- JPMorgan Chase (Irvine, CA)
- …experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering ... unparalleled service. As a Client Experience Specialist in the...with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients… more
- JPMorgan Chase (Los Angeles, CA)
- The Private Client experience at JP Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) ... is a primary benefit of being a JP Morgan Private Client , marking the initial engagement of...experience aimed at providing appropriate advice for each client situation in a way that secures confidence and… more
- JPMorgan Chase (San Francisco, CA)
- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth ... individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan...wealth services to best meet the objectives of each client . The Client Specialist provides… more
- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary : The Senior Client Relationship Specialist plays a critical role in supporting the bank's relationship management efforts by processing a variety of ... timely and effective solutions. Qualifications: + Minimum of 5 -7 years of experience in client relationship management in Banking or financial services +… more
- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary The Client Relationship Specialist (Bilingual Korean - English) plays a critical role in supporting the bank's relationship management efforts by ... excellence. + Maintain confidentiality and adhere to compliance standards in all client interactions. Qualifications + Prior experience in a professional office… more
- JPMorgan Chase (San Francisco, CA)
- …talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank. If you ... groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. **Job Responsibilities** + Support Client Advisors in… more
- Bank of America (San Francisco, CA)
- …Planning or CPA experience + Invested in personal development with the Private Wealth Management Team + Bachelor's degree or higher in related field **The ... Private Wealth Relationship Manager (FP) San Francisco, California...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- JPMorgan Chase (Los Angeles, CA)
- …alternative product investor relations, alternatives product specialist functions, etc. Experience in both private investments and hedge funds preferred. + ... JP Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global...will include:** + Specific knowledge of, and hands-on product experience in, alternative investments, including hedge funds, private… more
- Global Elite Group (Los Angeles, CA)
- Screening Specialist - Los Angeles Job Details Level Experienced Job Location LAX OFFICE - LOS ANGELES, CA Position Type Per Diem Salary Range $25.23 Hourly Travel ... Up to 25% Job Shift Any Job Category Security Lead Description Screening Specialist - Charter Aviation Security Services Greater Los Angeles County- Los Angeles, CA… more
- Insight Global (San Francisco, CA)
- …with our subscription services or have concerns about processes and procedures. The Client Escalation Specialist serves as the primary point of contact to ... Job Description This role focuses on handling complex client escalation calls from clients who are dissatisfied… more