- T. Rowe Price (San Francisco, CA)
- …clients and consultants in the western region of the US. + Develop solution -oriented partnerships by understanding client challenges and leveraging T. Rowe Price ... more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income,...priority for the firm. To effectively service this important client segment, the firm has built a global team… more
- JPMorgan Chase (Pasadena, CA)
- … client who has multiple products and services + Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products ... Proposal process and due diligence + Able to identify innovative solutions to best serve client and/or manage risk + Demonstrate seasoned judgment to offer… more
- JPMorgan Chase (San Francisco, CA)
- … service and make your mark by delivering high-quality support and innovative financial solutions . As a Client Associate within the JPMorgan Advisors team, you ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll...opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships. With a commitment to… more
- ADP (San Dimas, CA)
- …knowledge to provide solutions to issues and questions and help build client understanding around our products' value. You will turn client input into ... from state and federal agencies. + **Be a Trusted Advisor and Problem Solver.** You will use a breadth...recommendations for ADP leadership on best practices and solutions training. + **Demonstrate Client Focus.** You… more
- RGP (Los Angeles, CA)
- …and cultivate new client opportunities, focusing on account diversification and solution expansion. + Act as a trusted advisor to clients, demonstrating ... We are seeking a Senior Director, Client Development - Strategic Client Accounts...Drive cross-functional collaboration across teams to deliver comprehensive, high-value solutions to clients. + Consistently meet or exceed established… more
- Bank of America (Walnut Creek, CA)
- …MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, ... develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial… more
- WTW (San Diego, CA)
- …the origination of new business to the firm + Develop a trusted advisor relationship with client contacts through effective leadership of engagements, supported ... leaders in designing, selling and implementing cutting-edge consulting and technology solutions to solve pricing and underwriting challenges faced by the world's… more
- WTW (San Diego, CA)
- …by utilizing existing network and cultivating new relationships, developing a trusted advisor relationship with client contacts through effective communication + ... finance and claims experts to deliver consulting and technology solutions to our Small Business insurance clients. ICT provides...+ Lead, build, and participate on teams to deliver client projects for Small Business insurance clients + Execute… more
- WTW (San Diego, CA)
- …knowledge to serve as a subject matter expert + Develop a trusted advisor relationship with client contacts through effective communication + Listen critically ... finance and claims experts to deliver consulting and technology solutions to our personal lines insurance clients. ICT provides...Lead, build, and participate on teams to deliver actuarial-focused client projects + Execute work on client … more
- Bank of America (Newport Beach, CA)
- …obtain SIE, series 7 & 63 within 180 days of start date) **Skills:** + Client Management + Client Solutions Advisory + Prospecting + Relationship Building ... multifamily project loans as well as entity level financing solutions .The SRM is responsible for managing a portfolio of...to being the primary bank advocate and key financial advisor for the client , the SCM is… more