- Banc of California (Santa Ana, CA)
- …Responsible for assisting with Operational Risk and Compliance functions within Client Support & Fulfillment by adhering to the Company's Compliance ... supporting organizations that provide financial literacy and job training, small business support , affordable housing, and more. At Banc of California, our success… more
- Carrington (Anaheim, CA)
- **Come join our amazing team and work remote from home!** Client Relationship Analyst is responsible for capturing and documenting client /investor servicing ... assisting in loan servicing transfers, change management, process improvement and client relations activities. Work with all levels of management (including senior… more
- Burns & McDonnell (Brea, CA)
- …technical, and economic assessments for both fossil and/or renewable generation. + Support technical and business-related risk assessments. + Support ... **Description** The Energy & Utilities Analyst , Electrical Engineer will work under the supervision...technical reports and presentations summarizing results of analysis. + Support preparation of client presentations, engineering reviews,… more
- Banc of California (Santa Ana, CA)
- …Assists with any ad-hoc projects that relate to BSA, AML, compliance, and Payments risk (if aligned to support Payments business). + Accountable for strict ... that provide financial literacy and job training, small business support , affordable housing, and more. At Banc of California,...operates. **HOW YOU'LL MAKE A DIFFERENCE** + Promotes a risk -aware culture, ensures efficient and effective risk … more
- Travelers Insurance Company (Diamond Bar, CA)
- …to build client , agent, and broker relationships, evaluate and price risk through financial and contractual underwriting, and offer surety product line solutions ... a dynamic role that blends evaluating and analyzing financial and business risk , building relationships, and selling and negotiating with clients, agents, and… more
- Alight (Norco, CA)
- …and legal impacts for Alight and their clients. **Delivery Key responsibilities:** + Support Managers with client engagement ensuring all information is accurate ... and confidential information + Proactively identify upsell opportunities + Support Management with the resolution of client ...+ Support Management with the resolution of client escalations, along with lessons learnt + Upskill and… more
- Pegasystems (Anaheim, CA)
- Client Success Manager Job Category: Client ...to drive insights, to identify and mitigate areas of risk , and to take proactive action + Leverage industry ... empower them to become more efficient, smarter, and most importantly, customer-centric. Our Client Success team is an integral part of our rapid growth trajectory,… more
- Pegasystems (Anaheim, CA)
- Client Success Manager - State & Local Government...to drive insights, to identify and mitigate areas of risk , and to take proactive action + Leverage industry ... (West) Job Category: Client Success Location: US - California - Remote +...+ Strong knowledge of business processes (Sales, Marketing, Service, Support ), business applications and automation + Experienced in understanding/navigating… more
- Citigroup (Loma Linda, CA)
- …offer solutions through a wide range of products, services and tools based on client profiling. + With the support of product specialists, intuitively recognize ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role....and understand a client 's banking, credit and investment needs and goals in… more