- BlackRock (Sausalito, CA)
- …high degree of integrity, professionalism and an intense desire to deliver the superior client service that SMA Solutions is known for in the industry. ... client . + Strong business development experience (10-plus years) in the investment management industry, particularly the UHNW or Institutional space. +… more
- Bank of America (San Francisco, CA)
- …school. + Skills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required. **Desired ... **Job Description:** This job is responsible for working with complex, institutional investors to create customized investment strategies. Key responsibilities… more
- Aristotle Capital Management (Newport Beach, CA)
- …requested; ensure accuracy and reasonableness of output. + Provide support to Aristotle's client service , sales and marketing teams by responding to client ... investment professionals through a culture focused on research, investment management and client success. We are...Respond to inquiries in a timely manner, providing exceptional client service to all internal and external… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …benefits and more details, please reach out to Michael Lauer via LinkedIn Institutional Client Service Associate San Mateo (full-time office) $100K-$150k ... (stretch) + Bonus Company: Our client is a boutique investment manager with...a full-time highly qualified, entrepreneurial-minded candidate to join our client service team. Responsibilities include analyzing, presenting,… more
- JPMorgan Chase (Irvine, CA)
- …the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client ... located in the United States and across the globe. Client Service Associates are a trusted member...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- JPMorgan Chase (Azusa, CA)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... a broad investment product and thought leadership platform along with cutting...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer… more
- JPMorgan Chase (Los Angeles, CA)
- The Entertainment Group is part of Corporate Client Banking & Specialized Industries in the Commercial Bank and is responsible for developing and managing ... on North America based Media & Entertainment companies that are users of investment banking products and traditional banking services. We help our clients solve… more
- JPMorgan Chase (San Francisco, CA)
- …a localized market and product strategy while developing partnerships with Bankers, Client Service , Product Leadership (Core Cash, Card and Commerce Solutions) ... found the right team. As a Treasury Management Officer in Corporate Client Banking, you will generate new treasury management business and maintain relationships… more
- Santander US (Los Angeles, CA)
- …+ Leads complex conversion activities related to a mix of complex institutional client relationships requiring the in-depth understanding of custody and ... VP, Client Lifecycle Management Los Angeles, United States of...of the company's business units. Aims to deliver superior service to clients by driving and optimizing the effectiveness… more
- SMBC (Los Angeles, CA)
- …Description** Our SMBC Transactional Banking Department (TRBD) is looking for a Client Service Representative who will be responsible for addressing customer ... Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional ,...execute processes. + Keep close communication with the Senior Client Service Representatives on daily tasks and… more
- Bank of America (Los Angeles, CA)
- …+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... + Proven ability to partner and promote lead generation + Experience balancing investment management, sales activities, and new client development + Strong… more
- Aristotle Capital Management (Newport Beach, CA)
- …+ 3+ years of relevant sales or financial services work experience required. + Investment experience or client service /sales support within the financial ... retains talented investment professionals through a culture focused on research, investment management and client success. We are currently seeking a… more
- Raymond James Financial, Inc. (San Jose, CA)
- …private client ; institutional equity and fixed income institutional sales; investment banking; trading activities; and operations and administration. ... billion of assets under administration._ **_About Raymond James:_** _RJA is an investment adviser and full- service broker-dealer dually registered with the… more
- Bank of America (Modesto, CA)
- …* Proven ability to partner and promote lead generation. * Experience balancing investment management, sales activities and new client development. * Strong ... and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with… more
- JPMorgan Chase (San Francisco, CA)
- …Spend your summer with our industry experts learning what it takes to offer first-class service for a leading client franchise. Join a team committed to building ... solutions. You'll work with a team of bankers, global investment specialists, wealth advisors, and lending specialists. Working here...**You'll also:** + Work with our teams to understand client needs and examine market activities to develop and… more
- TIAA (Los Angeles, CA)
- …within the enterprise to implement best sales practices and to ensure excellent service for clients. + Educates the organization's Generalist Sales Team on the ... wealth channels in an effort to expand Alternative Strategies client portfolio. **Educational Requirements** + University (Degree) Preferred **Work Experience**… more
- KPMG (Sacramento, CA)
- …help build new relationships with key targets + Experience leading multiple engagements and client service teams as well as developing and mentoring staff within ... important than investing in our culture because it's an investment in our people, our future, and what we...clients and be accountable for delivering high quality tax service and advice and play a key role in… more
- JPMorgan Chase (San Francisco, CA)
- …communication skills + Strong and independent problem solving skills + Customer service / Client facing experience + Excellent relationship building skills ... Support Management (BSM) is a function within Corporate & Investment Bank (CIB) Finance & Business Management. The group...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- JPMorgan Chase (San Francisco, CA)
- …end - from origination to product delivery, including partnership with operations and service . You are responsible for enabling your team to provide solutions to ... clients across the Treasury Services, Asset Management, Credit and Investment Banking product sets, working closely with senior leaders within the IE team and across… more
- JPMorgan Chase (San Francisco, CA)
- Are you client focused and enjoy building relationships? Join the team helping to support US Headquartered companies with their international business needs! As a ... empower our clients to establish successful, global businesses. **Job Responsibilities** + Service the specific non-US corporate banking needs of the firm's targeted… more