- Kyndryl (Sacramento, CA)
- …projects to successful completion, maintaining a focus on quality, timelines, and client satisfaction. + **Collaborative Leader:** Excels in team environments, ... be at the forefront of driving continuous improvement and delivering exceptional service to our customers. **Summary** The Healthcare IT Applications - Systems… more
- Grant Thornton (Los Angeles, CA)
- …more, confidently. Your day-to-day may include: + Manage, direct, and monitor multiple client services teams on client engagements; plan, execute, direct, ... client 's tax burden + Consult, work with, and service client to make recommendations on business...business and process improvement and serve as a business advisor to client + Other duties as… more
- City National Bank (Beverly Hills, CA)
- …and Business Manager Relationships to provide tailored advice in collaboration with client team . Utilize planning capabilities and develop solutions across ... Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). Through research, analysis, and coordination of accurate data and… more
- WSP USA (Los Angeles, CA)
- …industry contacts in the local area. + Commitment to internal and external client service . + Exercise responsible and ethical decision-making regarding company ... fulfill our goal that WSP become the preferred, trusted advisor to our clients. + Manages local client...Service Agreement where WSP has expressly requested recruitment/staffing services specific to the position at hand. Any unsolicited… more
- Wells Fargo (Los Angeles, CA)
- …other Wells Fargo team members to build strong relationships, provide superior service and advice, and enhance other opportunities **In this role, you will:** + ... or functional area, including sharing relevant information with coverage team partners + Lead modifications, renewals, and refinancings of...levels across the enterprise and serve as an expert advisor to leadership to resolve client issues… more
- City National Bank (San Francisco, CA)
- …strong leadership in driving team performance, maintaining high standards of client service , and aligning efforts with overall business objectives. * ... geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Manages...clients to discuss and promote all Bank products and services in order to establish a total client… more
- PNC (Los Angeles, CA)
- …PNC Private Bank takes a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment ... Advisors in PNC Private Bank are responsible for developing client solutions and strategies, including lending, investment management, estate/retirement planning… more
- City National Bank (Beverly Hills, CA)
- …high quality. * Participate and/or lead client meetings and work within a team environment to deliver integrated planning services to clients. * Keep abreast ... team in the development of HNW and UHNW client facing materials in the areas of Estates and...months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18… more
- BMO Financial Group (Newport Beach, CA)
- …+ Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action. ... volumes. + Provides research and data gathering to sales team to facilitate solution to the client 's/prospect's...'s/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience… more
- City National Bank (Newport Beach, CA)
- …the activities of branch personnel towards attainment of branch goals, including sales, client service and proper credit quality and risk management. Responsible ... sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular...of assigned branch with particular emphasis on managing a client -driven sales and service environment. This may… more