- Herbalife (Los Angeles, CA)
- Program Manager, Client Services Category: Marketing Position Type: Regular Full-Time External ID: 16600 Location: Los Angeles, CA, United States Date Posted: ... Worldwide Creative team is seeking an accomplished Program Manager, Client Services to own the coordination of... environment with a focus on creative excellence and client service + Capability of implementing various… more
- Grant Thornton (Los Angeles, CA)
- Grant Thornton is seeking a Corporate Development Manager to join the team. Approved office locations can be found below. Position Summary: We are seeking a ... strategic and analytical Corporate Development Manager to join our dynamic team within...our dynamic team within a leading, private equity-backed professional services firm. This role is responsible for identifying, evaluating,… more
- Adecco US, Inc. (Santa Ana, CA)
- **Adecco** is hiring a ** Client Services Support** professional to strengthen our client relationships and manage a diverse portfolio of financial ... of all reporting and system updates. + Deliver excellent client service and manage risk effectively. **Requirements**...and PowerPoint. + Bonus: Experience in Project Finance and/or Corporate Trust . **Why Work with Adecco?** +… more
- City National Bank (San Francisco, CA)
- …30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San ... *CREDIT OFFICER LEAD CORPORATE BANKING - Food and Beverage * WHAT...process by providing credit and loan underwriting expertise. Is client facing and manages all aspects of credit relationships… more
- City National Bank (Los Angeles, CA)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS...securities market. * Minimum of 5 years of direct client services experience required * FINRA Series 7 ... support. WHAT WILL YOU DO? * Provide support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across… more
- Moss Adams LLP (San Diego, CA)
- …Focus. **Responsibilities** : + Advise clients on corporate , partnership, individual and trust and estate tax services + Oversee the calculation and analysis ... **Tax Manager - Corporate Tax** **Description** At Moss Adams, we champion...and interesting business challenges. **Introduction to the team** Tax Services ' teams deliver quality tax solutions to public and… more
- Bank of America (San Francisco, CA)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... Operations staff. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the… more
- Bank of America (Walnut Creek, CA)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities.… more
- Robert Half-Robert Half Corporate (Carlsbad, CA)
- …superior service . **Leadership Approach** + Leads with character, builds trust , respect and credibility through actions and behaviors along with placing team ... **Communication/Collaboration** + Effective communication (feedback, difficult messages, expectations, ownership, corporate goals and accountability). + Build collaborative relationships throughout… more
- Umpqua Bank (San Diego, CA)
- …alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PCA leads ... our team-based service model, ensures the delivery of our ...planning and taxation. + Extensive knowledge of Umpqua Banking, Trust Services , Taxation planning, Asset Allocation concepts… more