- Bank of America (Pleasant Hill, CA)
- …Retirement Planning Counselor (CRPC). + Obtained your insurance licenses **Skills:** + Account Management + Advisory + Client Experience Branding + Customer ... in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both… more
- Bank of America (Monterey, CA)
- …(CRPC) is a plus. + Obtained insurance licenses is preferred. **Skills:** + Account Management + Client Investments Management + Client Management + ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Chico, CA)
- …and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client ... to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a sustainable book… more
- Bank of America (San Francisco, CA)
- …of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools,… more
- Turner & Townsend (Los Angeles, CA)
- …**Job Description** **Turner & Townsend Heery** are looking for a **Cost Engineer/Cost Manager ** to join our team and support construction cost services for ... publications, the talented multidisciplinary team at Turner & Townsend Heery exceeds client expectations - adding value, best practice and expertise at every turn.… more
- Stantec (Walnut Creek, CA)
- …those discussions into opportunities to deliver solutions. + Prepare and maintain successful client account management plans that reflect the above. + Enhance ... business in the Pacific Region and beyond, with the support of the North America Leader and Pacific Water... needs in your role as a senior project manager , principal-in-charge, and/or client service lead for… more
- Stantec (Roseville, CA)
- …you will provide the following consulting services to our clients:** + Strategic support for client 's Contractor Safety Program + Training plan recommendations ... and where clients perform field activities. + On-site EHS support at client facilities including completion of...the candidate's business relationships and as identified by Stantec Account and Client Managers. + Develop and… 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 ... other Business Units around Life Sciences practice offerings to support existing account expansion + Play a...account expansion + Play a significant role in client proposals and RFI/RFP responses from initial brief to… more
- Banc of California (Downey, CA)
- …regulations, wherein the Company operates. **HOW YOU'LL MAKE A DIFFERENCE** + Provide support to the Branch Operations Manager with Teller supervision by ... who to bring in when needed; can guide and support tellers in client resolution questions is...vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending … more
- Bank of America (Albany, CA)
- …High School Diploma / GED / Secondary School or equivalent Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more