- ADP (Automatic Data Processing) (Long Beach, CA)
- …travel within assigned territory based on client needsYou have five years of client service or client relationship management experience in a fast-paced ... be the role for you. Ready to make your mark?As a Bilingual Benefits Relationship Life Cycle Consultant, you will work to strengthen the connection with clients… more
- MUFG Bank, Ltd. (Los Angeles, CA)
- …remotely one day. A member of our recruitment team will provide more details.Job Summary:The Senior Client Relationship Advisor manages a portfolio of ... solutioning. As a key member of the client 's relationship team, the Senior Client Relationship Advisor serves as the client 's dedicated point… more
- Bank of America Corporation (La Palma, CA)
- …a growing specialist workforce and our world class digital platform. With each relationship and connection, we are looking to provide care and guidance for our ... passionate about helping clients reach their financial goals, join Bank of America's Advisor Development Program, and become a Financial Solutions Advisor in one… more
- WSP (Lakewood, CA)
- …Team and be a part of a growing organization that meets our client 's objectives and solves their challenges. The selected candidate will lead project teams ... quality assurance programs. Pursuing and securing new project opportunities. Client Interaction. Regulatory Agency Interaction. Preparing proposals. Mentoring junior… more
- Bank of Montreal (Downey, CA)
- …establish best practices.Provides strategic input into business decisions as a trusted advisor .Makes recommendations to senior leaders on strategy and new ... appointments and opportunities to grow business results.Prioritizes the market's client and prospect pipeline and schedules for events and seminars.Manages… more
- The PNC Financial Services Group, Inc (Los Angeles, CA)
- …valued and have an opportunity to contribute to the company's success. As a Senior Banking Advisor within the PNC Private Bank organization, you will be ... Relationship Management - Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes… more
- M&T Bank Corporation (Los Angeles, CA)
- …strategy for individuals, business owners, and/or families. Primary Responsibilities:Leads the client relationship team and has overall responsibility for ... sales cycle to meet sales goal. Implement and deliver specific solutions.Leads client relationship review discussion with committee. Manage and review the… more
- City National Bank (CNB) (Whittier, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... , Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). Client Centricity & Relationship Management - to understand a client 's realities… more
- The Bessemer Group, Incorporated (Los Angeles, CA)
- … information in Salesforce, and coordinate follow-up. Investment Management: Assist the Senior Client Advisor in Investment management activities including ... of services to individuals, families, trusts and foundations. The Client Advisor will also act as a... will also act as a liaison between the Senior Client Advisors and all other service… more
- Cetera Financial Group (El Segundo, CA)
- Job DescriptionCetera Financial Group (CFG) is seeking a Senior Advisor Marketing Specialist - SigniFI Elite Advisor Brands who will be responsible for ... knowledge of AP Style. Familiarity with content management systems, analytics tracking, client relationship management tools, and social media and email… more
- Bank of America Corporation (Los Angeles, CA)
- …the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development ... while minimizing regulatory, financial, operational, and reputational risks.The Market Client Relationship Manager (MCRM) is a direct...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client … more
- Willis Towers Watson (Los Angeles, CA)
- …-facing opportunity in our Integrated and Global Solutions business that is an expert client advisor who will position, sell, and lead opportunities across all ... standardize the solution, and to adapt the solution to reflect geographical nuances.Lead Relationship Management (20%) Annual growth in LRM client portfolio Work… more
- Bank of Montreal (Los Angeles, CA)
- …accountants) to create integrated business development plan.Act as the primary Relationship Manager for assigned client relationshipsLeads / assists with ... creation business proposals or presentations (eg relationship plans, financial plans and reviews)Leads Annual ...provided and assesses clients at-risk for retention.Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- Western & Southern Financial Group (Cerritos, CA)
- …Representatives. The position will produce Financial Representative retention, sales growth, client retention, and thorough training and implementation of the W&S ... on-boarding program, completion of sales and product training, preparation for client calls and prospecting activity, and ensure minimum performance standards are… more
- Charles Schwab (Los Angeles, CA)
- …helping us "challenge the status quo" and transform the finance industry together.As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining ... non-discretionary investment advisory solution, providing clients with a personal relationship , specialized service, and ongoing advice built on Schwab's approach… more
- BDO USA, LLP (Los Angeles, CA)
- …executive compensation; and cash-flow, retirement, and life insurance planning.A Tax Senior Manager, Private Client Services (PCS) is responsible for ... Job DescriptionJob Summary:Private Client Services at BDO is a boutique practice...use all current software tools Acts as a Career Advisor to associates and senior associates Schedules… more
- Northern Trust (Los Angeles, CA)
- …new business both individually and in conjunction with the sales and relationship management team. Is directly responsible for hitting a specific sales target.* ... goals and objectives change and in the context of client needs working closely and proactively with the broader...to explore new ideas.Movement within the organization is encouraged, senior leaders are accessible, and you can take pride… more
- Critical Mass (Los Angeles, CA)
- …your thought leadership, focus on innovation your ability to nurture relationships at the senior most levels of the client organization, and your success at ... relationships to be seen as a leader and trusted advisor - balancing company and client needs...communicate innovative, creatively brilliant, hardworking ideas that move the client 's brand, business, and client /agency relationship… more
- Bank of Montreal (Los Angeles, CA)
- …achieved or exceeded.Provides strategic input into business decisions as a trusted advisor .Makes recommendations to senior leaders on strategy and new ... Ave.Job Family Group:Commercial Sales & ServiceWe are seeking a Vice President Relationship Manager in our Diversified Industries Group with regional focus on Los… more
- Deloitte (Los Angeles, CA)
- Become a Strategy Senior Consultant at Deloitte Consulting! Join our Deloitte strategy team where we advise the world's leading companies in navigating change and ... you'll get exposure and training to enhance your strategic advisor skillset and help prepare you to tackle interdisciplinary...encourage you to start your career as a Strategy Senior Consultant here with us at Deloitte Consulting. Recruiting… more
