- Raymond James Financial, Inc. (Walnut Creek, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic...With a high level of organization and accuracy, processes client financial transactions and financial advisor and… more
- Anywhere Real Estate (Los Angeles, CA)
- …with different backgrounds, approaches, and perspectives. + Expert relationship builder and client advisor . Ability to influence and engage partners at all ... reports into the SVP of Growth at Anywhere Integrated Services . Our team is focused on building out new,...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Verndale (Los Angeles, CA)
- …Solution Consultant will drive solution architecture in sales pursuits, be a trusted client advisor and ensure consistent delivery for clients in the Salesforce ... matter expert in a skill and/or solution and is responsible for client delivery, proposals, new business opportunities, and knowledge management. The Solution… more
- BMO Financial Group (San Francisco, CA)
- …+ Uses a consultative sales process to develop strong customer relationships; acts as client 's trusted advisor and primary point of contact. + Proactively works ... Bilingual in English and Cantonese Language is preferred **_The mission of Premier Services is to help mass affluent clientele make real financial progress by… more
- City National Bank (Los Angeles, CA)
- …and process daily Outstanding Actions Report. * Maintain database that houses all client , Financial Advisor , and partner firm contact information including the ... Works with branch and department colleagues on all aspects of the client on-boarding process. Collaborates with Portfolio Management teams to process requests for… more
- Bank of America (San Francisco, CA)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Advisor Development Program - Financial Solutions Advisor...+ Managing a portfolio of clients by providing exceptional client care with industry leading products, services ,… more
- IBM (San Francisco, CA)
- …current releases, features and practices and share with team. * Act as senior client -facing advisor on designs and best practices. * Perform hands-on delivery of ... design, build, testing, training, go-live and post-production support. * Working closely with client teams to understand their needs and offer solutions and design *… more
- JPMorgan Chase (Los Angeles, CA)
- …to best compete. + Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio ... JP Morgan Asset & Wealth Management, managing over $2 trillion in client assets, is a global leader in investment and wealth management. Serving institutions,… more
- Bank of America (Westlake Village, CA)
- …must determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- Bank of America (Modesto, CA)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Advisor Development Program - Financial Solutions Advisor...provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management… more