- Wolters Kluwer (Sacramento, CA)
- …are preferred; other candidates will be considered) **OVERVIEW** As an Account & Relationship Management Executive, you will manage a portfolio of national ... and negotiating product/service terms. You will leverage your deep understanding of business and account needs to create demand for the organization's products and… more
- JPMorgan Chase (San Francisco, CA)
- Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the ... firm grow its business in a responsible way by anticipating new and...our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the… more
- Fifth Third Bank, NA (El Segundo, CA)
- …treasury management , and capital markets + Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and ... and Wealth Management etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect. + Responsible for planning and conducting… more
- Wolters Kluwer (Sacramento, CA)
- …customer support team + Handle add-on sales for clients + Use the customer relationship management (CRM) system Salesforce to process, track, and organize client ... **OVERVIEW** You will be part of the Health Learning, Research & Practice (HLRP) Business Unit within Wolters Kluwer Health is a challenging and fulfilling role. To… more
- City National Bank (Ontario, CA)
- …products and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions; may assist ... to be further developed or eliminated. Prepares reports for management . * Monitors portfolio for quality, risk and adherence...specialist acting as a technical consultant to clients and Relationship Managers in various business segments and… more
- CIBC (San Francisco, CA)
- …actively building the client base through networking, community involvement, and exceptional relationship management . **_At CIBC we enable the work environment ... leveraging expertise in investment and wealth advisory services to provide best-in-class relationship management . + Engage in client events: Actively participate… more
- US Bank (Los Angeles, CA)
- …written communication skills - Well-developed customer service/relations skills - Demonstrated new business development and relationship management skills - ... **Job Description** Assists Mortgage Regional Manager in the leadership and management of Mortgage Loan Originators to achieve production goals, operational… more
- City National Bank (Beverly Hills, CA)
- …products and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions; may assist ... to be further developed or eliminated. Prepares reports for management . * Monitors portfolio for quality, risk and adherence...specialist acting as a technical consultant to clients and Relationship Managers in various business segments and… more
- Two95 International Inc. (San Francisco, CA)
- …related field plus seven years of progressively responsible, post-baccalaureate experience as Business Analyst, Client Relationship or Management Associate + ... coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections + Leverages Firm's capital markets,… more
- American Arbitration Association (San Francisco, CA)
- …ADR Services to join our team. This is a pivotal role that combines business development, client relationship management , and case administration-all within ... a highly respected national organization. Key Responsibilities * Drive Business Growth: Identify and cultivate new business opportunities. Develop strategic… more