- Royal Electric (Sacramento, CA)
- …and service with builders, contractors and facility owners who value relationships, trust , expertise, and a commitment to each other towards achieving exceptional ... and innovation at all levels Build Relationships with the Client : + Identify current and potential clients and implement...things. + Relationship Builder - You work to build trust and relationships at all levels, cultivating collaboration, shared… more
- SCI Shared Resources, LLC (Glendale, CA)
- …responsible for learning the industry, products, product finance / insurance options ( trust ), services, as well as use of Customer Relationship Management (CRM) ... **JOB RESPONSIBILITIES** + Develop trusting relationships with prospective and existing client families to generate sales leads. Updating prospective client … more
- Robert Half Legal (Pasadena, CA)
- …a well-established firm in Pasadena, California, specializing in estate planning and trust administration. In this role, you will manage trust administration ... and supportive team in a hybrid work environment. This position offers direct client interaction and the opportunity to work with a close-knit group dedicated to… more
- Grant Thornton (Newport Beach, CA)
- …Grant Thornton? At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond ... Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed...we believe in making business more personal and building trust into every result - for our clients and… more
- Wells Fargo (Los Angeles, CA)
- …and providing programs for our existing Financial Advisors focused on new client acquisition; deepening the existing client relationships by taking advantage ... process for Advisors and their teams to provide outstanding client service and care. The leader will focus on...Financial Advisors. The Branch Complex Senior Manager will build trust and relationships with the entire branch structure including… more
- WTW (Los Angeles, CA)
- …recurring casualty exposures + Leads broking communication efforts with underwriters and client teams + Obtains and distributes information from client and/or ... brokers + Maintains and develops business relationships with Willis Client Advocates, Producers and senior underwriting contacts + Curates...Pension Plan and Savings Plan (401k). At WTW, we trust you to know your work and the people,… more
- JPMorgan Chase (Los Angeles, CA)
- The Private Client experience at JP Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is ... central to this, working collaboratively with an integrated client service team to provide clients with a detailed financial plan. Utilizing JP Morgan's proprietary… more
- M&T Bank (Costa Mesa, CA)
- **Overview:** Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of varying complexity and importance, including ... Serves as main point of contact with the M&A client and internal and external service partners to follow...experience in Global Capital Markets products or markets Corporate Trust experience required as well contract negotiations Experience with… more
- Edward Jones (Elk Grove, CA)
- …team to serve clients and contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate trust and help ... clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their… more
- International Rescue Committee (Sacramento, CA)
- …caseworker is expected to be proactive in identifying outreach opportunities, building trust within the community, and ensuring information is accessible to all ... and update Cultural Orientation sessions ensuring they reflect and support current client emerging needs. + Communicate and coordinate regularly with colleagues to… more