- Nuveen Investments (Los Angeles, CA)
- Client Service Associate will partner closely... service and operational nuances required to support Alternative investment products in the US Wealth ... Physical Requirements: Sedentary Work **Career Level** 5IC **Preferred Experience** + 3+ years of Client Service Experience + 3+ years of experience in the Asset… more
- Citigroup (Downey, CA)
- …in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ... offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth… more
- Citigroup (San Francisco, CA)
- …in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ... offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth… more
- Citigroup (San Francisco, CA)
- …investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work across currencies, asset ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the...further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients… more
- Comerica (San Diego, CA)
- …to assess client needs, biases and objectives. * Assess opportunities and determine alternatives and solutions to meet client needs. * Obtain client ... Vice President, Senior Wealth Advisor The Vice President, Senior Wealth...territory concerns by finding the best solution for the client ; orchestrating the appropriate providers; and addressing service… more
- Citigroup (San Francisco, CA)
- …of banking and wealth management solutions to our clients + Provide complete service support to client , including solving complex client inquiries + ... development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of… more
- Citigroup (Corona, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of… more
- Citigroup (Fremont, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of… more
- JPMorgan Chase (Santa Clara, CA)
- …them create action plans to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based ... teaming arrangements, utilizing business development accounts for marketing and client events, cultivating organic referrals, growing center of influence (COI)… more
- BMO Financial Group (Sacramento, CA)
- …Prioritize and follow up on tasks in a timely fashion + Own certain centralized client service activities and backup on others + Organize and maintain client ... vision is to be the single reference point for service to families of significant wealth . Our...files + Log, review and track client service activities **Key Accountabilities** + Prepare and/or review various… more