- City National Bank (Los Angeles, CA)
- …Maintain appropriate knowledge of other Bank products and services, particularly those of Wealth Management * Maintain a strong working knowledge of current ... representatives in client servicing, business development, retention, and portfolio management efforts. Assist clients with escalated service and operational… more
- Citigroup (Beverly Hills, CA)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description About the Firm The Company is a boutique wealth management firm committed to delivering personalized financial guidance to a select group of clients. ... experience in client service, preferably in financial services or wealth management + Strong communication skills and...but not required) + Experience in a Registered Investment Advisor (RIA) environment + Comfort with automation tools or… more
- Citigroup (Los Angeles, CA)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …+ Bachelor's degree + 3+ years in client service or operations in wealth management (NO exceptions) + Proficiency in Microsoft Office; experience with ... recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). This is a full-time permanent role based in San Mateo… more
- Citigroup (San Francisco, CA)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our mission is to serve as a trusted ... deliver on their key objectives, and become a trusted advisor for Citi's globally diverse institutional client base. You...payments risk dynamics and the value of compliance risk management . Proven track record of operating independently and… more
- Fifth Third Bank, NA (El Segundo, CA)
- …landscape. Portfolio Management + Work with One Bank partners (Treasury Management ., Capital Markets, and Wealth Management etc.) analyze, evaluate ... order to offer beneficial banking solutions (eg loans, treasury management , capital markets) based on clients and prospects needs....customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met… more
- Carrington (Anaheim, CA)
- …and to collaborate and explore alternative solutions. + Ability to interact with Senior Management as an advisor on projects, and to act as a spokesperson ... will be part of the Learning & Leader Development management team, this role is responsible for developing and...United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent… more
- BMO Financial Group (Palo Alto, CA)
- …verticals. Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product ... integrated BMO One Client focus across all lines of business including Wealth , Retail, Small Business, and Capital Markets. Facilitates growth initiatives for the… more
- Bank of America (Los Angeles, CA)
- …teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product ... serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating...Specialists in Credit, Treasury Management , and Merchant Services in order to design and… more