- Charles Schwab (Woodland Hills, CA)
- …us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring ... operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help… more
- The Party Staff, Inc. (Los Angeles, CA)
- …our clients and providing top-notch service. Overview We are seeking a dynamic and experienced Client Relationship Specialist to join our team. This role is ... essential in driving new business opportunities, nurturing client relationships, and expanding our market presence. The ideal candidate will possess a blend of… more
- JPMorgan Chase (Los Angeles, CA)
- …to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is ... dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer...Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking… more
- City National Bank (Los Angeles, CA)
- ** CLIENT CARE SPECIALIST ** **WHAT IS THE OPPORTUNITY?** The Client Care Specialist is responsible for responding to and handling a broad range of complex ... escalation. Escalates issues to Client Care Lead, Client Contact Center Management and Relationship Manager,...Care Lead, Client Contact Center Management and Relationship Manager, as necessary. + Processes telephone transfers in… more
- City National Bank (Los Angeles, CA)
- ** CLIENT SERVICING SPECIALIST SENIOR-FUNDS TRANSFER** **WHAT IS THE OPPORTUNITY?** The Client Service Specialist is responsible for responding to and ... issues for all CNB internal and external clients, delivering an exceptional client service experience aligned with our City National Brand promise. Manage … more
- Bank of America (Los Angeles, CA)
- Wealth Management Specialist - NR Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- JPMorgan Chase (Los Angeles, CA)
- …collaboration across various business lines and functions to deliver an exceptional client experience. The Annuity Specialist will possess in-depth knowledge of ... and estates, loans, mortgages, and deposits. As the Western Divisional Annuity Specialist , you will support advisors within JP Morgan's Wealth Management divisions… more
- City National Bank (Los Angeles, CA)
- …demonstrated sales and marketing abilities including cross selling skills. + Superior client relationship skills. + Good understanding of commercial credit ... and attracting new colleagues and customers. + Prepares a Relationship Plan and calling schedule for each client...minimize loss exposure. + May serve as a product specialist acting as a technical consultant to clients and… more
- Mizuho Corporate Bank (Los Angeles, CA)
- …Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and interfaces with ... other departments to resolve any customer concerns. + Monitors and analyzes relationship plan results and account activities. Determines client profitability.… more
- City National Bank (Pasadena, CA)
- …representative of CNB, promoting and attracting new colleagues and customers. + Prepares a Relationship Plan and calling schedule for each client or prospect in ... of company, industry, business and needs to assist in client calling efforts. Sets objectives for each relationship...minimize loss exposure. + May serve as a product specialist acting as a technical consultant to clients and… more
- City National Bank (Beverly Hills, CA)
- …representative of CNB, promoting and attracting new colleagues and customers. + Prepares a Relationship Plan and calling schedule for each client or prospect in ... products and services in order to establish a total client banking relationship . Discusses financing opportunities and...minimize loss exposure. + May serve as a product specialist acting as a technical consultant to clients and… more
- Advantage Solutions (Los Angeles, CA)
- **Summary** **Cutwater Sales Merchandising Specialist ** Join the world-renowned Anheuser-Busch family, where passion meets innovation. We are seeking a Sales ... Merchandising Specialist to drive regional awareness and sales of Cutwater...and growing sales volume in their assigned territories through relationship building, and effective fact-based selling and presentations with… more
- Moss Adams LLP (El Segundo, CA)
- **Inclusion & Social Responsibility Operations Specialist ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of ... business challenges. The Inclusion & Social Responsibility \(ISR\) Operations Specialist supports the development and implementation of programs and initiatives… more
- WM (Los Angeles, CA)
- …Growth. People-First Culture (https://www.wm.com/us/en/inside-wm/who-we-are) . **About the Environmental Specialist Role** Coordinates all onsite activities at ... plans activities of onsite personnel. Serves as liaison between client and vendors in relation to service issues. Maintains...employees **What Does it Take to be a Environmental Specialist ?** The requirements listed below are representative of the… more
- JPMorgan Chase (Los Angeles, CA)
- The Life Insurance Specialist will provide support to advisors across JPMorgan Securities on utilizing life insurance solutions to meet client investment, wealth ... Our products, tools, and thought leadership are designed to help strengthen our client 's financial health and achieve peace of mind in retirement by offering… more
- Bank of America (Los Angeles, CA)
- …knowledge. + Fiserv product set experience. **Skills:** + Business Development + Client Management + Relationship Building + Sales Performance Management + ... Merchant Specialist Manager Los Angeles, California;New York, New York;...industry/regional pipeline management and reviews to achieve Net New Client Growth as well as retaining and deepening existing… more
- Aston Carter (Torrance, CA)
- Job Title: Order Management Specialist Pay: $80-$100K (Depending On Experience) Job Description As an Order Management Specialist , you will be responsible for ... Experience + 3P/1P Experience + Inventory Management Experience Soft Skills + Relationship Management + Market Analysis + Strategic Planning Job Type This is… more
- KPMG (Los Angeles, CA)
- **Business Title:** Director, Oracle Cloud Integration Specialist (OCI) **Requisition Number:** 118141 - 8 **Function:** Advisory **Area of Interest:** **State:** CA ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of… more
- City National Bank (Los Angeles, CA)
- **VENDOR RISK SPECIALIST II** **WHAT IS THE OPPORTUNITY?** The Vendor Program Manager will be responsible for managing vendor relationships across the vendor life ... enterprise wide. Additionally help provide reporting for the Bank's Vendor Relationship Owners and delegates and vendor management related working groups, forums… more
- City National Bank (Los Angeles, CA)
- …other CNB product experts to achieve cross-sell goals and helps solidify the client relationship . + Establishes a referral network through existing relationships ... and supports other CNB departments and colleagues to provide client and prospect solutions. Participates in community activities as...activities as appropriate. + May serve as a product specialist to Relationship Managers in other business… more