Client Officer
2 weeks ago
We are seeking a highly skilled and experienced Client Officer to join our team at City National Bank. As a Client Officer, you will play a critical role in providing exceptional client service and support to our clients, while also contributing to the growth and success of our business.
Key Responsibilities- Provide personalized service to clients, responding to their needs and resolving any issues in a timely and professional manner.
- Work closely with clients to understand their financial goals and objectives, and provide tailored solutions to meet their needs.
- Collaborate with internal stakeholders to ensure seamless delivery of client services and support.
- Develop and maintain strong relationships with clients, identifying opportunities to cross-sell and upsell products and services.
- Stay up-to-date with industry trends and developments, and apply this knowledge to provide expert advice and guidance to clients.
- Minimum 3 years of direct sales experience, preferably in a banking or financial services environment.
- Minimum 2 years of experience in a banking environment, with a strong understanding of banking products and services.
- Minimum 2 years of basic computer experience, including Microsoft Word, Excel, and Outlook.
- Strong interpersonal, verbal, and written communication skills.
- Ability to organize and prioritize work, with a strong attention to detail.
- Good problem-solving skills, with the ability to think critically and creatively.
- A competitive starting base salary of $33.43 per hour.
- The opportunity to work with a leading financial institution, with a strong reputation for excellence and customer service.
- A comprehensive benefits package, including medical, dental, and vision coverage.
- A 401(k) retirement plan, with a company match.
- Opportunities for professional development and growth, with a focus on helping you achieve your career goals.
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Client Relationship Executive
4 weeks ago
Westlake Village, California, United States Vahan Grigoryan - State Farm Agent Full timePosition OverviewWe are seeking a Client Relationship Executive to join our dynamic team at Vahan Grigoryan - State Farm Agent. This role is ideal for a motivated individual who can identify opportunities and transform leads into enduring client partnerships.Key Responsibilities:Generate leads, arrange meetings, assess client requirements, and promote...
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Client Relationship Manager
3 weeks ago
Westlake Village, California, United States Vahan Grigoryan - State Farm Agent Full timeBenefits:Performance-based bonusesCompany eventsAttractive salary packageComplimentary uniformsCareer advancement opportunitiesPaid leaveProfessional training and developmentROLE OVERVIEW: Vahan Grigorian Agency (a State Farm Office) is on the lookout for a driven Producer who can identify opportunities and effectively convert leads into enduring client...
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Client Relationship Manager
4 weeks ago
Westlake Village, California, United States Vahan Grigoryan - State Farm Agent Full timeBenefits:Performance-based bonusesCompany gatheringsAttractive salary packageComplimentary uniformsCareer advancement opportunitiesPaid leaveProfessional training and developmentROLE OVERVIEW: Vahan Grigorian Agency (a State Farm Office) is on the lookout for a driven Producer who can identify opportunities and effectively convert leads into enduring client...
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Client Relationship Manager
3 weeks ago
Westlake Village, California, United States Vahan Grigoryan - State Farm Agent Full timeBenefits:Performance-based bonusesCompany eventsAttractive salary packageComplimentary uniformsCareer advancement opportunitiesPaid leaveProfessional training and developmentROLE DESCRIPTION: The Vahan Grigorian Agency (a State Farm Office) is seeking a driven Account Manager who can identify opportunities and effectively convert leads into enduring client...
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Client Onboarding Specialist
1 month ago
Westlake Village, United States NINJIO Cybersecurity Awareness Training Full timeAbout NINJIONINJIO is the first of its kind cybersecurity awareness training company. We focus on changing human behavior through engaging learning and technology-driven tools leveraging behavioral science as a foundation. NINJIO is a Private Equity-backed and award-winning SaaS company in the category of Security Awareness Training. Founded in 2015, NINJIO...
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Security Officer
1 day ago
Westlake Village, California, United States Allied Universal® Full timeJob OverviewAllied Universal, a leading security and facility services company, offers a dynamic work environment that fosters a sense of purpose. As a Security Flex Officer, you will be part of a diverse and inclusive team that prioritizes customer satisfaction and community engagement.Job ResponsibilitiesThe Security Flex Officer is responsible for...
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Security Officer
2 weeks ago
Westlake Village, California, United States Securitas Inc. Full timeAbout the Role:As a Security Officer - Access Control at Securitas Inc., you will play a vital role in maintaining a safe and secure environment for our clients. Your primary responsibility will be to actively monitor the premises, including patrolling various locations, to preserve order and enforce regulations and directives for a client site pertaining to...
