- Bank of America (Irvine, CA)
- …investment management, or relationship management. Key responsibilities include providing quality client service , and operations support and executing problems ... disciplinary action up to and including termination. **Responsibilities:** + Provides quality client service and effective operations support by resolving … 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
- Bank of America (Chico, CA)
- …to progress to the next phase as an advisor + Builds relationships with internal service providers based on client needs and asset thresholds + Manages risk ... to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a sustainable book… more
- Bank of America (Monterey, CA)
- …+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu… more
- JPMorgan Chase (San Francisco, CA)
- …Morgan Wealth Management, offers US based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of ... Job Responsibilities: + Act as the primary point of contact for assigned client relationships, deepen client relationships through getting to know details of… more
- US Bank (Truckee, CA)
- …Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the ... and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of… more
- Equitable (Los Angeles, CA)
- …demonstrating how these solutions can be tailored to meet their unique needs + ** Client Service and Implementation** : Analyze and organize client data, ... balance and champion limitless income potential! **Role Highlights** + ** Client Engagement** : Cultivate and expand your network within...experience + **Licensing** : State Life & Health, SIE, Series 7, Series 66 + **Personal Attributes**… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, ... wealth management leader that delivers the highest quality advice, service , capabilities and products to high net worth individuals...real asset funds. With over $ 200 billion of client capital invested across alternatives, the team brings a… more
- KeyBank (CA)
- …industry knowledge and Key's product set. Sr. Payments Advisors serve as the client 's trusted advisor for cash management solutions to develop, manage and retain ... profitable client relationships and deliver subject matter expertise to ...maintain fluid communication with internal partners to provide seamless service to clients and sales visibility. + Working with… more
- Ventura County (Ventura, CA)
- …approximately 14 days of vacation a year for the first 10,400 hours or 5 years of service ; vacation accruals increase at 5, 11, 12, 13, 14, 15 and 20 years of ... service topping out at 26 days a year and...to thorough knowledge of (depending on level within the series ): + Agency and program policies and procedures; +… more