- Bank of America (San Francisco, CA)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth...meetings and national events + Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth… more
- WTW (Los Angeles, CA)
- …an exceptional client experience at the outset of a new prospect or client relationship through a dedicated client onboarding team. This role will help ensure that ... the Client an efficient and streamlined onboarding process while building a relationship with WTW that utilizes the right processes, tools, and technology.… more
- City National Bank (Studio City, CA)
- …Senior Manager is responsible for all aspects of maintaining the client relationship after the sale. This will include consultation, planning, onboarding and ... loyalty. The key activities of this position are: examination of client business processes, making recommendations to align those processes to our SaaS offerings,… more
- ThermoFisher Scientific (Thousand Oaks, CA)
- …division of Thermo Fisher Scientific. You will use your service management and relationship building experience to become a key member of the Unity Lab Services ... skilled communicator and effectively develop and maintain positive working relationship with vendors. Responsibilities: Conduct account/site operations in accordance… more
- City National Bank (Beverly Hills, CA)
- …of existing treasury management customer relationships. The incumbent will support business development activities of CNB line units and develop sales strategies ... businesses and organizations to make efficient use of cash. Coordinate sales efforts with relationship officers and team members in order to acquire new business … more
- KBF (CA)
- …and interests. **KBF is currently seeking a Channel Partner to join our Business Development team.** The Channel Partner will identify, develop, and manage strategic ... onboarding, enablement, joint go-to-market activities, pipeline management, and ongoing relationship success. **Responsibilities** + Build and execute a channel… more
- City National Bank (Los Angeles, CA)
- …on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing ... in the origination of new credits. *Primary responsibilities include: * * *Serve business clients, typically sole proprietors and closely held business entities,… more
- Stanford University (Stanford, CA)
- …academic excellence across the broadest array of disciplines including business , education, engineering, humanities and sciences, law, medicine, and sustainability. ... Operations and Capital Projects; and a team of R&DE strategic business partners-Finance & Administration, Information Technology, Human Resources, and Strategic… more
- AireSpring (Sacramento, CA)
- …equipment replacement). Job Description The requirement is to generate new business opportunities through trusted advisors and partnerships to become a consistent ... support joint sales initiatives, and provide ongoing partner support. * Relationship Building: Foster trust and strong relationships with partners, serving as… more
- SCI Shared Resources, LLC (Glendale, CA)
- …insurance options (trust), services, as well as use of Customer Relationship Management (CRM) sales software and proprietary contracting software. Responsibilities ... prospective client contact information and detailed notes in the Customer Relationship Management (CRM) sales system. + Take initiative to contact prospective… more
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