- Comerica (San Diego, CA)
- …client needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved ... and being accountable for the success of the client relationship . What we can offer you Comerica Funded ...relationship . What we can offer you Comerica Funded Retirement Plan and 401(K) Matching Paid Time Off (PTO)… more
- JPMorgan Chase (Los Angeles, CA)
- …educate the integrated team about the value Wealth Planning can bring to a relationship and work with them to develop business opportunities with new and existing ... and income taxes), insurance, long-term care, philanthropy, college savings, retirement , and cash flow planning. Knowledge of issues relating...about the value Wealth Planning can bring to a relationship ; PWP will act as the linchpin to allow… more
- Bank of America (Santa Clarita, CA)
- …in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and ... Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust… more
- Bank of America (Bakersfield, CA)
- …in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....its kind in the world specializing in planning for retirement , education, legacy, and other life goals through investment… more
- Bank of America (San Francisco, CA)
- …in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and ... Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust… more
- Allied Universal (San Diego, CA)
- …positions, including medical, dental, and vision coverage, life insurance, a retirement plan, employee assistance programs, company discounts, perks, and more. **Pay ... Shift Supervisor** acts as a liaison between site supervisor, Account Manager /Field Operations Manager and professional security officers. They supervise… more
- Family Dollar (Stockton, CA)
- …By staying aware of store surroundings, this role will help the Store Manager prevent losses. Responsibilities include, but are not limited to, the following: + ... a strong company image within the community + Assist the Store Manager in maintaining standards of safety and control, including tagging merchandise, assisting… more
- Nevada County (Nevada City, CA)
- …08 Describe what you believe are the most effective roles that a good manager plays in his/her relationship with reporting staff members. Required Question ... extensive benefit package including, but not limited to, CalPERS retirement , medical, dental and vision insurance, life insurance, and...least one year as a team supervisor or program manager . *A Master's Degree from an accredited college or… more
- MUFG (Los Angeles, CA)
- …Maintain direct communication with assigned customers, if needed by RM ( relationship manager ). + Coordinate and communicate critical account information ... structuring of deals and covenant in line with policies and procedures. Manager will periodically check in, however, associates can also make appropriate judgement… more
- SCI Shared Resources, LLC (Glendale, CA)
- …insurance options (trust), services, as well as use of Customer Relationship Management (CRM) sales software and proprietary contracting software. Responsibilities ... prospective client contact information and detailed notes in the Customer Relationship Management (CRM) sales system. + Take initiative to contact prospective… more