- Raymond James Financial, Inc. (Brea, CA)
- Blunt Wealth Services is seeking a Client Relationship Manager to manage highly coveted, long-standing client relationships of the firm. The Client ... Relationship Manager will manage day-to-day client relationships and requests, have a strong knowledge of...meetings + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Participate… more
- JPMorgan Chase (Los Angeles, CA)
- … needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to… more
- JPMorgan Chase (Irvine, CA)
- …clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client , you will nurture and ... At JPMorgan Private Client , we are devoted to providing distinguished experiences...10+ years in Financial Services, including affluent or complex relationship management and business development. + Exhibit an entrepreneurial… more
- Charles Schwab (Arcadia, CA)
- …role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager , both of whom you ... **Your opportunity** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that… more
- MUFG (Los Angeles, CA)
- …registered representatives. + Monitor NSF(non-sufficient fund) data throughout the day and contact the client and relationship manager to address the NSF not ... brief on the services CSD provides and support the relationship manager to market JCB's full service...manager to market JCB's full service and dedicated client service resources **Inter-department coordination to address the … more
- City National Bank (Los Angeles, CA)
- …to understand their needs and provide tailored credit solutions. Participate in joint client interaction with Relationship Manager (s). WHAT DO YOU NEED ... with institutional and regulatory requirements. * Collaboration: Partners with Relationship Manager (s) to successfully manage credit account relationships.… more
- Stantec (Los Angeles, CA)
- …understand the levels of the decision-making responsibilities of the role as a Sr. Project Manager . - Maintain client relationship . - Lead the client ... GSA, and more. We are seeking a Senior Project Manager to join our integrated buildings practice. This position...the project to successfully deliver the project to the client . - Keep the Principal in Charge informed of… more
- Ankura (Los Angeles, CA)
- …of relevant experience in claims consulting to serve as a key technical expert and client relationship manager for our growing practice. Value Proposition: + ... including reconciling claim amounts to accounting systems. + Prepare comprehensive client communications and technical work product, coordinating with senior team… more
- Arup (Los Angeles, CA)
- …formatting are presented following branding guidelines + Assisting with bid support tasks + Client Relationship Manager (CRM) data entry + Attending project ... meetings and providing follow-up support, including preparing meeting notes, agendas, action lists, reminders, and actions items + Conducting research, collecting, andanalysingdata to prepare reports and documents + Performs other duties as required **Is this… more
- City National Bank (Los Angeles, CA)
- * RELATIONSHIP MANAGER SPECIALTY DEPOSITS* WHAT IS THE OPPORTUNITY? The Special Deposits Relationship Manager position develops and manages relationships ... a variety of product solutions and providing responsive and exemplary service. The Relationship Manager manages the profitability and portfolio risk of the… more
- PNC (Irvine, CA)
- …opportunity to contribute to the company's success. As a Managing Director, Senior Relationship Manager within PNC's Corporate Banking organization, you will be ... certifications/licensures needed to be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk… more
- City National Bank (Sherman Oaks, CA)
- * RELATIONSHIP MANAGER CB* WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic ... demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit… more
- Citigroup (Los Angeles, CA)
- …dialogue with prospects, and understands the competitive landscape. The Relationship Manager is adept at understanding a client 's financial performance and ... The Mid-Corp Relationship Manager is a strategic professional...return hurdles, driving topline revenue growth, and building a client relationship that leverages the product and… more
- HSBC (Arcadia, CA)
- Wealth Relationship Manager Brand: HSBC Area of Interest: Asset and Wealth Management Location: Arcadia, CA, US, 91007 Work style: Office Worker Date: 14 Dec ... communities and the planet we all share. The Wealth Relationship Manager works closely with the Wealth...influencing, and sales skills + Ability to demonstrate strong relationship deepening skills with existing client base… more
- ADP (La Palma, CA)
- **ADP is hiring an** **Executive Relationship Manager .** In this position you will develop and enhance strategic business partnerships by building trust with our ... the various business partners. + Level I/II - Assigned client base as defined by the Relationship ...+ Ability to interface with multiple levels within a client 's organization (C level to Payroll Manager ).… more
- City National Bank (Commerce, CA)
- * RELATIONSHIP MANAGER I* WHAT IS THE...Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity & Relationship Management - to ... advise accordingly. * Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. * Policy & Procedures - knowledge of CNB's… more
- BMO Financial Group (Los Angeles, CA)
- We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the LA market. The ideal ... customers, COIs, and key stakeholders. The RM will be responsible to drive new client acquisition and growth in market share in this middle market segment across all… more
- JPMorgan Chase (Los Angeles, CA)
- …and providing financial advice to Not-for-Profit clients, then a role as a Business Relationship Manager Senior Not-for-Profit is for you. As a Business ... Relationship Manager (BRM) Senior Not-for-Profit in Business...(BRM) Senior Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new business strategies focused on… more
- PNC (Los Angeles, CA)
- …and have an opportunity to contribute to the company's success. As a Relationship Manager II within PNC's Community Development Banking organization, you will ... to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision… more
- Comerica (La Puente, CA)
- Job Description Relationship Manager , Middle Market The Relationship Manager is responsible for new business development, portfolio management and ... required of this position at least 10% of the time. Qualifications Vice President, Relationship Manager III, Middle Market Position Qualifications: + 5 years in… more