- The Hartford (Los Angeles, CA)
- Client Advisor Priority Business - SA08DE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and ... the Customer Solutions Center (CSC) and delegate follow-up to Client or Service Consultants (service matters not handled by...Call. Qualifications: Minimum 2 years of Disability and Life Group Benefit experience is preferred * Strong knowledge of… more
- BMO Financial Group (City Of Industry, CA)
- …ownership, competence, respect for the client relationship. + Accurately documents client requests using the group 's tracking systems. + Facilitates action ... grow the Bank's market share and maximize profitability of client relationships. Ensures client problem resolution is...and efficient service. + Focus may be on a business/ group . + Thinks creatively and proposes new solutions. +… more
- MUFG (Los Angeles, CA)
- …& LA, alternatively San Francisco, Atlanta or Boston **_Job Summary:_** The Senior Client Relationship Advisor manages a portfolio of both borrowing and ... to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group ...of the client 's relationship team, the Senior Client Relationship Advisor serves as the … more
- Neuberger Berman (Los Angeles, CA)
- …Alternatives suite of products. The role will involve one-on-one and group presentations, conference calls, and coordination and preparation of strategy materials ... NB Alternative products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives platform Provide clients,… more
- BMO Financial Group (Los Angeles, CA)
- …management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an ... understanding of and care for the client through proactive delivery of holistic advice and solutions...new initiatives, based on an in-depth understanding of the business/ group . + Acts as a subject matter expert on… more
- BMO Financial Group (Los Angeles, CA)
- …legal and ethical requirements. + Identifies and recommends ways to enhance the client experience. + Focus is primarily on business/ group within BMO; may ... a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and… more
- TIAA (Los Angeles, CA)
- …with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell ... advisors and convert prospects to clients. The Internal Advisor Consultant is responsible for meeting daily outbound call...system and updates calendars. + Supports US Wealth Advisory Group broader campaigns, initiatives and blitzes as needed on… more
- WTW (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 ... with market leadership teams to identify and actively participate in select client account planning sessions to identify high probability opportunities + Lead sales… more
- Citigroup (Los Angeles, CA)
- …**Education:** . Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial Planning ... the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- Elevance Health (Woodland Hills, CA)
- …and Experiences:** + Insurance experience strongly preferred. + Experience in a client facing role preferred. + Knowledge of benefits /claims preferred. For ... **Account Advisor ** **Location: Must be within 50 miles of...impact:** + Builds relationships internally and externally to meet client needs and understand priorities. + Manages high profile… more
- HNTB (Los Angeles, CA)
- …knowledge and experience in partnership with internal project team members and external client counterparts. Serves as an advisor on tunnel and complex ... or unusual engineering projects within discipline. + Coordinates technical aspects with client counterpart and teaming partners at local leadership level for work… more
- University of Southern California (Los Angeles, CA)
- … Services will oversee a dynamic team of HR Partners (HRPs) to serve an HR client group at the university. This individual will co-define the talent strategy for ... their client group and enable their HR Partners...+ Knowledge of current federal and state labor and benefits laws and regulations including ADA, ADEA, COBRA, EEOC,… more
- Robert Half-Robert Half Corporate (City Of Industry, CA)
- …package, including a base salary and bonus pay (for talent professional positions), group health insurance benefits (medical, vision, dental), FSA and HSA ... **JOB REQUISITION** Client Solutions Director (Management Resources) **LOCATION** CA CITY...industry trends to clients to become a trusted business advisor . The typical salary range for this position is… more
- Thrivent Financial (Los Angeles, CA)
- …a Client Service Advisor . This position provides support to Legacy Wealth Group 's existing client base. It serves as a resource to Financial Advisors and ... Organization/Business Overview: Legacy Wealth Group , an established financial services practice for Thrivent...to the local community + Research and respond to client inquiries + Collaborate with Lead Advisor … more
- BMO Financial Group (Los Angeles, CA)
- We are seeking a Vice President Relationship Manager in our Diversified Industries Group with regional focus on Los Angeles. The ideal candidate will have a ... Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant… more
- Bank of America (Los Angeles, CA)
- Sr. Relationship Manager - Healthcare, Education, Not for Profit Group Los Angeles, California;San Diego, California **Job Description:** At Bank of America, we are ... in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being....West region. The Healthcare, Education and Not for Profit Group ("HENFP") is part of the Global Commercial Bank.… more
- BMO Financial Group (Los Angeles, CA)
- …of becoming their trusted advisor . + Leads a deal team to meet client needs when acting as the lead relationship manager. + Manages the retention and expansion ... Assists in the design, development and delivery of solutions that meet the client 's complex balance sheet management needs while providing expert service and highly… more
- BMO Financial Group (Alhambra, CA)
- …+ Uses a consultative sales process to develop strong customer relationships; acts as client 's trusted advisor and primary point of contact. + Proactively works ... and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor… more
- BMO Financial Group (Los Angeles, CA)
- …recent Bank of the West acquisition and recently formed a dedicated Technology Banking group , one of the bank's top strategic priorities, with a mandate to grow. The ... will play an important role in the Technology Banking group 's buildout, reporting directly into the Regional Head of...platform. The candidate will be responsible for managing important client relationships and act as a liaison between clients… more
- Sinclair Broadcast Group (Los Angeles, CA)
- …approach to selling, understanding the unique needs and challenges of each client . Provide tailored solutions that address client objectives and drive ... and deliver compelling sales presentations and proposals that showcase the benefits of our advertising solutions. Clearly articulate product features, benefits… more