- Robert Half Finance & Accounting (San Francisco, CA)
- …multi-family office headquartered in San Francisco is seeking a highly motivated and Sr. Client Service Associate to join its team. This firm specializes in ... in enhancing the client experience and operational efficiency. Position Overview The Client Services Manager will serve as a primary point of contact for… more
- Bank of America (Palo Alto, CA)
- Wealth Management Client Associate (FP) Palo Alto, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative… more
- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate Walnut Creek, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative… more
- BlackRock (San Francisco, CA)
- …a responsibility to be the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse team of partners strengthens ... the best of BlackRock to our clients. BlackRock offers a range of solutions - from rigorous fundamental and quantitative active management approaches aimed at… more
- BlackRock (San Francisco, CA)
- **About this role** **Aladdin Client Transformations - Front Office** **What we do** BlackRock's business is investing on behalf of our clients, from large ... all kinds have made us the world's largest asset manager , entrusting us with trillions of dollars, and its...growing rapidly, with the volume and complexity of new client deals and strategic partnerships growing each year. We… more
- City National Bank (Los Angeles, CA)
- …in client call program either independently or with Relationship Manager . Prepares call reports for management. * Provides assistance and coverage for ... engages in meaningful conversations with clients to ensure that solutions are suggested and or provided that meet the...and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute… more
- Navient (San Francisco, CA)
- …more below, and let's build something great together! **The Client Happiness Origination Associate position will report to the Senior Manager of Client ... Happiness.** **As the Client Happiness Origination Associate , you will:** + Take a proactive approach via...Speed is our competitive advantage. Our customers need better solutions , and the faster we execute, the greater our… more
- Bank of America (Los Angeles, CA)
- …facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In partnership with OMT, ... Private Wealth Client Relationship Manager Los Angeles, California...partners closely with advisor teams to deliver a branded client service model focusing on digital solutions … more
- Cognizant (Sunnyvale, CA)
- ** CLIENT RELATIONSHIP MANAGER - ISV & Hi-Tech** **Location: Sunnyvale, CA (Onsite / Hybrid)** **Level: Associate Director** **About the Role** We are seeking ... a seasoned ** Client Relationship Manager ** to join our **Commercial...management activities to ensure timely and successful delivery of solutions . + Coordinate with cross-functional teams to align project… more
- JPMorgan Chase (San Francisco, CA)
- …investors. A role as a Relationship Manager is for you. As an MFL Client Manager , Executive Director in Commercial Real Estate, you will be responsible for ... This role is ideal for an experienced multi-family relationship manager who is assertive, possesses a strong initiative, has...funding of a loan + Lead the sales team ( Client Associate and Client Specialist)… more