- City National Bank (Beverly Hills, CA)
- …IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific ... from the Bank's Financial Intelligence Unit (KYC/AML) and/or other Support Unit's regarding client transactions and account activity. * Comply with all Bank… more
- Republic Services (San Pablo, CA)
- …SUMMARY:** The Manager , Municipal Sales is responsible for the development and implementation of the division sales strategy for municipal contract extensions, ... and trade groups. Develops/implements approved strategies and activities to increase account penetration; satisfaction to ensure profitable client retention. +… more
- AC Disaster Consulting (Los Angeles, CA)
- …discussions. + Support business development efforts through technical writing, proposal development , and client engagement. + Remain up to date on relevant ... multiple projects simultaneously and deliver results within deadlines. + 5-7+ years client management experience including expansion and development of services… more
- Marriott (Anaheim, CA)
- …(eg, Account Executives and Senior Account Executives) * Partners with account /selling manager to develop creative aspects of site visit * Gathers all ... important customer data from account /selling manager in order to plan appropriately...to their rooms * Acts as Personal Concierge to client while on site to help coordinate any special… more
- Bank of America (Auburn, CA)
- …as opening accounts, account maintenance, and Digital Assisted Shopping + Manages client interactions by taking the best course of action for the bank and its ... sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM,... Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding +… more
- Bank of America (Santa Barbara, CA)
- …as opening accounts, account maintenance, and Digital Assisted Shopping * Manages client interactions by taking the best course of action for the bank and its ... this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM,... Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding *… more
- Bank of America (Glendale, CA)
- …as opening accounts, account maintenance, and Digital Assisted Shopping * Manages client interactions by taking the best course of action for the bank and its ... this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM,... Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding *… more
- Comerica (San Francisco, CA)
- … needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the ... you will be part of a team of experienced professionals providing exceptional client experience with a robust platform of investments, credit, trust and planning… more
- Wolters Kluwer (Sacramento, CA)
- …within Salesforce CRM following timing and content standards. + Promote new account /customer development to meet ongoing sales goals and conduct ... by existing WK solutions. + Contribute to new product development and issue resolution that meets customer needs by...+ Work with other sales personnel and Division Sales Manager to address account /channel conflicts. + Develop… more
- Capgemini (San Francisco, CA)
- …a strong impact on our organization. You will often serve as the on-site client manager , strengthening and expanding client relationships and leading ... CRM functional specifications and support configuration and testing efforts **Business Development ** + Contribute to client proposals and RFI/RFP responses… more