- Charles Schwab (Pasadena, CA)
- **Your opportunity** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that ... operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help… more
- PNC (Los Angeles, CA)
- …needed to be successful in this position. **Preferred Skills** Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, ... valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist within PNC's Corporate Banking organization, you will be… more
- City National Bank (Los Angeles, CA)
- * CLIENT CARE SPECIALIST * WHAT IS THE...escalation. Escalates issues to Client Care Lead, Client Contact Center Management and Relationship Manager, ... OPPORTUNITY? The Client Care Specialist is responsible for responding to and handling a...offer and connects any new business prospect or existing client with the appropriate Relationship Manager. Authorizes… more
- Columbia Bank (Torrance, CA)
- Client Service Specialist II Retail Banking Group Torrance, California **Description** **About Us:** At Columbia, we create a great place to work by offering a ... unique brand of relationship banking and fostering a culture where associates thrive....the first point of contact for most clients, the Client Service Specialist (Teller) play a key… more
- PNC (Pasadena, CA)
- …needed to be successful in this position. **Preferred Skills** Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, ... valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Corporate Banking organization, you will… more
- Banc of California (Santa Ana, CA)
- …variety of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Client Service Specialist is a pivotal member of the HOA Services ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury...Organization. This representative will play a key role in client satisfaction and client retention by supporting… more
- Bank of America (Los Angeles, CA)
- …a specified timeframe to be eligible for Specialist position. ** Relationship Managers** further develop and enhance existing client relationships. They ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist… more
- Citizens (Irvine, CA)
- …that results in long-term client loyalty. Ideal candidates will have a client -centered lending specialist with a commitment to excellence to join their team ... and drive the loan process. The Private Bank Lending Specialist - Residential supports the Relationship Manager...candidate will demonstrate a desire for mastery and a client -centered purpose where they can overcome obstacles and function… more
- Patterson Companies, Inc. (Los Angeles, CA)
- …queries, answers questions and solves problems in a timely fashion. + Holds client relationship meetings to monitor satisfaction levels with Patterson's service ... to own their income potential. As an Equipment Sales Specialist , you'll partner with dental practices to design, equip,...vital role in helping clients succeed. If you're a relationship -builder with strong sales experience and a passion for… more
- Cushman & Wakefield (Irvine, CA)
- …flyers, brochures and other marketing materials as needed for listings **Maintain Client Relationship Management Database:** Maintain and enter new leads and ... **Job Title** Brokerage Specialist **Job Description Summary** We are seeking a...of work related to commercial real estate transactions and client deliverables. This individual must be a collaborative team… more
- WTW (Los Angeles, CA)
- …involved on sales opportunities, potential of a tertiary role holding a more strategic client relationship depending on client . _Estimated size of book 10-25 ... quantify, mitigate, and transfer risk, taking advantage of our global capabilities, specialist industry experience, and unparalleled market know-how. The result is a… more
- City National Bank (Sherman Oaks, CA)
- …demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit ... and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- Antech Diagnostics (Fountain Valley, CA)
- …strong relationship building and communication skills. The Customer Support Specialist accurately enters orders and is knowledgeable about Antech products and ... support position in the future. **Job Purpose/Overview** The Customer Support Specialist delivers on the Antech Customer Service Vision of unwavering commitment… more
- HUB International (Los Angeles, CA)
- …with Affordable Care Act Reporting. * Maintains regular interactions with clients to develop client relationship as well as advise of new product and service ... security and career satisfaction **THE OPPORTUNITY:** The Benefits Technology Specialist is responsible for Benefits Administration system configuration, testing,… more
- City National Bank (Los Angeles, CA)
- …representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in ... of company, industry, business and needs to assist in client calling efforts. Sets objectives for each relationship...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- Paycom Online (Sherman Oaks, CA)
- The Transition Specialist Representative leads the Paycom implementation by partnering with Outside Sales Reps, Client Relations Representatives (CRR), Paycom ... Specialists (PSD), and New Client Setup (NCS) Specialists to ensure a successful implementation...to all persons in all aspects of the employer-employee relationship . This policy applies to all terms and conditions… more
- City National Bank (Irvine, CA)
- …to client needs. Provides responsive, quality service. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of ... and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management, managing over $2 trillion in client assets, is a global leader in investment and wealth management. Serving institutions, ... contribution plans. **Job Summary:** As an Asset Management - Real Estate Investment Specialist West Coast - Executive Director within the Real Estate Americas team,… more
- Bank of America (Los Angeles, CA)
- …+ Client Management + Client Solutions Advisory + Customer and Client Focus + Pipeline Management + Relationship Building + Collaboration + Presentation ... Alternative Investments Regional Specialist - Private Bank Los Angeles, California;San Francisco,...The position will also be responsible for servicing existing client assets and assisting with the prospecting of ultra-high-net-worth… more
- Banc of California (Santa Ana, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... exception reports and activities within daily deadlines. This will include performing client outreach via phone, email or in-house applications to obtain client… more