- Aristotle Capital Management (Newport Beach, CA)
- …focused on research, investment management and client success. We are currently seeking a Client Portfolio Associate to join our team. The Client ... performance using FactSet and other tools. + Serve as liaison between Client Portfolio Managers and various departments within the firm to address clients'… more
- JPMorgan Chase (Irvine, CA)
- …the use of our complex treasury and cash management products and services. As a Client Service Sr. Associate in the Commercial Bank, you will resolve client ... serve as the primary point of contact for each client assigned to your portfolio . Interact with Owners, Chief Executive Officers, Presidents, Chief Financial… more
- Aristotle Capital Management (Newport Beach, CA)
- …research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The Senior Associate , ... investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. Our mission is… more
- JPMorgan Chase (Newport Beach, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more
- Umpqua Bank (Irvine, CA)
- …(may vary based on complexity and/or relationship count). Assists Bankers with portfolio management, partner collaboration, and client -engagement to develop and ... Ensure the loan portfolio is properly risk rated. + Ensure the portfolio administration and risk management of each client relationshipis in compliance… more
- WTW (Irvine, CA)
- **Description** As a Healthcare Financial/Actuarial Associate Director you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. ... You will lead clients' financial/actuarial engagements for a portfolio of clients and/or significantly contribute to complex clients across the full spectrum of… more
- Wells Fargo (Irvine, CA)
- **About this role:** Wells Fargo is seeking a Mid-Corp Associate Relationship Manager (Senior Commercial Relationship Manager) in Mid-Corp Banking as part of the ... + Support Mid Corp Relationship Manager to attract, develop, grow, and retain client relationships within the Mid-Corporate segment + Assist Mid Corp RM and/or… more
- WTW (Irvine, CA)
- **Description** As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. ... life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure… more
- JPMorgan Chase (Irvine, CA)
- …the box, challenging the status quo and striving to be best-in-class. As a Portfolio Manager within the Real Estate Banking team, you will play a crucial role ... and resilience of JPMorgan Chase. Your responsibilities will include managing a portfolio of commercial real estate credits and relationships. You will work closely… more
- JPMorgan Chase (Woodland Hills, CA)
- … you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive ... financial advice to your clients. A role as an Associate Banker is for you. As an Associate...internal and external client dialogue. Our Banker Associates are required to have… more
- BMO Financial Group (Newport Beach, CA)
- …through derivative products to BMO Bank's US Commercial clients. This role is client facing with primary sales focus on the marketing of Foreign Exchange ("FX") ... Treasury & Payments Solutions team and internal stakeholders to identify new client opportunities and ensure the delivery of Global Markets products to commercial… more
- AON (Irvine, CA)
- …Market Broker The broker is responsible for the management of a complex portfolio of Middle Market Property and Casualty accounts, including the placement and ... service, as well as ensuring client deliverables are maintained. The individual is accountable for...and direction to assist with growth and development of Associate Brokers or other members of the broking support… more
- Allied Universal (Orange, CA)
- …to lead the Retail Business segment in Irvine, CA. The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term ... high-end retail setting is negotiable.** **Candidates for the Retail Client Portfolio Manager must meet the following...in criminal justice, business or a related field + Associate 's degree in criminal justice, business or a related… more
- Synchrony (Costa Mesa, CA)
- …and exceed performance measurements based on volume quotas, profitability and Client level penetration + Establish excellent working relationships and communication ... with key Client day-to-day contacts + Facilitate QBRs (quarterly business reviews)...experience and knowledge of Dental market + Experience with portfolio profitability analysis **Grade/Level: 12** The salary range for… more
- Compass Group, North America (Garden Grove, CA)
- …digital platforms, thought leadership, corporate social responsibility, and employee/ client communications. This role requires a hospitality mindset, teamwork, ... Nudge, CHAT, Training Calendar, Social Media Content, Holiday Communications, Client Relationship Connections, Divisional Communication, Rewards & Recognition, and… more
- Edwards Lifesciences (Irvine, CA)
- …Mitral and Tricuspid Therapies (TMTT) business unit is boldly pursuing an innovative portfolio of technologies to address a patient's unmet clinical needs. It's our ... trials with skill levels exceeding the requirements of the Associate Manager Required or + Master's Degree or equivalent...all aspects of employee relations + Dedicated to quality client service and pro-active and responsive to client… more
- JCPenney (Montebello, CA)
- …edge, industry-leading benefits: * Flexible scheduling* * Benefits including a storewide associate discount, medical, dental, paid time off, and 401(k) * Artistic ... paid training * Client acquisition programs * Diverse career paths *For Master...with Company match. All associates are eligible for an associate discount on JCPenney merchandise. For paid holidays, associates… more
- JCPenney (Lakewood, CA)
- …scheduling * Set your own service pricing * Benefits including a storewide associate discount, medical, dental, paid time off, and 401(k)* * Artistic paid training ... * Up to $1,000 bonus for qualified candidates * Client acquisition programs * Diverse career paths *For full-time,...with Company match. All associates are eligible for an associate discount on JCPenney merchandise. For paid holidays, associates… more
- JCPenney (Northridge, CA)
- …We offer cutting edge, industry-leading benefits: * Benefits including a storewide associate discount and 401(k) * Artistic paid training * 10% retail commission ... * Up to $1,000 bonus for qualified candidates * Client acquisition programs * Diverse career paths Come be...with Company match. All associates are eligible for an associate discount on JCPenney merchandise. For paid holidays, associates… more
- JCPenney (Northridge, CA)
- …and leveraging in-depth product knowledge to enhance and enrich our client 's lives. Primary Responsibilities: + Proactively approaches clients in a friendly ... manner to determine how to provide a rewarding client experience + Seeks out and absorbs knowledge of...with Company match. All associates are eligible for an associate discount on JCPenney merchandise. For paid holidays, associates… more