- US Bank (Los Angeles, CA)
- …clear communication regarding requirements, timelines, and next steps. + Deliver exceptional client service to build trust and encourage long-term relationships. ... **Job Description** The Private Wealth New Accounts Opening Manager leads the team responsible for account opening new accounts trust, investment, and banking… more
- Bank of America (San Francisco, CA)
- …May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients. Assist with the retention of ... May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients. + Assist with the retention… more