- Cathay Bank - Headquarters (Arcadia, CA)
- …'s calendar, and other projects as assigned. Act as a liaison between the client , Financial Advisor , and back office. ESSENTIAL FUNCTIONS Answer telephone calls ... Advisor in marketing activities, use MarketingCentral and maintain client relationship management database. Establish and maintain customer files. Help Financial… more
- Cathay Bank - Headquarters (San Gabriel, CA)
- …3 Learn more about us at cathaybank.com GENERAL SUMMARY Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes ... compliance with audit and regulatory standards. ESSENTIAL FUNCTIONS Pro-actively develops a client base to which appropriate wealth management products can be sold.… more
- Macy's (West Covina, CA)
- …work . Job Overview As a Cosmetic Sales Colleague - also known as a Beauty Advisor - you are the trusted expert our customers turn to for all things beauty. ... that match their unique needs and style. Building lasting client relationships is at the heart of your role....your role. You'll proactively grow and manage a loyal client base through consistent follow-up, virtual outreach, and personalized… more
- Cathay Bank - Headquarters (El Monte, CA)
- …are adequately identified, fully justified and properly approved. Acts as internal advisor /partner to Bank's line units regarding loan and credit matters and ... along with understanding of high net worth and private client lending and retail loan products is desired. Must...desired. Must be able to work successfully in a client focused, consultative work environment. Strong interpersonal skills, verbal… more
- EisnerAmper (Pasadena, CA)
- …(SLED) ecosystem, and a proven history of success in business development and managing client relationships all with a deep respect for the public mission and a ... through new business development and expanding services within existing client accounts Cultivate strategic relationships with senior government leaders, procurement… more
- Banc of California (Brea, CA)
- …cards, FX, lockbox, remote deposit and integrated payables. + Deep understanding of client business models and a trusted advisor in current and emerging ... Management (GTM) is primarily accountable for developing the most significant client relationships in specified regions and managing, growing, and developing a… more
- Macy's (Glendale, CA)
- …place to work. Job Overview As a Cosmetic Sales colleague, also known as a Beauty Advisor , your focus is to support the Beauty needs of our customers to drive sales. ... feel beautiful and confident. You are focused on building a client base and nurturing strong client relationships in order to meet sales goals. You embrace… more
- JPMorgan Chase (Azusa, CA)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Tiffany & Co. (Pasadena, CA)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...the Tiffany brand in each client interaction using the Tiffany touch; your own flair… more
- Tiffany & Co. (Glendale, CA)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...the Tiffany brand in each client interaction using the Tiffany touch; your own flair… more
- James Perse Los Angeles (Century City, CA)
- WE ARE CURRENTLY HIRING A FULL TIME CLIENT ADVISOR FOR OUR BLOOMINGDALE'S CENTURY CITY MEN'S SHOP OBJECTIVE OF THE POSITION The Client Advisor is ... with James Perse. + Ensure the highest standards of client service are maintained at all times. + Maintain...all store and company procedures while maintaining operational and client experience excellence. + All other duties as assigned.… more
- PNC (Century City, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Advisor within PNC's Corporate Banking organization, you will be ... based in Los Angeles, CA. Client Solution Advisor (CSS) provides support to Underwriters (UW), Credit Products Specialists (CPS), Regional Managers, and clients… more
- Bank of America (Pasadena, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Wealth Management Client Associate - Mandarin Language Preferred Pasadena, California **To proceed with your application, you must be at least 18 years of age.**… more
- VaynerMedia (Los Angeles, CA)
- …and grow senior-level client relationships; serving as an executive sponsor and client advisor for multiple clients within the agency portfolio What You've ... growth + Serve as the executive sponsor and senior strategic advisor for key client relationships, building trust and credibility with C-suite and VP-level… more
- Bank of America (Sun Valley, CA)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Registration Candidate- Sun Valley Financial Center- Bilingual...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Edward Jones (Covina, CA)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate… more
- Bank of America (Ontario, CA)
- Market Leader - Advisor Development Program Los Angeles, California;Seal Beach, California; Ontario, California; El Segundo, California; Riverside, California **To ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Market-Leader Advisor -Development-Program\_25045951-2) **Job Description:** Merrill Wealth Management is a leading… more
- Bank of America (Arcadia, CA)
- Credit Solutions Advisor - Arcadia - Mandarin Language Fluency Required Arcadia, California **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Arcadia/Credit-Solutions- Advisor Arcadia Mandarin-Language-Fluency-Required\_25043472) **Job Description:** At Bank of America,… more
- Edward Jones (Ontario, CA)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... relationships. It's our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide every possible resource to help you succeed. A… more
- Bank of America (Pasadena, CA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
