- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary The Client Relationship Specialist (Bilingual Korean - English) plays a critical role in supporting the bank's relationship management ... client 's financial transactions, ensuring accurate documentation, maintaining client records, and facilitating smooth communication between clients and internal… more
- Charles Schwab (Torrance, 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
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Business Relationship Support Specialist in Commercial Banking, Middle Market. Learn more about the career areas ... and compliance requirements **Required Qualifications:** + 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a… more
- City National Bank (Los Angeles, CA)
- * CLIENT SERVICING SPECIALIST SENIOR-FUNDS TRANSFER* WHAT IS THE OPPORTUNITY? The Client Service Specialist is responsible for responding to and handling ... issues for all CNB internal and external clients, delivering an exceptional client service experience aligned with our City National Brand promise. Manage … more
- Bank of America (Los Angeles, CA)
- …program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license ... Wealth Management Specialist - Non-Registered Los Angeles, California **To proceed...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Citizens (Newport Beach, CA)
- …focusing on each client 's unique circumstances. The Private Bank Sr Lending Specialist supports the Relationship Manager with their client 's loan ... documents received meet Private Bank guidelines and lead the conversation with the Relationship Manager, Client Relations Team, or Credit Risk Officer to… more
- Lowe's (La Habra, CA)
- …best service and value, from the comfort of their home. In Home Sales Specialist deliver a superior client experience by accurately assessing customer needs and ... customer homes or other locations to discuss project plans. The In Home Sales Specialist must be comfortable owning the customer relationship and engaging in… more
- Bank of America (Beverly Hills, CA)
- …management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client ... Wealth Management Specialist Beverly Hills, California **To proceed with your...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Bank of America (Newport Beach, CA)
- …management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client ... Wealth Management Specialist - Non-Registered (FP) San Francisco, California;Newport Beach,...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- EverBank (Beverly Hills, CA)
- … client 's needs a priority. + Provides support to financial center managers or relationship managers as important client service team member and serves as an ... **Banking Specialist Sr** The Banking Specialist Senior...makes introductions to team specialists including financial center managers, relationship managers, or other delivery channels such as small… more
- EverBank (Beverly Hills, CA)
- **Banking Specialist ** The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional ... client service, and makes appropriate introductions to team specialists...introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, and treasury management.… more
- Clark Construction Group, LLC (Los Angeles, CA)
- …the Inland Empire. Occasional travel to other regions may be required. **Responsibilities** Client Engagement & Relationship Management + Facilitate and execute ... is seeking a highly skilled and strategic Business Development Specialist to join our team. In this role, you...you will be responsible for developing and cultivating strong client relationships and strategic partnerships within the Los Angeles,… more
- Antech Diagnostics (Fountain Valley, CA)
- …strong relationship building and communication skills. The Customer Support Specialist accurately enters orders and is knowledgeable about Antech products and ... support position in the future. **Job Purpose/Overview** The Customer Support Specialist delivers on the Antech Customer Service Vision of unwavering commitment… more
- ADP (San Dimas, CA)
- …+ Ability to work as part of a team to accomplish tasks + Strong client relationship skills + Must be comfortable working in a performance-based and structured ... **ADP is hiring a Senior Implementation Specialist ** Are you ready to join a company...will vary, as will the solutions you provide each client . There will be no shortage of new questions… more
- TEKsystems (Newport Beach, CA)
- …existing clients + Meet and exceed established sales goals and performance targets Client Relationship Management: + Build and maintain strong relationships with ... Insurance Sales Agent - Classic & Exotic Vehicle Specialist Passionate about classic cars and luxury vehicles?...Passionate about classic cars and luxury vehicles? Join our client as an Insurance Sales Agent and combine your… more
- City National Bank (Pasadena, 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
- Bank of America (Los Angeles, CA)
- …Sized clients **Skills:** + Account Management + Business Development + Client Solutions Advisory + Portfolio Management + Relationship Building ... Sr. Merchant Specialist San Diego, California;Newport Beach, California; Rancho Cordova,...the banker and TSO * Deep understanding of a client 's commerce ecosystem and the ability to consult on… more
- IBM (Costa Mesa, CA)
- …* Client Software Adoption Expertise: Becoming a trusted expert in client software adoption. * C-Suite Relationship Building: Building relationships with ... **Introduction** As a Customer Success Manager - Account Specialist , your mission is to collaboratively lead the way for the deployment and adoption of IBM's… more
- Bank of America (Los Angeles, CA)
- Merchant Specialist West Newport Beach, California;Rancho Cordova, California; San Diego, California; Los Angeles, California **To proceed with your application, you ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/Merchant- Specialist -West\_25024753-2) **Job Description:** At Bank of America, we are… more
- City National Bank (Westlake Village, CA)
- …representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in ... of company, industry, business and needs to assist in client calling efforts. Sets objectives for each relationship...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more