Client Relationship Specialist - Newport Beach

Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. · Typically between 2 - 3 years of relevant experience · Advanced knowledge of investment process and procedures · ...

This position involves establishing relationships with partners such as hospitals to identify clients in need of treatment. · Akua Behavioral Health is a nationally recognized mental health program for adults. · The position requires local travel and outreach.Educate the public a ...

Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. · Being ...

Job Description: · This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profi ...

The Sales Specialist role is a full-time position based in Neiman Marcus on Fashion Island, Newport Beach, CA. The specialist will interact with customers to provide exceptional service and drive sales.Build long-term client relationships. · Achieve sales targets. · Maintain in-d ...

We are seeking a detail-oriented Accounts Payable Specialist to join our team. This role involves managing accounts payable activities across multiple locations. · ...

The Foundation Specialist is responsible for advancing the Hoag Hospital Foundation's mission through the planning, coordination, and implementation of assignments in collaboration with internal and external partners to achieve overall Foundation goals. · ...

The Foundation Specialist is responsible for advancing the Hoag Hospital Foundation's mission through the planning, · coordination and implementation of assignments in collaboration with internal and external partners to achieve overall · Foundation goals. · Actively contributing ...

We are seeking a Sales Specialist to join our team at Clearwater Living. · ...

We are seeking an experienced Alternative Investments Specialist (AIS) to join the U.S. Global Wealth Management (GWM) team.PIMCO is a global leader in active fixed income with deep expertise across public and private markets. · ...

We are seeking a dynamic and results-driven Community Engagement Specialist to spearhead growth initiatives. The Community Engagement Specialist will be instrumental in enhancing brand awareness, cultivating strategic partnerships, and driving patient referrals to our facility. · ...

You may be a great fit as an acquisitions specialist at Moby Young - State Farm Agent if you are the person people call first when life goes sideways. · You genuinely care about your community and are dedicated to providing excellent service that makes a positive impact on the pe ...

If you're looking for an advisory platform that balances true independence with meaningful support, Tax & Financial Group (TFG) offers a different path forward. · This opportunity is for advisors at any stage of their careers- from those new to the profession seeking strong train ...

Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...

The Customer Success Specialist is the customer's trusted partner throughout their Medit journey, guiding onboarding, accelerating learning, improving digital workflows, and ensuring practices gain measurable value from their Medit solutions. · This role combines clinical insight ...

Century Group is partnering with a client seeking legal collections specialist to join their team. · ...

Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. · Being ...

We are seeking a motivated and client-service-driven Client Solutions Specialist to support and expand our various client solutions and manage and support our workplace retirement technology. · ...

This job is responsible for serving as the Customer Due Diligence (CDD) and Compliance Risk partner for relationship management teams in the management of their portfolio. · Key responsibilities include managing the CDD processes, ensuring timely and accurate compliance to policy ...

The Client Services Officer serves as a primary relationship and service liaison for clients, managing a diverse range of daily banking needs, account servicing requests, and complex problem resolution. · Assist in directing all activities of the staff and branch operations area ...