- Northwestern Mutual (Los Angeles, CA)
- …Yello x WayUp (2022) 5.0+ million clients and growing2 $257 billion retail investment client assets held or managed by Northwestern Mutual3 Forbes' Best ... off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect...to prospect and network to build your business and client base Develop and execute on a business strategy… more
- City National Bank (Oxnard, CA)
- …and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and ... management guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service . Approves transactions within… more
- Westamerica Bank (Turlock, CA)
- …relationships to provide acceptable return on investment for Bank and client . Determines best service instrument or combination of accounts that provides ... WAB products, services and fees. Obtain enough confidential data to identify client 's financial status. Identify additional service opportunities. Apply basic… more
- Westamerica Bank (Napa, CA)
- …relationships to provide acceptable return on investment for Bank and client . Determines best service instrument or combination of accounts that provides ... WAB products, services and fees. Obtain enough confidential data to identify client 's financial status. Identify additional service opportunities. Apply basic… more
- Granite Construction, Inc. (La Mirada, CA)
- …working relationships with owners, agencies, subcontractors, inspectors, etc., providing customer service to develop long-term partnerships with client base. ... times. Physical Demands The physical demands described here are representative of those that must be met by an...a Flexible Spending Account (FSA). As part of our investment in your future outside of the workplace, Granite… more
- IMI Process Automation (Rancho Santa Margarita, CA)
- …a better world - creating lasting impact for everyone. We design, build and service highly engineered products in fluid and motion control applications. We focus on ... with or without reasonable accommodation. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable… more
- Granite Construction, Inc. (Sacramento, CA)
- …in a systematic proposal preparation approach that fully complies with the client 's formal & informal requirements. Coordinate the development and maintenance of ... of a winning document that fully complies with the client 's formal & informal requirements. Support the overall proposal...environment Physical Demands The physical demands described here are representative of those that must be met by an… more
- Asian Health Services (Oakland, CA)
- …at Asian Health Services. Collaborates with CDO in the development of and investment in retention strategies and efforts. Collaborates with CDO in the recruitment ... and ensures all staff and trainees follow protocols. Performs all duties and service in full compliance with AHS Excellence Standards. General AHS Duties Foster an… more
- SMBC (Los Angeles, CA)
- …fluent in Japanese.** Our SMBC Transactional Banking Department (TRBD) is looking for a Client Service Representative who will be responsible for addressing ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- Raymond James Financial, Inc. (San Diego, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
