- Bank of America (Carlsbad, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key… more
- Grant Thornton (Los Angeles, CA)
- …and SOC Services - Essential Duties and Responsibilities: + Work with the client to plan engagement strategy, define objectives, and address business risks and ... information technology controls to mitigate risk + Execute assigned client engagements from start to completion of business process...we believe in making business more personal and building trust into every result - for our clients and… more
- Bank of America (San Francisco, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...be an advisor - from acquiring, building and managing client relationships to considering a client 's complex… more
- City National Bank (Irvine, CA)
- …as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly ... relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ensure… more
- Securitas Security Services USA, Inc. (Sunnyvale, CA)
- …for building a cohesive and high performing team. Reporting directly to the client and the global account director, the manager works alongside other stakeholders to ... and delivering services in accordance with the program requirements outlined by the client . To accomplish this, the Securitas Manager will need to have daily touch… more
- M. C. Dean (San Jose, CA)
- …and drives impactful change. Guided by our core values-agility, expertise, and trust -we foster a collaborative and forward-thinking work environment. At MC Dean, we ... driving high-priority initiatives. **Project Communications:** Promote project successes with senior client management and across the MC Dean project team through… more
- Grant Thornton (San Francisco, CA)
- …Risk solutions. As a Risk Associate you will have opportunities to build client relationships by developing a deep understanding of our clients' businesses and ... of risk + Work with risk teams and the client to plan engagement strategy, define objectives, and address...we believe in making business more personal and building trust into every result - for our clients and… more
- Columbia Bank (Irvine, CA)
- …can only achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are ... regional revenue goals by creating and fostering a culture of exceptional client service, client relationship acquisition and growth. Engagement Managers… more
- Publicis Groupe (Los Angeles, CA)
- …leadership for a specific brand/account. You'll be responsible for nurturing strong client relationships, driving organic growth, and ensuring the quality of work ... the team to deliver innovative solutions tailored to the client 's needs + Establish strong working relationships with senior...Lead and mentor cross-functional teams, fostering a culture of trust , inclusion, and respect + Manage and work alongside… more
- CIBC (San Francisco, CA)
- …credit structuring, underwriting, and negotiating to tailor solutions that meet client needs while aligning with CIBC's risk and business objectives. In ... this role, you'll represent CIBC's credit solutions during client meetings, help develop innovative product offerings, and provide strategic guidance to enhance… more