- Fidelity TalentSource LLC (Los Angeles, CA)
- …to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager . The Expertise\u00A0We re Looking ForSeries 7, 63 & 65 and Life ... matter expertise will be used to address unique and complex client service requestsAbility to work in a dynamic, fast-paced and deadline-oriented environmentYou… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …to hold Series 7 & 63 licenses.Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K ... marketplace, through proactive solicitation and/or research, to advise and drive client happiness.Designing and conducting strategic planning and service review… more
- CohnReznick LLP (Los Angeles, CA)
- …industry and service line team members to deliver outstanding technical and client service . Located in almost every financial center across the United ... ROLE. Responsibilities include but not limited to: Serve as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement… more
- Fidelity TalentSource LLC (Brea, CA)
- …strategyDeepening client relationships through long term mentorshipCollaborating with the Relationship Manager team company wideBeing responsible for the ... Job Description: Relationship Manager As a Relationship...client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial… more
- Rose International (Buena Park, CA)
- …and duration are estimates and may be reduced or lengthened based upon a client 's business needs and requirements. ** Required Education: * High School diploma or ... Computer Skills (Outlook, Word, PowerPoint, Excel) * Accounts Payable Position Summary: Client has an opening for temporary fleet administrator with potential to… more
- JPMorgan Chase (Irvine, CA)
- …the use of our complex treasury and cash management products and services. As a Client Relationship Manager (CRM) within the Commercial Bank, you will serve ... client experience globally through the handling of the service and account management needs of designated high-profile clients...solicit client input and feedback to drive client satisfaction + Conduct annual relationship reviews… more
- US Bank (Toluca Lake, CA)
- …and discover what you excel at-all from Day One. **Job Description** Float Client Relationship Consultants build relationships with customers by meeting face to ... 6 days per week + Reports to float pool manager at market level We're looking for people who...empathy, taking ownership, and consistent follow up. -Float Pool Client Relationship Consultant for Multiple Branch Locations… more
- City National Bank (Los Angeles, CA)
- ** RELATIONSHIP MANAGER SENIOR CB** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with commercial clients in the assigned business segment ... demonstrated sales and marketing abilities including cross selling skills. + Superior client relationship skills. + Good understanding of commercial credit… more
- JPMorgan Chase (Los Angeles, CA)
- …deliver the firm's extensive product platform and global presence. As a Relationship Executive- Entertainment Coverage - Corporate Client Banking, Executive ... The Entertainment Group is part of Corporate Client Banking & Specialized Industries in the Commercial...coverage and product partners, and coordinate the sales and service efforts of partners across the firm * Collaborate… more
- City National Bank (Beverly Hills, CA)
- ** RELATIONSHIP MANAGER DEPOSITS ENTERTAINMENT** **WHAT IS THE OPPORTUNITY?** The Deposits Relationship Manager develops and manages deposit relationships ... and promote Bank products and services in order to establish a comprehensive client banking relationship . Is able to discuss opportunities and general business… more
- BMO Financial Group (Alhambra, CA)
- …by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio ... solutions, including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: + Serve as the customers'… more
- City National Bank (Irvine, CA)
- …their own portfolio growth and development, and referrals and cross-sells from the service team.Managing each Relationship Manager includes making sure each ... ** RELATIONSHIP MANAGER SENIOR** **WHAT IS THE...personnel, corporate and bank clients demonstrating commitment to quality client service . + Represents the Bank by… more
- City National Bank (Pacific Palisades, CA)
- ** RELATIONSHIP MANAGER SENIOR** **WHAT IS THE OPPORTUNITY?** Responsible for acquiring small business and personal clients, and will be responsible for deepening ... personnel, corporate and bank clients demonstrating commitment to quality client service . + Maximize client ...Act, Fair Lending Practices, Code of Conduct, etc.). + Client Centricity & Relationship Management - to… more
- PNC (Los Angeles, CA)
- …valued and have an opportunity to contribute to the company's success. As a Relationship Manager III within PNC's Corporate Banking organization, you will be ... company's business; ability to apply this knowledge appropriately to diverse situations. Client Relationship Management - Knowledge and ability to determine and… more
- JPMorgan Chase (Los Angeles, CA)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... business and its owners and develop the full financial relationship . + Understand the personal financial goals and needs...accounts and full suite of products and services. Leverage service team to deliver an outstanding client … more
- JPMorgan Chase (Newport Beach, CA)
- … needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in the Firm's ... their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a… more
- BMO Financial Group (Los Angeles, CA)
- We are seeking a Vice President Relationship Manager in our Diversified Industries Group with regional focus on Los Angeles. The ideal candidate will have a ... 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience...development + Risk Management - In-depth + Sales and Service Management -In-depth + Relationship Management -… more
- SMBC (Los Angeles, CA)
- …as the account manager for selected deposit relationships to ensure relationship profitability and customer service levels are maintained. + Strong ... Estate Loans, Cash Management Services, International Services **JOB SUMMARY:** The Senior Relationship Manager (RM) position is an integral component of the… more
- Citigroup (Diamond Bar, CA)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.… more
- BMO Financial Group (Sherman Oaks, CA)
- We are seeking a Senior Relationship manager in our Diversified Industries Group primarily covering the North LA Market. The ideal candidate has 7+ years of ... the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and… more
