- Citigroup (Beverly Hills, CA)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a ... seek strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections to the… more
- Harris & Associates (Sacramento, CA)
- …construction expertise with senior-level leadership to ensure successful project delivery, client satisfaction, risk mitigation, and team development. With over two ... fiduciary responsibility to represent both the firm and the client with integrity, insight, and impact. Core Responsibilities +...reporting, forecasts, and internal project setup within PM software systems . + Oversee and mentor a team of senior… more
- City National Bank (Beverly Hills, CA)
- …Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, ... the solutions. In collaboration with the Wealth Strategist team analyze client 's current situation, identify future life-changing events, understand client 's… more
- Citigroup (Los Angeles, CA)
- …businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a ... seek strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections to the… more
- BMO Financial Group (Los Angeles, CA)
- …feedback. + Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and ... of productivity against benchmarks. + Collaborates to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely… more
- Cognizant (CA)
- …Markets accounts. In this role, the SLS will balance client /project responsibilities with business development and sales responsibilities including identifying, ... The position also requires working with and bringing to bear an outstanding client management and consulting team. The individual will oversee high quality delivery… more
- CBRE (Los Angeles, CA)
- …please visit www.cbreim.com. **About the role** Reporting directly to the Head of Client Care, the ** Client Care Director** willbe responsible for client ... project managing the launch of the latest vintage. The Client Care group (CCG, also known as Client...of junior team members. . Drive documents, data, and systems management: facilitate and implement efficiencies, ensuring quality and… more
- ADP (San Dimas, CA)
- …service engagements through strategic analysis and product demonstrations. Drive client retention, deep system utilization and revenue by identifying, developing ... Project Managers and Resource Managers to align with strategic client needs. + Develop relationships by building rapport with...ask and respond to questions on a variety of systems and subjects and make recommendations for optimization or… more
- Zones LLC (Los Angeles, CA)
- …national chains to regional players. You'll be responsible for developing client relationships, identifying retail tech pain points, and delivering value through ... change without notice. This role requires up to 50% Travel + Retail Client Engagement: Build and manage relationships with retail end-users (store operations, IT,… more
- Citigroup (Los Angeles, CA)
- …the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications....knowledge of all Citi Private Bank banking and product systems , platforms, tools and capabilities. + Series 7 &… more