- Comerica (San Diego, CA)
- …client needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved ... relationship . What we can offer you Comerica Funded Retirement Plan and 401(K) Matching Paid Time Off (PTO)...communities and individuals in order to identify prospects for services . Design and implement the sales process by carefully… more
- The County of Los Angeles (Los Angeles, CA)
- …116,000 employees in more than 38 Departments, we provide vital public services as diverse as law enforcement, property assessment, public health protection, water ... country. Join us and discover a rich selection of health care options, robust retirement plans and the flexibility to work, relax, and rejuvenate to reach your… more
- Bank of America (Irvine, CA)
- … relationship management. Key responsibilities include providing quality client service , and operations support and executing problems where extensive analysis ... + Portfolio Management + Referral Identification + Referral Management + Relationship Building + Administrative Services + Process Simplification **Required… more
- International Rescue Committee (Oakland, CA)
- … service providers through referral pathways, resource development, and relationship building with community providers. The Senior Complex Case Social Worker ... for complex cases, working with the Safety and Wellness Manager , Resettlement Manager , IRC in Oakland's immigration...+ Complete regular follow up on referrals, linkage to services , and assess client service plan progress.… more
- WTW (San Francisco, CA)
- …array of M&A projects. In this role you will serve as the project manager and day-to-day communication liaison with our clients, trouble shoot issues, create client ... You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as the pivotal point of contact on… more
- Bank of America (Monterey, CA)
- …leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is ... in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and… more
- Allied Universal (Long Beach, CA)
- Allied Universal(R), North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a ... positions, including medical, dental, and vision coverage, life insurance, a retirement plan, employee assistance programs, company discounts, perks, and more.… more
- Bank of America (San Francisco, CA)
- …leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is ... in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and… more
- The County of Los Angeles (Los Angeles, CA)
- …at 8:00 am (PT) This examination will remain open until the needs of the service are met and is subject to closure without prior notice. The LA County Board ... the payroll section. Provides information to applicants, explains Civil Service procedure, evaluates applications, clarifies questionable or inadequate information,… more
- BMO Financial Group (San Diego, CA)
- …Our Market President guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers ... or prospects to provide sales and service in the best interests of the customer. Advises...and earn their trust. + Addresses escalated sales or relationship management issues to retain the business and provides… more