- Banc of California (Santa Ana, CA)
- …expected performance, and raising credit concerns to the portfolio team. The Portfolio Analyst should strive to understand the client 's operating performance and ... (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to… 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 ... diploma or equivalent work experience; Bachelor's degree preferred. + Experience in relationship management or client services within mortgage servicing or… more
- Citigroup (East Los Angeles, CA)
- …Citi's is looking for Summer Analysts to join the Citi Global Wealth Summer Analyst Program. Citi Global Wealth is unified wealth platform that serves clients across ... and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through...committed to teaching you the ropes. The ten-week Summer Analyst Program starts in June and ends in August.… more
- ADP (San Dimas, CA)
- ADP is hiring a **Senior Strategic Tax Compliance Analyst ** within our One Tax Compliance organization. + Are you looking to grow your career in an agile, dynamic ... and decide for yourself. **POSITION SUMMARY:** The **Senior Strategic Tax Compliance Analyst ** will use best practices and knowledge of internal and external… more
- Citigroup (Torrance, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events...Business Partners, Relationship Manager, etc.) + Organize client events to enhance client bonding. +… more
- Pegasystems (Anaheim, CA)
- Client Success Manager - State & Local Government...You'll Do at Pega:** + Develop a trusted advisor relationship with multiple people in the account to expand ... 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
- HUB International (Riverside, CA)
- …overall objectives and requirements. + Maintains regular interactions with clients to develop client relationship as well as advise of new product and service ... may be comprised of an Account Representative(s) and Benefit Analyst (s) on all client work and deliverables....and PowerPoint to create effective presentations and exhibits. + Relationship Management -Develop and maintain strong client … more
- BMO Financial Group (Newport Beach, CA)
- …detail-oriented, critical thinker with excellent analytical skills, strong work ethic, relationship building skills, and a passion for Commercial Banking. This role ... will be part of BMO's Commercial Analyst Development Program (CADP). CADP is an exciting opportunity...located in Newport Beach, CA. Applies consultative sales and relationship management practices to generate leads and close sales… more
- Pegasystems (Anaheim, CA)
- …largest organizations. **What You'll Do at Pega:** + Develop a trusted advisor relationship with multiple stakeholders across the client organization + Leverage ... and product knowledge to share insights about how a client can maximize license to drive business benefits +...customer's thinking to quickly gain credibility, build a strong relationship and contribute to the success of our clients… more
