- Royal Electric (Monterey, CA)
- …strong relationships with clients and customers in the region. Assist with developing a client strategy on each project based on client color code and monitor ... the status of the client relationship on the project. + Actively engages and...processes. + Understands differences between the public sector and private sector and the means and methods of pricing… more
- City National Bank (San Francisco, CA)
- …discretion. Review and submit proposals for consideration and direction. Establish client specific investment strategy in accordance with CNB guidelines and ... policies. * Establish client specific investment strategy in conformance with CNB guidelines...senior level management within the Bank as well as private * bankers, team leaders on trust * and… more
- AECOM (Sacramento, CA)
- …background to promote our skills to new clients and maintain our existing client base. The successful candidate will have an understanding and experience in ... start-up, and commissioning + Reviewing engineering work performed by peers + Attending client meetings + Occasional travel to client and/or project sites… more
- City National Bank (Los Angeles, CA)
- …activities of the Bank such SBA boarding and 1502 reporting, Private Banking and Entertainment. Responsibilities include establishing and maintaining loss prevention ... all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending Practices, Code of...integrity in a manner that is consistent with the client -first culture and values embodied in City National's PRIDE… more
- Insight Global (San Francisco, CA)
- Job Description A client of Insight Global is seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated ... the advice of CFAs, CPAs and JDs into the client relationship. Our target market is high-net-worth Individuals with...more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:… more
- Insight Global (San Francisco, CA)
- …Clinical Licensed Social Worker for a non-profit organization in SF, CA. Our client partners with Community Health Workers (CHWs), and Doulas to support Medi-Cal ... to step in, make an immediate impact, and provide both supervision and client care. Part-time: 20-25/HRs a week (opportunity for more hours later on) Paying… more
- Insight Global (San Diego, CA)
- …role would be fully remote position as well as a direct hire. Our client is a full-service mortgage bank committed to innovative solutions in the mortgage industry. ... providing training. . Oversee database management, ensuring accurate, up-to-date client and prospect information. . Identify opportunities for process improvements.… more
- JPMorgan Chase (Los Angeles, CA)
- …We offer a diverse range of strategies, including real estate, private equity, credit, infrastructure, transportation, liquid alternatives, and hedge funds, all ... designed to achieve specific client outcomes and provide uncorrelated returns to traditional asset...classes. Our customized portfolios are tailored to meet individual client needs. **Job Summary:** Join our team as a… more
- US Bank (Hayward, CA)
- …existing relationships with business clients. + Deliver financial expertise and client -centric solutions that build strong, long-term relationships. + Assess and ... and services. + Recommend financial solutions based on each client 's unique goals and needs. + Partner effectively with...Banking Credit Card teams, in addition to Wealth and Private Wealth teams to deliver holistic solutions to our… more
- Eurofins US Network (Tustin, CA)
- …analysis across all 50 states. Our network supports public and private clients-including DoD, DOE, and municipalities-through robust logistics and continuous ... may include investigating systematic problems within the laboratory, assisting in writing client -facing CARs, and other functions in support of the QA Manager's… more