- Charles Schwab (Woodland Hills, CA)
- …us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring ... operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help… more
- City National Bank (City Of Industry, CA)
- …demonstrated sales and marketing abilities including cross selling skills. + Superior client relationship skills. + Good understanding of commercial credit ... and attracting new colleagues and customers. + Prepares a Relationship Plan and calling schedule for each client...minimize loss exposure. + May serve as a product specialist acting as a technical consultant to clients and… more
- Moss Adams LLP (Woodland Hills, CA)
- **Inclusion & Social Responsibility Operations Specialist ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of ... business challenges. The Inclusion & Social Responsibility \(ISR\) Operations Specialist supports the development and implementation of programs and initiatives… more
- BMO Financial Group (Sherman Oaks, CA)
- …Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant ... deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities. + Conducts independent analysis… more