- City National Bank (Los Angeles, CA)
- …compliance. Overseas the risk associated with the operational and administrative aspects of high net worth client servicing and transaction processing. WHAT ... development, retention, and portfolio management efforts. Assist clients with escalated service and operational requests. Adheres to CNS and CNB policies and… more
- City National Bank (Irvine, CA)
- …National's Private Banking group, you will help deliver tailored financial solutions to high - and ultra- high - net - worth families, select professional ... services firms and select nonprofits. Exceptional, customized service and integrated solutions and strategies, investment management, trust and wealth planning set… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …advisory firm based in Mill Valley. The firm offers personalized financial services to high - net - worth individuals and families and is known for its ... expanding networks + Collaborate with team members to ensure consistent delivery of high -quality client service + Maintain compliance and accurate records of all… 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 ... Executives to deepen client relationships and drive repeated business + Manage individual service level agreements and turn times on all loans in the assigned… more
- Insight Global (Beverly Hills, CA)
- …firm specializing in high -impact experiences for major charities, celebrities, and high - net - worth individuals is looking for a dynamic Digital Content ... ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by… more
- Gelfand Rennert & Feldman (Century City, CA)
- … business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 ... the matter will be rectified + Other projects and duties as assigned Qualifications + High school diploma with 2+ years in a similar role is required, + Bachelor's… more
- HSBC (Beverly Hills, 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
- Gavin de Becker & Associates (Los Angeles, CA)
- …+ 3+ years of experience conducting close protection/executive protection operations for high - net - worth clients/at-risk clients. Experience working in one of ... will have these attributes: + Wish to be of service and protect others + Excellent health and fitness,...pass a pre-employment background investigation + Commitment to maintaining high level of attentiveness and energy Note: We are… more
- Gelfand Rennert & Feldman (Century City, CA)
- … business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 ... entertainment business management firm or 3+ years of general accounting experience + High School Diploma or GED equivalent is required; + Associate's or Bachelor's… 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 ... essential to build effective relationships with brokers and to deliver a high standard of customer service as an example for the team to follow. + People… more