- Anywhere Real Estate (Los Angeles, CA)
- …Client Groups, build trusted relationships, and act as the liaison between Client Groups, brand leadership, and internal service teams. Support onboarding for ... and service delivery benchmarks that ensure operational effectiveness and client satisfaction. Collect and analyze data from global affiliates. 7. **Legal, IP… more
- City National Bank (Los Angeles, CA)
- …of real time risk, reporting, and escalation* High Profile and High Net Worth Client and Advisor service * Data driven approach to safety, soundness, ... *BIS - FINANCIAL SERVICES OPERATIONS ANALYST* WHAT IS THE OPPORTUNITY? The...roles will include, but not limited to: Trading and service support for Investment Management advisors and clients covering… more
- Bank of America (Newport Beach, CA)
- …while supporting relationship management activities and developing, implementing, and monitoring the team 's client service model. Job expectations include ... responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client...+ Relationship Building + Administrative Services + Client Investments Management + Customer Service Management… more
- Deloitte (San Diego, CA)
- …opportunities, manage client accounts, and advance various Deloitte initiatives. The Team : National Federal Tax Services (NFTS) is a national practice within ... Do: As a Manager on our Strategic Partnership Solutions team you will: + Refine your skillset with the...products, and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact… more
- JPMorgan Chase (San Francisco, CA)
- …a diverse suite of products and applications including, but not limited to; Advisor Services , Wealth Planning & Advice, Goal Based planning, liabilities ... you will be a vital member of the Financial Advisor 's team . Your role will involve close...service requests as needed on behalf of the team /clients. Required qualifications, capabilities, and skills: + 5 plus… more
- SHI (Sacramento, CA)
- …business objectives. + Drive revenue growth within the professional services team by identifying new opportunities and optimizing service offerings. + ... a $15 billion global provider of IT solutions and services .** **Over 17,000 organizations worldwide rely on SHI's concierge...to work independently and as part of a collaborative team . + Strong client relationship management skills.… more
- Deloitte (Los Angeles, CA)
- …professionals that support this important Strategic Growth Offering are based in various service lines across tax. National Federal Tax Services ("NFTS") is a ... a broad range of government credits and incentives ("C&I") services across more than 150 countries and regions worldwide....regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists… more
- CRC Insurance Services, Inc. (Woodland Hills, CA)
- …and ensuring the Sales team is supported with strategic, timely, and consultative service . Our employees work a hybrid schedule. On the days we are not in the ... company branding, compliance requirements, and regulatory standards. + Collaborate with sales team members to understand client needs and customize proposal… more
- Deloitte (Los Angeles, CA)
- …with the tax team to provide application support. * Working with infrastructure team to administer web applications, services and database. The Team ... a broad range of government credits and incentives ("C&I") services across more than 150 countries and regions worldwide....regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists… more
- Bank of America (San Francisco, CA)
- …effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He ... and service activities. Works with the Financial Advisor and/or team Senior Business Manager to...Senior Business Manager to develop, implement, and monitor the team 's client service model. This… more