- Nuveen Investments (Los Angeles, CA)
- Client Service Associate will partner closely... service and operational nuances required to support Alternative investment products in the US Wealth ... Physical Requirements: Sedentary Work **Career Level** 5IC **Preferred Experience** + 3+ years of Client Service Experience + 3+ years of experience in the Asset… more
- Citigroup (Downey, CA)
- …in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ... offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth… more
- Citigroup (Downey, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of… more
- Bank of America (Los Angeles, CA)
- …to UHNW clients + Proven relationship building and business partnering skills + Strong client service experience + FAs are also encouraged to continue their ... Financial Advisor Los Angeles, California **Job Description:** Merrill Lynch Wealth Management is a leading provider of comprehensive ...toward goals + Delivery of an appropriate level of service over the lifetime of the client … more
- Citigroup (Norwalk, CA)
- …banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via ... our Citibank branches and centralized service centers. The Home Lending Officer role represents the...business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents,… more
- WTW (Los Angeles, CA)
- …pre-renewal strategy, CRB's (Corporate Risk & Broking) Engagement 365 approach, impeccable client service , and industry specific thought leadership. + Defines, ... Vertical Leaders with particular focus and support for the Alternative Asset Insurance Solutions Team (Mergers & Acquisitions team)...of clients within the HC&LS industry including leading the client service team, managing the client… more
- JPMorgan Chase (Los Angeles, CA)
- …end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience + Protect the firm ... monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when… more
- Cherry Bekaert (Los Angeles, CA)
- …+ Ability to prioritize tasks and work efficiently on highly analytical tasks + Superior client service focus + Ability to travel up to 15% **What we offer ... energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all… more
- Citigroup (Beverly Hills, CA)
- …investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work across currencies, asset ... objective is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US.… more