- Amergis (Los Angeles, CA)
- …appropriate agency personnel in a timely manner and to assist in finding solutions for improvement. + Observes confidentially in client matters. + Participates ... claims histories + Files and maintains case history reports + Interviews client to assess their situational needs and then determines services/resources that are… more
- Umpqua Bank (Encino, CA)
- …**About the Role:** The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. ... to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Also… more
- Raymond James Financial, Inc. (San Diego, CA)
- …learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with ... provide clients with sound financial advice and counsel consistent with the client 's objectives, time horizon, and risk tolerance. In addition, the requirements of… more
- City National Bank (Los Angeles, CA)
- …Link* WHAT IS THE OPPORTUNITY? The Product Manager ("PM") for Treasury Management Solutions ("TMS") is responsible for a portfolio of business services which serve ... and monitors products, services and functionalities that develop new client relationships, enhance existing relationships and maximize returns. Core responsibilities… more
- Ankura (CA)
- …is an executive level position that sells, leads and manages complex restructuring client engagement(s). The successful candidate will be a "person of stature" and ... in developing and executing on key account plans, nurturing executive level client relationships of the most strategic accounts, and achieving revenue targets. The… more
- HUB International (Encino, CA)
- …and support our customer's needs and provide them with innovative insurance solutions . The **Personal Lines Account Executive** manages an assigned book of business, ... develops client relationship, and strives to grow and retain clients....exposures to loss, insurance coverages, and appropriate/available risk management/control solutions . + Establish and maintain strong and productive professional… more
- Citigroup (San Francisco, CA)
- …coordinating Wealth's engagement across the Global Family Office Wealth continuum. The client base ranges from the growing number of sophisticated private clients ... needs ("Core Family Office"). The Group's primary role is to support new client acquisitions, deepening wallet share and franchise cross-sell for the Family Office… more
- M. C. Dean (San Jose, CA)
- …Building Intelligence. We design, build, operate, and maintain cyber-physical solutions for the nation's most mission-critical facilities, secure environments, ... MC Dean delivers resilient, secure, and innovative power and technology solutions through engineering expertise and smart systems integration. **Why Join Us?**… more
- Kyndryl (Sacramento, CA)
- …C-suite, spanning the intersection between complex Business and IT customer solutions , transformations that impact across the entire customer Eco-system. This role ... in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role demands a… more
- IBM (San Francisco, CA)
- …vs. 'tell', Client Engineering co-creates with clients, in real-time, on solutions to solve their hardest business challenges. As a Platform Engineer within ... Client Engineering, you'll be a key player in a...transformation. You'll be involved in all aspects of integrated solutions , from identifying requirements to make technical decisions that… more