- Bank of America (Beverly Hills, CA)
- Private Client Advisor II Beverly Hills, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Beverly-Hills/Private- Client - Advisor -II\_25020985) **Job Description:** At Bank of America,… more
- JPMorgan Chase (Pasadena, CA)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- James Perse Los Angeles (Sherman Oaks, CA)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME SEASONAL CLIENT ADVISOR FOR OUR BLOOMINGDALE SHERMAN OAKS LOCATION OBJECTIVE OF THE POSITION The Client ... achieving all objectives set forth by the company with a focus on client development and client sales. They will set the example in areas of customer service… more
- Tiffany & Co. (Pasadena, CA)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...the Tiffany brand in each client interaction using the Tiffany touch; your own flair… more
- Tiffany & Co. (Glendale, CA)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...the Tiffany brand in each client interaction using the Tiffany touch; your own flair… more
- James Perse Los Angeles (Century City, CA)
- WE ARE CURRENTLY HIRING A FULL TIME CLIENT ADVISOR FOR OUR BLOOMINGDALE'S CENTURY CITY WOMEN'S SHOP OBJECTIVE OF THE POSITION The Client Advisor is ... with James Perse. + Ensure the highest standards of client service are maintained at all times. + Maintain...all store and company procedures while maintaining operational and client experience excellence. + All other duties as assigned.… more
- Bank of America (Pasadena, CA)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill… more
- Neuberger Berman (Los Angeles, CA)
- …is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** + Lead ... The Advisor Consultant is responsible for creating new relationships...related to the sales opportunity pipeline in concert with Client Advisory Specialists. + Exhibit a strong business acumen… more
- M&T Bank (Los Angeles, CA)
- …as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating ... WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue… more
- Bank of America (Los Angeles, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Registered Wealth Management Client Associate Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a… more
- Bank of America (Los Angeles, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Wealth Management Client Associate Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend… more
- City National Bank (Los Angeles, CA)
- …to meet estate needs in high volume environment. Regularly convenes and facilitates client , advisor and family meetings apprising of status. Identifies, collects ... as well as external clients (Beneficiaries, CPAs, Attorneys, Banker, Financial Advisor , Portfolio Manager, etc.) to ensure all closing relationships are properly… more
- City National Bank (Beverly Hills, CA)
- …/ reallocation letters when necessary* Assist the Portfolio Management team in solving client and advisor issues as it relates to Operational and logistical ... and research outliers* Respond to ad hoc client requests, and manage client and advisor phone calls in the course of providing the highest degree of service*… more
- VaynerMedia (Los Angeles, CA)
- …and grow senior-level client relationships; serving as an executive sponsor and client advisor for multiple clients within the agency portfolio What You've ... act as a strategic partner to our clients providing assessment of the client 's current social and digital proficiencies and areas for improvement. Our VP's are… more
- City National Bank (Los Angeles, CA)
- …in accordance with Bank policies and procedures and to facilitate closings with Private Client Advisor . * May be assigned projects from time-to-time. * Builds a ... *Required Qualifications** * HS Diploma * Minimum 3 years client service experience required * Minimum 3 years small...commercial lending principles * Minimum of 1 year of client service experience * Broad based banking experience to… more
- BMO Financial Group (South Pasadena, CA)
- …+ Uses a consultative sales process to develop strong customer relationships; acts as client 's trusted advisor and primary point of contact. + Proactively works ... and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor… more
- City National Bank (Los Angeles, CA)
- …of real time risk, reporting, and escalation* High Profile and High Net Worth Client and Advisor service* Data driven approach to safety, soundness, planning, ... ACH, Real Time Payments, Debit Card, Credit Card, and Bill Pay* Client Onboarding, Client Maintenance, Client Statements* Fraud, Risk, and Control coverage… more
- City National Bank (Los Angeles, CA)
- …of real time risk, reporting, and escalation, High Profile and High Net Worth Client and Advisor service, Data driven approach to safety, soundness, planning, ... ACH, Real Time Payments, Debit Card, Credit Card, and Bill Pay, Client Onboarding, Client Maintenance, Client Statements, Fraud, Risk, and Control coverage… more
- Bank of America (Pasadena, CA)
- …must determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Whittier, CA)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Registration Candidate- Consumer Investments- Washington Center- Bilingual...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more