- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary : The Senior Client Relationship Specialist plays a critical role in supporting the bank's relationship management efforts by processing ... Collaborate with Group Head and senio r staffs to develop and implement client relationship strategies that align with the company's goals and objectives . +… more
- Terracon (Concord, CA)
- …Line:** Client Development **Office Name:** East Bay **Job Description:** ** SENIOR MARKETING SPECIALIST ** **Location: Concord (East Bay), Lodi, or ... solutions to overcome client challenges. As a Senior Marketing Specialist , you'll be part of...A/E/C industry is strongly preferred. + Familiarity with a Client Relationship Management (CRM) system is a… more
- T. Rowe Price (San Francisco, CA)
- …RIA, TAMP's, and Intermediary Platform providers throughout the United States. The Senior Alternative Investment Specialist (B/D) position offers a unique ... presence in the advisor sold market by expanding our relationship with financial advisors across segments into the alternative...ideas for improvement to optimize team's time and improve client experience + Work with senior leadership… more
- Wells Fargo (Irvine, CA)
- **About this role:** Wells Fargo is seeking a Senior Lead Credit Vendor Program Sales Specialist to support Equpment Finance and Vendor Finance new program ... of an established pipeline, identify new opportunities, collaborate with cross-enterprise relationship teams and senior leadership to strategically identify and… more
- Wells Fargo (San Francisco, CA)
- …this role:** Wells Fargo is seeking a Senior Estate Trust Officer - Senior Fiduciary Specialist in Estate Services as part of Wealth and Investment ... skills, including time and priority management. + Collaborate effectively with relationship team members, client 's advisors and other colleagues. +… more
- Citigroup (San Francisco, CA)
- …their primary point-of-contact with internal partners and clients, as they manage end-to-end client onboarding to ensure client relationship transition is ... The Registered Wealth National Client Onboarding Specialist is a subject...and operational solutions for clients and prospective clients of Senior Wealth Advisors (SWA) of Citi Personal Wealth Management.… more
- Deloitte (Costa Mesa, CA)
- …solutions. Recruiting for this role ends on 10/31/2025. Work you'll do As a Specialist Senior , you will: + Directly configure and customize complex SAP ... a role where you can establish a deep and long-term relationship with your client while delivering ongoing support and enhancements for technology and business… more
- Deloitte (Costa Mesa, CA)
- …tax, and assurance services to many of the world's most admired companies. The Senior Specialist is an integral part of Deloitte's A&A Growth Team focused ... + Supports target teams with company and competitor research, relationship mapping, and developing and tracking progress of ...to support regular target team meetings + Creating of client facing meeting materials + Liaises with local A&A… more
- City National Bank (City Of Industry, CA)
- …demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit ... * RELATIONSHIP MANAGER SENIOR CB* WHAT IS...and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client… more
- Edwards Lifesciences (Irvine, CA)
- …to thrive as they help patients live healthier and more productive lives. The ** Senior HR Specialist ** supports HR Business Leaders and Centers of Excellence ... complex people and organizational challenges while aligning talent strategies with the client group needs and overall business goals. The position will be on-site… more