- Fidelity TalentSource LLC (Brea, CA)
- …Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting investor center associates ... ask that you have sales experience in the financial service industryWe require a Series 7 & 63 and...certification preferredThe Purpose of Your RoleOur vision for the Regional Planning Consultant is to develop sales associates through… more
- M&T Bank (Los Angeles, CA)
- … experience and wealth operating model to ensure team provides superior client service to internal and external clients. Partners with business line ... **Overview:** Manages and leads a client service team who participates in...and external developments, including regulations, which may affect the Wealth client and the Bank. Collaborate with… more
- BMO Financial Group (Los Angeles, CA)
- …issues. + Introduces subject matter experts to the client . + Shares wealth solutions expertise and product knowledge across regional team. + Develops ... attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client ...build capability and drive business growth. + Meets high-quality service standards to maximize relationship retention and growth. +… more
- JPMorgan Chase (Los Angeles, CA)
- …Advisors office. This position will dually report to the Head of the Client Service Group and the local Regional Director and is part of the branch ... offers US based clients and their advisors the personalized service of a dedicated wealth management business...customize solutions tailored to clients' specific needs. As a Client Service Group Manager in JP Morgan… more
- JPMorgan Chase (Los Angeles, CA)
- …their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client ... offers US based clients and their advisors the personalized service of a dedicated wealth management business...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide… more
- TIAA (Los Angeles, CA)
- …the Wealth Channels, including Wirehouses, Private Bank, Independent & Regional Broker-Dealer, RIA and Family Office. + Presents the enterprise's Alternative ... the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific geographic region. Under limited supervision, this… more
- Paycom Online (Los Angeles, CA)
- …during the initial phase, providing a seamless transition and continuity of exceptional service . + Cultivate and nurture existing client relationships for strong ... account profitability, and client satisfaction/loyalty. + Performs client presentations articulating the value proposition of product/solution/ service … more
- BMO Financial Group (Los Angeles, CA)
- …team of subject matter experts to craft and execute creative solutions for the client . + Monitors performance results at the regional , market and professional ... attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client ...build capability and drive business growth. + Meets high-quality service standards to maximize relationship retention and growth. +… more
- Cherry Bekaert (Los Angeles, CA)
- …regional accounting firm with a demonstrated record of having provided leadership, client service , and business expansion. + The qualified candidate will have ... through expansion of services to existing clients and obtaining new clients. + Exceptional client service skills leading to the highest quality of execution and… more
- US Bank (Los Angeles, CA)
- …of more than 70,000 employees serve our millions of retail, business, wealth management, payment, commercial and corporate, and investment services customers across ... national sports that build awareness, drive consideration, preference, and ultimately client acquisition. This leader will support opportunities across the breadth… more
- HUB International (Los Angeles, CA)
- …be on establishing and nurturing strategic partnerships with national and regional leadership, local advisors, empowering them to deliver comprehensive financial ... coupled with your commitment to delivering exceptional value and service to our partners, will be instrumental in driving...employees. FinPath is an essential component of the TCG client experience. TCG was acquired by HUB International in… more
