- CIBC (San Francisco, CA)
- …fee collections and resolve collection issues. **Administrative & Reporting Tasks** + Prepare new account packets and open new accounts & sub- accounts . + ... with CIBC Private Wealth Investor Dashboard. + Maintain/update client personal and account data on internal systems and files. **Financial Operations & Transaction… more
- M&T Bank (Costa Mesa, CA)
- …including collecting critical documents, processing cash disbursements, trades and account balances, establishing new accounts and facilitating client ... of high net-worth private and institutional clients. Supports less experienced account relationship managers with limited supervision. May serve as administrator for… more
- Cedars-Sinai (Los Angeles, CA)
- …which include reviewing and submitting claims to third party payors, performing account follow-up activities, updating information on account , etc.. Positions at ... monitors assigned work queues and workload, ensuring resolve of accounts in a timely and accurate manner. Takes initiative...code, timely and accurately. + Ensures information on the account is complete and accurate. Adheres to payment timeline… more
- Medtronic (San Francisco, CA)
- …join our team, required to reside within the territory and drive to multiple accounts throughout the region. A valid driver's license is essential for this role, ... expenses + Negotiating and resolving price and contract issues (with Reps, Accounts , Regional management, and home office personnel) + Develop ethical, long-term… more
- Financial Partners Credit Union (Downey, CA)
- …to post loan requests from inception through payoff. Conducts loan account information research, loan adjustments, insurance monitoring, payment processing, member ... research and processing of Real Estate and Consumer loan account issues such as disputes, transaction / data corrections,...and reversals + Handle loan moves due to compromised accounts + Process loan skips, deferments requests, and modification… more
- Fiserv (Sacramento, CA)
- …revenue through selling Fiserv solutions within a designated territory or assigned accounts . + Implement strategies and account plans to identify, qualify, ... and presence in the financial services industry. Assigned to sell core account processing products within the Financial Institutions Group. This role involves… more
- Stryker (Modesto, CA)
- …program and tobacco cessation program. Financial benefits include: Health Savings Account (HSA), Flexible Spending Accounts (FSAs), 401(k) plan, Employee ... Clinical Specialist works using independent judgement, partners with local Account Managers to increase clinical support, and education resulting...sales and field roles that require access to customer accounts as a function of the job may be… more
- Cushman & Wakefield (Los Angeles, CA)
- …RESPONSIBILITIES** * Lead coordination, delivery and quality assurance of all C&W account services and adherence to the client's real estate standards of performance ... qualitative and reliable management reporting * Develop and successfully implement an overall account plan designed to enhance the value of the client's portfolio to… more
- Cytel (Sacramento, CA)
- …with Cytel's business developers and other personnel related to the account . This includes developing and demonstrating thought leadership in statistical methodology ... patient access to better health technologies. + Responsible for business development, account management and/or project execution leading to a large client portfolio… more
- Antech Diagnostics (Thousand Oaks, CA)
- …and Responsibilities** + Create and implement territory coverage plans for optimal account coverage. Conduct 85%+ in-person sales calls to promote, sell, and service ... equipment, tests, and services year over year through new account acquisition and existing account upgrades and...and Long Term Disability (Company Paid) + Flexible Spending Accounts /Health Savings Accounts + Paid Parental Leave… more