- Raymond James Financial, Inc. (Walnut Creek, CA)
- …mission, strategies, and compliance guidelines. **Skill in:** * Operating client relationship manager system and other required software applications to ... fully position new Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial Advisor Trainee will learn… more
- BMO Financial Group (San Ramon, CA)
- … community presence. + Transfers prospective customer relationships to relationship managers for future revenue generation and to support customer retention ... and adherence to audit, regulatory, and compliance policies. Supports EMM Relationship Managers (and other internal lead sources) on identified SBA opportunities.… more
- ENTRUST Solutions Group (San Ramon, CA)
- …performance, project budget performance, project profitability, AR performance/tracking, client relationship and satisfaction, and project quality control. + Develop ... At least 5-7 years of experience as a Project Manager or Senior Project Manager or similar...and Renewable Energy utility sector, with a focus on capital project programs + Preferred experience of 1-3 years… more