- Wells Fargo (Irvine, CA)
- …high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking , custom lending, and trust services . These bank specialists ... Wells Fargo is seeking a Trust Officer - Fiduciary Specialist focused on estate services within the Banking , Lending, and Trust division of Wealth and Investment… more
- Columbia Bank (CA)
- …+ Collaborate with bankers to develop high quality loan portfolios and service client relationships. Review, approve, decline, or recommend credit ... to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We...**About the Role** **:** The position reports to the Executive Credit Officer for Commercial Real Estate and is… more
- Columbia Bank (Los Angeles, CA)
- …solutions across investments, trust and wealth transfer, credit, deposit and other appropriate services . + Manage relationships by leading the client team in the ... create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our… more
- Ankura (Los Angeles, CA)
- …professionals have diverse backgrounds and varied experience including banking , consulting, restructuring, accounting firms and public/private industries. Our ... role is an experienced senior level position that leads and manages client engagement team(s) through challenging in-and-out of court turnaround and restructuring… more
- Compass Group, North America (San Francisco, CA)
- …Experience** : * Minimum 5 years related experience and/or training at the Dining Service Director, Executive Chef or Chef Manager Level or equivalent. * Serve ... our team members. We constantly strive to strengthen our service culture. Every team member knows they matter and...can develop and training others to elevate our customer, client , and team member experience | Excellent ability to… more
- Guidehouse (Sacramento, CA)
- …**:** Up to 25% **Clearance Required** **:** None **What You Will Do:** Client Relationship Management and Engagement Delivery * Actively manage a portfolio of ... client engagements and consulting staff, ensuring all contractual targets...with executives at state health departments and health care services agencies, including division, branch, and program levels. *… more
- City National Bank (Los Angeles, CA)
- …This position is expected to advise on a broad range of matters under the banking and securities laws, including the SEC, FINRA, OCC, FRB, and FDIC, help resolve ... fund subsidiaries and affiliates with respect to wealth management products and services . * Support senior counsel in advising the Bank's wealth management… more
- Robert Half Office Team (San Diego, CA)
- …across a wide range of responsibilities, including executive support, family office services , investment operations, and client service . This role serves ... as a key liaison between the executive team, clients, custodians, and back office, ensuring smooth...the CEO's Advisory Associate. Key Responsibilities Family Office & Client Administration + Manage household payments (utilities, insurance, etc.)… more
- City National Bank (Los Angeles, CA)
- … services experience *Additional Qualifications* * Advanced knowledge of banking compliance laws and regulations. * Ability to analyze complex situations ... will act in a compliance advisory role supporting consumer banking on matters of regulatory compliance for Credit Cards....processes. * Report on key or elevated risks to Executive Management, Committees, or the Board of Directors *… more
- Columbia Bank (Los Angeles, CA)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We...with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service .… more