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Access Control Security Officers
3 weeks ago
Westlake Village, United States Securitas Inc. Full timeAccess Control Security Officers We help make your world a safer place.Securitas is a global company that offers the most advanced and sustainable security solutions in the industry. We are located in 47 countries and have 355,000 employees worldwide and over 150,000 clients.Securitas plays an essential role for our clients and in society. The Security...
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Chief Compliance Officer
2 days ago
Westlake Village, California, United States Alliance Entrust Full timeAbout Our CompanyAt Alliance Entrust, our mission is to empower financial advisors to guide their clients towards long-term financial stability through a values-driven approach. For over three decades, we have remained committed to serving as our clients' most trusted financial partners, safeguarding and growing their assets with integrity and expertise.Job...
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Flex Security Officer
1 month ago
Westlake Village, United States Securitas Inc. Full timeFlex Security Officer - All Shifts We help make your world a safer place.Securitas is a global company that offers the most advanced and sustainable security solutions in the industry. We are located in 47 countries and have 355,000 employees worldwide and over 150,000 clients.Securitas plays an essential role for our clients and in society. The Security...
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On-Site Office Manager
2 months ago
Westlake Village, United States PMP Management Full timeJob DescriptionJob DescriptionDescription:Become the Best Part of PMP Management!PMP is seeking a motivated, detailed, communicative, and personable professional to join our team as a On-Site Office Manager, Westlake Village, CA. Who We Are Property Management Professionals LLC. (PMP) is an industry-leading Association management firm providing extraordinary...
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On-Site Office Manager
2 days ago
Westlake Village, United States PMP Management Full timeJob DescriptionJob DescriptionDescription:Become the Best Part of PMP Management!PMP is seeking a motivated, detailed, communicative, and personable professional to join our team as a On-Site Office Manager, Westlake Village, CA. Who We Are Property Management Professionals LLC. (PMP) is an industry-leading Association management firm providing extraordinary...
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Chief Compliance Officer
3 weeks ago
Westlake Village, California, United States Alliance Entrust Full timeAbout Our CompanyAt Alliance Entrust, our mission is to empower financial advisors to guide their clients towards long-term financial stability through wise decision-making. Our purpose is to provide a trusted financial partner for our clients, safeguarding and growing their assets with the utmost care.Job OverviewWe are seeking a highly skilled Chief...
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Temp AP Specialist
3 weeks ago
Westlake, United States Client Opportunities Full timeJob DescriptionJob DescriptionDescription:Corrigan Krause is currently assisting one of their client’s, in the search for a temporary AP (Accounts Payable) Specialist. Our Client has been in business for 30 years, specializing in heavy highway trucking, gas, water and sewer installation and repairing, asphalt and concrete restoration and more. As the AP...
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Chief Financial Officer
2 months ago
Westlake Village, United States Advatix Inc. Full timeLocation: Westlake Village, CA, United States,Department: Finance and Accounting, Type: Full TimeChief Financial OfficerRole SummaryThis is a leadership position within the GCG group. The Chief Financial Officer (CFO) will be a strategic partner to the CEO, and the Senior Leadership Team, providing complete visibility and access to required financial data to...
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Financial Operations Coordinator
4 weeks ago
Westlake, Ohio, United States Client Opportunities Full timePosition OverviewClient Opportunities is seeking a dedicated and detail-oriented Financial Operations Coordinator to join our team. This role is essential in managing financial processes and office functions, ensuring adherence to regulations while delivering outstanding service to our stakeholders.As a part of our organization, you will benefit from a...
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Client Acquisition Specialist
2 weeks ago
Westlake, Ohio, United States Equity Trust Full timeJob SummaryWe are seeking a highly motivated and results-driven Business Development Representative to join our team at Equity Trust. As a Business Development Representative, you will be responsible for creating leads and opportunities by profiling prospects, qualifying prospective clients, and educating them on potential benefits and investment...
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Client Service Representative
2 weeks ago
Westlake, Ohio, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors with the opening and maintenance of client accounts and records.Key ResponsibilitiesPerform clerical functions related to opening...
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Security Officer
1 day ago
Westlake Village, California, United States Allied Universal® Full timeJob OverviewAllied Universal is a leading security and facility services company that offers rewarding careers that give you a sense of purpose. As a Security Guard, you will be part of a dynamic, diverse, and inclusive workplace that fuels a culture that reflects in our communities and customers we serve.We offer a comprehensive benefits package, including...
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Client Onboarding Specialist
3 weeks ago
Westlake, United States Equity Trust Full timeThis position is based out of our Westlake, OH office and is eligible for a hybrid schedule after probationary period. JOB SUMMARY:The Onboarding Specialist partners with Sales to establish new client relationships by serving as the single point of contact for establishing and funding a new client account. Strives to improve client satisfaction, enhance and...