- City National Bank (Los Angeles, CA)
- …to meet estate needs in high volume environment. Regularly convenes and facilitates client , advisor and family meetings apprising of status. Identifies, collects ... as well as external clients (Beneficiaries, CPAs, Attorneys, Banker, Financial Advisor , Portfolio Manager, etc.) to ensure all closing relationships are properly… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Services is recruiting for a Client Service Associate at a growing, client -focused Registered Investment Advisor (RIA). This is a full-time permanent role ... high-performing team that values hard work, integrity, and strong client service. The firm offers a positive culture, low...Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to… more
- World Insurance Associates, LLC. (Irvine, CA)
- …payroll & HR solutions . Employee Benefits Sales Producer - Employee Benefits Client Advisor Position Overview World's Client Advisors bring risk ... niche. While your focus is selling commercial lines risk solutions , you also are empowered to help clients with...discretion surrounding sensitive information Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Wells Fargo (Long Beach, CA)
- …Fargo is seeking an Associate Trust Officer - Associate Fiduciary Specialist in Trust Client & Advisor Services as part of Wealth and Investment Management. ... time and priority management. + Collaborate effectively with relationship team members, client 's advisors and other colleagues. + Solutions -oriented and able to… more
- VaynerMedia (Los Angeles, CA)
- …and grow senior-level client relationships; serving as an executive sponsor and client advisor for multiple clients within the agency portfolio What You've ... act as a strategic partner to our clients providing assessment of the client 's current social and digital proficiencies and areas for improvement. Our VP's are… more
- Experian (Costa Mesa, CA)
- …experianplc.com Employer: Experian Information Solutions , Inc. Job Title: Principal Lead Solution Advisor Job Location: 701 Experian Pkwy, Allen, TX 75013 ... field and 7 years of experience in the job offered or in a Solution Advisor -related occupation. Position requires experience in the following: 1. Expert in… more
- City National Bank (Los Angeles, CA)
- …in accordance with Bank policies and procedures and to facilitate closings with Private Client Advisor . * May be assigned projects from time-to-time. * Builds a ... establishing open lines of communication to facilitate an appropriate solution to the issues at hand, keeping escalation to...procedures. *Must-Have** * HS Diploma * Minimum 3 years client service experience required * Minimum 3 years small… more
- Raymond James Financial, Inc. (San Diego, CA)
- …and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented...-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing… more
- IBM (San Mateo, CA)
- …AI Market Knowledge: Expertise in the Data & AI market to serve as a trusted client advisor (training on IBM's Data & AI offerings will be provided). **Preferred ... client relationships while effectively highlighting the value of IBM's technology solutions . * Utilize Solution -Selling Skills: Apply solution -selling… more
- BMO Financial Group (Truckee, CA)
- …and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that ... of our banking product experts and process all banking solutions , including checking, savings, and lending needs. As a...sales process to develop strong customer relationships; acts as client 's trusted advisor and primary point of… more