- US Bank (Los Angeles, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... institutional clients-including asset managers, hedge funds, corporations, governments, and financial institutions-by delivering strategic financial solutions across… more
- City National Bank (Los Angeles, CA)
- …CRM projects * Minimum 7 years of experience in a related field ( financial services, CRM / customer relationship management * Salesforce.com Certifications in ... * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy to succeed. * Establish relationships with… more
- Nuveen Investments (San Francisco, CA)
- …Asset Class Expertise, Business Development, Capital Markets, Client Relationship Management, Consultative Communication, Detail-Oriented, Financial Risk ... about us. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the… more
- Charles Schwab (Los Angeles, CA)
- …post-graduate degree and/or industry designation preferred. + 5 + years of financial services industry experience + Relationship management experience in the ... DAFgiving360 Charitable Consulting is responsible for long-term sustainable growth, relationship management, a premium client experience and providing timely,… more
- CIBC (Newport Beach, CA)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... building a team around the clients that includes Private Bankers, Asset Relationship Managers, Wealth Specialists, and other CIBC lines of business (commercial,… more
- JPMorgan Chase (Irvine, CA)
- …delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by ... start to finish and completing servicing requests as needed. + Support Relationship Managers in deepening client relationships by taking client inquiry calls,… more
- City National Bank (Los Angeles, CA)
- …("CRR") is submitted. WHAT WILL YOU DO? * Reviews loan requests, historical financial information, cash flow projections and third party reporting (eg, Quality of ... decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager, Team Manager, or Credit Manager's request to facilitate delivery… more
- City National Bank (Los Angeles, CA)
- …on lead-agented, active book runner roles. The group works with relationship management teams to ensure the marketability of transactions, primarily structure ... on a post-closing basis. WHAT WILL YOU DO? * Work with Relationship Managers to identify prospective clients for syndicated transactions. * Help determine… more
- Amazon (Sunnyvale, CA)
- …ensure that the contracts protect Amazon's brand and meet customer requirements. Financial - Responsible for managing the business relationship including ... you help us create? The Business Manager is the relationship owner for the Amazon Electronics Manufacturing Services (EMS)...package, in addition to a full range of medical, financial , and/or other benefits. For more information, please visit… more
- City National Bank (Los Angeles, CA)
- …Officer is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison with ... and recommending solutions to clients/prospects. * Follows through with executing on relationship plans designed by the Relationship Manager strategies for those… more