- EverBank (Encino, 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 mortgage,… more
- EverBank (Encino, 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 and other delivery channels such as mortgage,… more
- Clay Lacy Aviation (Van Nuys, CA)
- Clay Lacy Aviation is looking for an experienced Flight Support Specialist for our full-service FBO at Van Nuys airport. If you meet the minimum requirements and are ... able to work weekends and holidays. The Flight Support Specialist will be part of a team responsible for...be part of a team responsible for aircraft owner's relationship to flight coordination and flight dispatch activities. This… 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
- Edmunds (Santa Monica, CA)
- …on to find out how! What You're Applying For: The Co-Op and Compliance Specialist will own monthly Co-Op pre-approval, package creation and delivery. As a member of ... regions and brands as ad hoc issues arise, and adapt recommendations quickly to suit varying client needs What You Need: * BA/BS degree * 4+ years of experience in a… more
- Bank of America (Northridge, CA)
- …the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and ... of America's **Advisor Development Program** and become an investment specialist in one of over 4,000 financial center locations...be an advisor - from acquiring, building and managing client relationships to considering a client 's complex… more
- Raymond James Financial, Inc. (Woodland Hills, CA)
- …and other branch stakeholders in a number of ways including leveraging Client Relationship Management Systems, on-boarding clients, opening accounts, and ... * Assist with onboarding new clients including opening accounts and updating Client Relationship Management systems. * Develop financial plans leveraging… more