- City National Bank (West Hollywood, CA)
- …territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal ... *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior...tandem with an assigned SFA to provide sales and client and colleague service support coverage. The… more
- Ankura (CA)
- …regarding market trends, service offerings, and staffing changes. + Client service activities (administration and project execution) + Effectively ... generate $3 - $5 million+ annually + Driving practice-level revenue through new client relationships across industries + Collaborate with senior practitioners to… more
- BMO Financial Group (City Of Industry, CA)
- …in compliance with bank policies and procedures while maintaining an exceptional client service environment. + Performs financial analysis and calculations, ... our amazing team! We are currently searching for a Senior Commercial Portfolio Manager to join our team. The...when needed. + Supports and implements initiatives to enhance service quality, acquire new business and expand client… more
- HSBC (San Francisco, CA)
- …through to implementation handover + Work closely with the GPS Implementation, Integration and Client Service teams to ensure smooth transition of client ... Senior Sales Manager Brand: HSBC Area of Interest:...teams to identify and develop business opportunities, jointly formulate client engagement strategy to deepen HSBC's global cash management… more
- Capital One (Newport Beach, CA)
- Senior Business Banker-Los Angeles The Senior ...client needs. + Collaborate with the Business Banking Client Service team to deliver exceptional ... and other revenue streams. They focus on building and maintaining strong client relationships with businesses in the $2mm-$20mm space within their assigned market.… more
- T. Rowe Price (San Francisco, CA)
- …for the identification and development of appropriate metrics. + Develop and executes client service strategy for relationships assigned and ensures successful ... regulatory requirements, industry trends, and competitor services/offerings throughout the client service function. + Contributes to developing recommendations… more
- HNTB (Santa Ana, CA)
- …staff reporting; and support for performance and compensation reviews. + Partners with Client Service Leaders and pursuit champions to assist with business ... + Environmental Practice is recruiting for one or more Senior Aviation Terminal Planners. The position entails leading both...quality work, on time, on budget and to the client 's satisfaction on every project. This position proactively manages… more
- WTW (Irvine, CA)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... **Description** As a Healthcare Financial/Actuarial Senior Associate you will be a key member... action + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- Stantec (San Francisco, CA)
- …Electrical Engineer will apply building electrical engineering principles, your superior client service skills, and project management best practices to ... growth of the electrical team. - Meets technical, contractual, schedule, budgetary, and client service objectives for each project. - Apply strong electrical… more
- Highmark Health (Sacramento, CA)
- …or subsequent claims as needed; provides counseling to clients and assists with client service programs. + Evaluates various claims submitted by Third Party ... and provides client counseling and support services. Assists in the client service programs including revising and establishing procedures, protocols and… more
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