The ideal candidate will be a strategic… more
- PNC (San Francisco, CA)
- …to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, ... Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical… more
- Grant Thornton (San Diego, CA)
- …in evaluating new opportunities (audit or other) or existing relationships for a client (or prospect) or an affiliate of one that is subject to independence ... the applicable independence standard (eg, AICPA, SEC). + Advise teams with Relationship Checking activities (eg, guidance or processing assisting on relationship … more
- Tradesmen International, Inc. (Commerce, CA)
- …for locating and bringing in new business, as well as maintaining Client relationships that increase the usage of Tradesmen International's services and workforce. ... sales goals set by the Company. + Communicates detailed Client needs to the Operations team. + Generates sales...their place of business.Educates Prospects and Clients about the relationship between the use of a highly skilled variable… more
- Conduent (Los Angeles, CA)
- …every day. **Director, Account Management - Tolling** **Are you a strong relationship manager with experience supporting tolling operations?** **Do you excel ... Proven experience managing transportation, tolling, or public sector accounts + Excellent client relationship and stakeholder management skills + Ability to… more