- Fidelity TalentSource LLC (Los Angeles, CA)
- …licenses.Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industryExperience with ... marketplace, through proactive solicitation and/or research, to advise and drive client happiness.Designing and conducting strategic planning and service review… more
- Segal (San Francisco, CA)
- …financial tools.| Perform as the senior level financial analysis on PBM-related client projects and service delivery initiatives (eg, proposals, audits, ... Development focus of the role is both technical and client relationship oriented and may include managing or peer...owned, leading North American employee benefit, human resources, and investment management consulting firm with over 80 years of… 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
- US Bank (Los Angeles, CA)
- …Day One. **Job Description** Responsible for the management and oversight of Investment Services accounts of various sizes established by clients for various ... purposes. Account Managers serve as one of the client 's primary contacts, delivering a high level of customer...'s primary contacts, delivering a high level of customer service and is responsible for retention and expansion of… 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 (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 (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
- BlackRock (San Francisco, CA)
- …the unique needs of our clients including relationship management, marketing, sales, client service , and product development and management. Professionals within ... development of other team members Skills & Qualifications + Strong understanding of institutional investment marketplace + 5+ years of experience working with… 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
- US Bank (San Francisco, CA)
- …working with institutional investors. + Responsible for providing high-quality client service , which entails conducting investment meetings with ... currently seeking an industry professional to assist with our Outsourced Chief Investment Officer (OCIO) client management and business development efforts for… more
- Bank of America (Westlake Village, 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
- 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
- Morgan Stanley (San Francisco, CA)
- *Department Profile* Morgan Stanley and Company (MSCO) is a Municipal Institutional market maker covering insurance companies, asset managers, mutual funds, hedge ... Team publishes commentary and analysis on municipal credit for both Institutional Customers and Wealth Management Financial Advisors. Our Municipal Strategy Team… 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
- SMBC (Sacramento, CA)
- …for team review, in order to implement corrective actions to enhance client service levels and, ultimately, satisfaction. **Role Objectives: Interpersonal** Help ... to help generate customized and relevant offerings. Coordinate and help oversee client service , including equipment acquisition process, liaising with equipment… more
