- Robert Half Finance & Accounting (Walnut Creek, CA)
- …skills. + Professional demeanor with the ability to interact confidently with high - net - worth clients. + Punctual and reliable, ensuring readiness ... a professional, welcoming, and organized environment while providing outstanding customer service . The ideal candidate is highly organized, proactive, and possesses… more
- Charles Schwab (San Francisco, CA)
- …in English and Mandarin is required **Preferred Qualifications** **:** + Experience servicing high net worth clients + Bachelor's Degree + Bilingual ... investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. As… more
- JPMorgan Chase (Newport Beach, CA)
- …where you'll be at the heart of delivering exceptional wealth management services to ultra- high net worth clients. Join our dynamic and growing team ... Embrace the challenge of shaping the future of client service and make your mark by delivering high... service and make your mark by delivering high -quality support and innovative financial solutions. As a Client… more
- Charles Schwab (Los Angeles, CA)
- …In depth financial background in both home lending and asset-based lending with focus on high net worth clients + Deep analytical skills, including the ... employer sponsorship.** The Bank Sales team is seeking a high potential Regional Banking Manager (RBM) who will act...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
- Providence (Tarzana, CA)
- …identifying and engaging new prospective donors, with an ability to interact with high - net - worth individuals across diverse backgrounds and interests. + ... Work closely with the Executive Director and medical leadership to identify service line needs and foster trusted relationships with physician champions, driving… more
- PennyMac (Moorpark, CA)
- …level items and document system of record with actions taken + Manage high volume, high net worth , complex client accounts + Review pipeline of all loans ... and creative engagement with fulfillment functions to meet all service level agreements. As the Pipeline Accounts Manager ,...and escalate to management as appropriate + Manage individual service level agreements and turn times on all loans… more
- M&T Bank (Costa Mesa, CA)
- …aspects of Global Capital Markets trust or entity administration and servicing of high net - worth private and institutional clients. Supports senior account ... requests in a timely manner. + Manage relationships with internal and external service partners; assess issues requiring immediate attention in a timely manner and… more
- HSBC (Irvine, CA)
- …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in ... Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high value clients.… more
- HSBC (San Francisco, CA)
- …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in ... Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value… more
- AIG (Los Angeles, CA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... + As a senior member of the team, you will set a high standard of customer service to brokers and clients - providing an example for junior colleagues to… more
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