- City National Bank (Los Angeles, CA)
- …RM II* WHAT IS THE OPPORTUNITY? Develops and manages personal banking client relationships with the owners, principals, executive managers and employees of ... Relationship Managers and personal outreach efforts. Provides integrated financial services and advice to clients including: banking, credit, asset management,… more
- Bank of America (San Jose, CA)
- …including managing expenses, building wealth, and managing debt + Ensures exceptional client service quality delivery by supporting the operational execution of ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- Citigroup (Sunnyvale, CA)
- …needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. + With the support of product ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more
- Bank of America (Newport Beach, CA)
- …market. Job expectations include having successful track-records of delivering lending services to clients by demonstrating an understanding of credit, lending ... action up to and including termination. **Responsibilities:** + Provides exceptional client care by providing advice oriented solutions with Consumer Lending and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …remote! Position Overview The Associate Financial Planner will support the advisor in creating sophisticated, bespoke financial plans and working through complex ... models, stock option strategies, and performance/risk analysis. + Evaluate client -specific financial situations and build tailored recommendations. + Stay informed… more
- Hologic (San Diego, CA)
- …+ Meets commitments to customers/clients; Continually searches for ways to improve customer/ client service ; Impresses customers with exceptional service or ... relations, and consulting skills to serve as a trusted advisor to major business segment leaders. + Excellent analytical,...skills ensure your ability to broker effective corporate HR services for your client organization. + Proven… more
- Bank of America (Los Angeles, CA)
- …concepts, generally with annual revenues of $50 million to $2 billion. Targeted size of client is over 20 units if a franchisee and over $50mm in revenue if an ... include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates,… more
- Highmark Health (Sacramento, CA)
- …analysis, wellness studies, predictive modeling, benefit benchmarking, claim reserving and strategic client support that is both client facing and supportive to ... underwriters. This role is a critical component in fulfilling the Trusted Advisor role the Underwriting department provides to our clients and Sales. **ESSENTIAL… more
- WTW (San Francisco, CA)
- …Advisory practice you will be primarily responsible for selling, leading and delivering large client engagements and serving as a strategic advisor to clients in ... client contracting terms (eg scope of work, Master Services Agreements) + Be a positive role model of...goals + Identify opportunities to cross-sell new products and services + Coordinate with existing client teams… more
- Rincon Consultants (Los Angeles, CA)
- …statewide strategy for utilities services . + Cultivate and sustain senior-level client relationships, positioning Rincon as a trusted advisor . + Lead ... our market presence. You will direct multidisciplinary teams, strengthen key client relationships, and drive innovation in service delivery-while mentoring… more