- Bank of America (Los Angeles, CA)
- …for Merrill + Managing the branch's Private Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, ... through the execution of the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital… more
- PNC (Los Angeles, CA)
- …a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and ... and other institutional investors for over 75 years. IAM's local\regional based service teams provide our clients with customized solutions to help achieve their… more
- HUB International (San Rafael, CA)
- …storage + Service Agreement reconciliation and reporting + Own and/or support operational projects and initiatives + Management of Salesforce CRM + Management of ... LLC, a HUB International Company, is a registered investment advisor with over $134B in retirement plan assets under... teams + Compensation reporting + Editing of client Service Agreements + Client facing training on operational processes… more
- AON (Los Angeles, CA)
- …clients. Aon's Global Client Network (AGCN) is comprised of dedicated teams of risk advisor 's throughout the world. The AGCN provides counsel and advice at the local ... products to the client where needed. + Draft assigned elements of client service plans, stewardship reports, and other presentations tailored to the needs of the… more
- WelbeHealth (CA)
- …better quality and compassion in a value-based model. The Senior Care Advisor helps assess PACE eligibility by fostering relationships with prospective participants, ... family members, and their caregivers. A trusted telephonic resource, the Senior Care Advisor helps guide seniors who may qualify for the PACE program through the… more
- Palo Alto Networks (CA)
- …Operations Center (SOC) Assessment offering and own the delivery success of the service line in North America. This includes overseeing a high-performing team of ... quality, driving revenue and utilization, supporting business development, and advancing service innovation. Working closely with the Managing Director and CRM NAM… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …strategies. + Build deep client relationships by understanding preferences and delivering tailored service . + Guide and support Client Service Associates and ... Description Senior Client Service Associate - Multi-Family Office A prestigious multi-family...investment teams on portfolio creation and cash deployment. + Support internal teams on special projects as needed. Benefits… more
- Bank of America (Beverly Hills, CA)
- …management, or relationship management. Key responsibilities include providing quality client service , and operations support and executing problems where ... must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support...support responsible growth **Responsibilities:** + Provides quality client service and effective operations support by resolving… more
- Palo Alto Networks (Santa Clara, CA)
- …our Cloud Security Assessments offering and own the delivery success of the service line in North America. This includes overseeing a high-performing team of ... and utilization, supporting business development and thought leadership, and advancing service innovation. Working closely with the Managing Director and CRM NAM… more
- Bank of America (Irvine, CA)
- …management, or relationship management. Key responsibilities include providing quality client service , and operations support and executing problems where ... action up to and including termination. **Responsibilities:** + Provides quality client service and effective operations support by resolving client issues and… more