- BMO Financial Group (City Of Industry, CA)
- … concerns in a professional manner to convey ownership, competence, respect for the client relationship . + Accurately documents client requests using the ... service support to grow the Bank's market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective,… more
- Bank of America (Santa Monica, CA)
- Wealth Management Specialist - NPD Santa Monica, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through 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 ... 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
- 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
- City National Bank (Encino, 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
- HNTB (Los Angeles, CA)
- **What We're Looking For** HNTB is looking for a motivated, success-oriented marketing specialist to join our West Division Marketing Team to work with engineering ... This is an immediate opening for a full-time Marketing Specialist III position in Los Angeles, Santa Ana, or...+ Organizes and facilitates pursuit strategy meetings. + Supports client service teams by preparing materials for internal and… more
- Anywhere Real Estate (Los Angeles, CA)
- Anywhere Integrated Services is seeking to hire an Operations Specialist for our joint venture title agencies. We are seeking to hire a dynamic, self-starter who ... part of and leader of a team. The Operations Specialist will have responsibility for the day-to-day performance of...procedures. Assist as point of contact for customer and client related issues - handle problem calls from customers,… more
- Bank of America (Los Angeles, CA)
- …Management in addition to spending more than 50% of their time on relationship management activities. Assist with and attend client meetings and discussions ... Solutions Advisory** Portfolio Management** Referral Identification** Referral Management** Relationship Building** Administrative Services** Client Investments Management**… more
- MUFG (Los Angeles, CA)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...more details. We are seeking a Senior Loan Workout Specialist / Director in our Los Angeles or New… more
- CDM Smith (Los Angeles, CA)
- …40508BR **Business Unit:** FSU **Job Description:** The FEMA Cultural Resources Specialist : * Provides technical expertise to ensure compliance with Federal historic ... duties as required. \#LI-LP2 **Job Title:** FEMA - Cultural Resources Specialist **Group:** WAF Field Mod Fringe **Employment Type:** Temporary **Minimum… more
- City National Bank (Los Angeles, CA)
- *LOAN BALANCING SPECIALIST * WHAT IS THE OPPORTUNITY? This position is responsible for balancing and reconciling all "pass-through" loan accounts. Responsibilities ... well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). *Must-Have**… more
- Acosta Group (Santa Monica, CA)
- **DESCRIPTION** The **Future Part-Time Google Inventory Specialist ** must combine their passion for great customer service with inventory excellence to create a ... competitor technology. + Support key performance measurements for sales, service, client training, and operational excellence. + Enhance the consumer experience by… more
- Sulzer Pumps US Inc. (Santa Fe Springs, CA)
- …with regional sales and service managers / directors + Ensure that effective client contact, relationship building, and management processes are in place to ... positively influence the client and create a pre-disposition to view Sulzer as...preferred source of supply and actively utilize the customer relationship management (CRM) system + Maintain knowledge of market… more
- Ensono (Los Angeles, CA)
- …of Ensono clients. The Client Engagement Executive ultimately owns the client relationship and will identify and leverage company-wide resources to address ... apps, data strategies, data center consolidation, MF application modernization) + Maintain client relationship map including key competitors and their client… more
- Optiv (Los Angeles, CA)
- …Members of this cross-functional team will typically include a Solutions Architect, Client Operations Specialist and services practices personnel as appropriate ... security services. An overarching goal is to establish a trusted relationship with the client that results in Optiv being their primary security solution partner… more
- BMO Financial Group (Pasadena, CA)
- …accountants) to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with ... between stakeholders. + Bridges banking, trust and investment disciplines together for client communications when the full relationship exists. + Breaks down… more
- Bank of America (Glendale, CA)
- …goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging expertise. This position is ... has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending ...Detail + Collaboration + Issue Management + Prospecting + Relationship Building The following laws or regulations restrict or… more
- Bank of America (Sun Valley, CA)
- …(RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for ... Experience Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management * Prospecting… more
- BMO Financial Group (Los Angeles, CA)
- …risk or enhance returns. Analyzes portfolio to identify candidates and advises relationship managers on de-risking strategies and options. Serves as central point of ... by being able to conduct quality analysis, address issues appropriately, balance client needs and risk appetite, collaborate expertly to arrive at optimal solutions… more
- ADP (Woodland Hills, CA)
- … Services, Client Retention Executive, Finance Executive, Director of Marketing, and Client Relationship Executives to assist with specific client issues ... of state and/or Federal OSHA compliance regulations. Effectively evaluate the client 's worksite to determine workplace hazards, evaluate the effectiveness of… more