- WTW (Los Angeles, CA)
- …having the opportunity to deep dive within their respective business area. ** Client Advocacy Commercial Lines Overview** Colleagues in this role will support ... work with assigned external clients under the direction of senior colleagues. External client facing responsibilities expected to be up to 30% as skills develop. As… more
- City National Bank (Studio City, CA)
- * CLIENT SUCCESS SENIOR MANAGER AGILLINK* WHAT IS THE OPPORTUNITY? The AgilLink Client Success Consultant is responsible for all aspects of maintaining the ... client relationship after the sale. This will include consultation,...value * Financial accounting experience for recording investment purchases, sales and unrealized activity (eg, stocks, bonds, alternatives, partnerships)… more
- CIBC (San Francisco, CA)
- …Regular **Weekly Hours** 40 **Skills** Analytical Thinking, Cash Flow Analysis, Client Service, Customer Experience (CX), Investment Portfolios, Post- Sales ... visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions required… more
- WTW (Los Angeles, CA)
- **Description** The Client Advocate is responsible for maintaining and cultivating client relationships. The Client Advocate role has a strong connection to ... the client 's business and a fundamental understanding of its industry....expertise required, and ultimate document ownership + Engages with sales and broking to understand marketplace changes + Retains… more
- Meta (Sacramento, CA)
- …for our client 's success on the platform through a consultative sales approach, as well as experience thriving in a dynamic, team-focused environment delivering ... Meta is seeking an ambitious, customer centric and relationship-obsessed Client Partner with a passion for strategic planning, operational...rigor, and a track record of exemplary execution. The Client Partner for Meta's Global Business Group is a… more
- Bank of America (Beverly Hills, CA)
- Private Client Advisor II Beverly Hills, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Beverly-Hills/Private- Client -Advisor-II\_25020985) **Job Description:** At Bank of America, we are… more
- Coinbase (Sacramento, CA)
- … client support. * Collaborate with internal teams, including Sales , Account Management, Program Management, Engineering, and Product, to resolve issues, ... is expected and fully supported. As a Specialist, Prime Client Services you'll join a high performing team of... Services you'll join a high performing team of client servicing professionals whose performance is critical to Coinbase… more
- City National Bank (Los Angeles, CA)
- …* Provide Sales and Administrative Support to Investment Officers and client requests across a broad range of brokerage activities for retirement and ... *LEAD CLIENT SERVICES OFFICER* WHAT IS THE OPPORTUNITY? Oversee...Relationship Officers, Assistant Investment Officers and licensed representatives in client servicing, business development, retention, and portfolio management efforts.… more
- Meta (Los Angeles, CA)
- …for our client 's success on the platform through a consultative sales approach, as well as experience thriving in an agile, team-focused environment delivering ... **Summary:** Meta is seeking a customer centric and relationship-focused Client Partner with an appetite for strategic planning, operational rigor, and a track… more
- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary : The Senior Client Relationship Specialist plays a critical role in supporting the bank's relationship management efforts by processing a variety of ... client 's financial transactions, ensuring accurate documentation, maintaining ...and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. Visit… more