- Owens & Minor (Bakersfield, CA)
- …+ Contacts patients to confirm orders and communicates any financial obligations before referral for delivery/service scheduling. + Assesses patient's ... needs and promotes company products/services at office visits, as appropriate. + Proactively resolves issues by anticipating and identifying problems then coordinating the appropriate solution(s). + Troubleshoots any issues that may arise with the medical… more
- PNC (Los Angeles, CA)
- …Markets analysts master PNC's product set to excel in analytics, credit, relationship management, sales and financial modeling. Geographic flexibility is ... Corporate & Institutional Banking (C&IB) offers strategic insight and financial solutions for businesses, organizations, municipalities and nonprofits throughout the… more
- City National Bank (Los Angeles, CA)
- … Relationship Officers and Assistant Investment Officers supporting the Financial Advisors and licensed representatives of City National Securities. Provide ... training for Financial Advisors, Investment Relationship Officers, Assistant Investment Officers, and licensed representatives on City National Securities… more
- TIAA (Walnut Creek, CA)
- … building skill set \#LI-KD2 Related Skills Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due ... investment strategies for complex client relationships, bringing a deep understanding of financial markets and a tailored approach to investment management. In this… more
- BMO Financial Group (Los Angeles, CA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of ... targets for new asset sales, joint appointments, fee-based sales, and financial planning. + Implements business development strategies to acquire new business… more
- Bank of America (Beverly Hills, CA)
- Senior Banker - Beverly-Wilshire Financial Center Beverly Hills, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Beverly-Hills/Senior-Banker Beverly-Wilshire- Financial -Center\_25035123) **Job Description:** At Bank of America, we are… more
- BMO Financial Group (Santa Monica, CA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of ... targets for new asset sales, joint appointments, fee-based sales, and financial planning. + Implements business development strategies to acquire new business… more
- Raymond James Financial, Inc. (San Diego, CA)
- … Advisors. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with marketing ... years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service… more
- Bank of America (Rowland Heights, CA)
- Senior Banker - Rowland Heights Financial Center, Bilingual Mandarin Required Rowland Heights, California **To proceed with your application, you must be at least 18 ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Rowland-Heights/Senior-Banker Rowland-Heights- Financial -Center--Bilingual-Mandarin-Required\_25036020-1) **Job Description:** At Bank of America, we are… more
- City National Bank (Los Angeles, CA)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more