- Robert Half Finance & Accounting (San Ramon, CA)
- …tailored to each client 's needs and goals. + Build and strengthen client relationships through proactive communication and ongoing support . + Monitor market ... (required). + 5+ years of experience in the financial services industry. + Proven success in a client...analytical, problem-solving, and interpersonal skills. + Self-starter with a client - service mindset and commitment to ethical practices.… more
- BMO Financial Group (Culver City, CA)
- …a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and ... services (eg mutual funds, mutual fund wrap accounts, ETF...in collaboration with the lead relationship manager. + Determines client needs and provides solutions though the sales of… more
- H&R Block (San Jose, CA)
- …value of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to ... Day Joining us as an Associate Team Leader, you'll support a single retail office during tax season to...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- BD (Becton, Dickinson and Company) (Milpitas, CA)
- …planning, organization design, associate engagement, organizational announcements. + Acts as the trusted advisor of client leaders to support them in ... support for the management team of the BDB Service , USR Sales, Finance, Business Development organizations. The HR...and Key Business Objectives, provides strategic HR business partnering support for Client Leaders, works with the… more
- The Cigna Group (San Francisco, CA)
- …growth targets, including prospective review, RFPs, finalist meetings, and new client onboarding. + Support business persistence targets, including medical ... This role partners with the sales team and requires travel to client offices based on location. **OVERVIEW** The Nurse Executive Sales Specialist is… more
- H&R Block (San Mateo, CA)
- …tools (ie, video conferencing, phone, chat, email) + Generate business growth, increase client retention, and offer additional products and services + Understand ... as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to...clients with diverse tax needs and you'll have the support of an expert team, dedicated to providing you… more
- H&R Block (Palo Alto, CA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. It...+ Ensure all H&R Block clients are receiving superior service + All other duties as assigned Your Expertise… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …is eager to gain exposure to successful Financial Advisors and Client Service Associates (CSAs) while developing toward an Advisor career path. Key ... (Tamarac) + Support Advisors with investment analysis, client meeting preparation, and advisor development activities...Advisors and CSAs to ensure smooth portfolio operations and client service Why This Opportunity Stands Out… more
- Raymond James Financial, Inc. (San Jose, CA)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... + May participate in live meetings with the Financial Advisor and their respective client (s). + Manages...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more
- World Wide Technology (San Francisco, CA)
- …teams? Join WWT today! **Why should you join Global Enterprise Sales?** As a Client Services Executive you will lead WWT Services sales efforts ... doing?** Always curious and with outcomes in mind, the Client Services Executive will grow WWT's ...of awarded engagements from the sales phase to the service delivery phase. WWT's Services business consists… more