- Bank of America (Oxnard, CA)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and makes… more
- Bank of America (San Francisco, CA)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and makes… more
- Grant Thornton (Los Angeles, CA)
- …processes, IT systems, service providers and controls. + Actively participate in client engagements from start to completion, which includes planning, executing, and ... and helping clients design and implement internal controls + Support engagement Manager and/or Senior Manager /Director in project management activities, such as… more
- Banfield Pet Hospital (Rancho Cordova, CA)
- The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice Manager or ... productivity and profitability of the hospital. This position works with the Practice Manager and/or Chief of Staff (COS) to ensure effective communication with all… more
- Columbia Bank (Rocklin, CA)
- …for better. **About the Role:** Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and ... to achieve their banking needs. + Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover… more
- JPMorgan Chase (Los Angeles, CA)
- …will need to learn about the various products and platforms (investment, insurance , charitable, educational) available to Private Client Advisors in order ... The Private Client experience at JP Morgan offers a pathway...basic individual tax rules (both transfer and income taxes), insurance , long-term care, philanthropy, college savings, retirement, and cash… more
- CIBC (Newport Beach, CA)
- …(commercial, capital markets) to orchestrate a cohesive value proposition to a client or prospect. **_At CIBC we enable the work environment most_** **_optimal_** ... existing relationships. + Identify, Source and Lead new high net worth client relationships that utilize CIBC's Private Wealth Platform and solutions which includes… more
- Royal Electric (Sacramento, CA)
- …Promote collaboration and innovation at all levels Build Relationships with the Client : + Identify current and potential clients and implement strategy for ... and challenges + Facilitate project team collaboration with the client for win-win scenarios that positively impact the project...expectations of our contract + Collaborate with Field Ops Manager and Superintendents to ensure the crews have all… more
- Bank of America (San Jose, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance , Income Tax Planning, and Investment Management and a comprehensive… more
- Stantec (Irvine, CA)
- …US West and beyond. This position will lead strategic projects, be client facing, responsible for business development, contribute to project delivery standards and ... limited to establishing new business, maintaining existing accounts, reviewing proposals, client management and participating in projects where technical or … more