- Bank of America (Oakland, CA)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- Publicis Groupe (El Segundo, CA)
- … financial management process inclusive of budget authorization, buy entry, client billing, supplier invoice reconciliation and payment, financial reporting, ... opportunities and technology-driven solutions. + Partner with Spark Finance and Client Finance/Procurement teams to deliver financial reporting and tracking… more
- Cushman & Wakefield (Irvine, CA)
- …coordination with the account planning process, develop an overall vision for to increase client value and C&W service delivery and revenue growth across ... within respective territory. + Set and measure operational and financial goals for client accounts within respective...+ Competency in one or more of the core service lines + Financial analysis and computer… more
- Towne Park (San Francisco, CA)
- …service standards are met or exceeded. Under the direction of the Account Manager , the Guest Service Captain has additional duties involving coordination and ... make an impact. When we see a customer, a client or one of our own team members smile,...as well as providing troubleshooting and/or guidance when the manager is not on-site. The Guest Service … more
- City National Bank (Los Angeles, CA)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 4 years experience in client service , banking operations or relationship management support required. * ... in client call program either independently or with Relationship Manager . Prepares call reports for management. * Provides assistance and coverage for… more
- TAIT Towers (Burbank, CA)
- …Beyonce, and The Olympics **Position Purpose** The Producer is a creative leader, project manager , client relationship manager and people manager . As ... company's creative and financial well being. Be intimately familiar with a client 's business goals and creative objectives for the project to help ensure that… more
- BMO Financial Group (Los Angeles, CA)
- …the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and ... plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize… more
- Bank of America (Beverly Hills, CA)
- …investment management, or relationship management. Key responsibilities include providing quality client service , and operations support and executing problems ... solutions to goals to support responsible growth **Responsibilities:** + Provides quality client service and effective operations support by resolving client… more
- City National Bank (Beverly Hills, CA)
- …* Bachelor's Degree or equivalent * Minimum 5 years of experience in client service , banking operations or Private Banking relationship management support ... with accurate, timely and extensive information to ensure quality service and client retention. Oversees the risk...potential problems and take appropriate action necessary to avoid financial loss to the Bank. * Facilitate new deposit… more
- Comerica (San Francisco, CA)
- …and financial planning; listen, profile, gather information to assess client needs, biases and objectives. Assess opportunities and determine alternatives and ... needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the … more