- Compass Group, North America (Los Angeles, CA)
- …maintaining the account in accordance with the approved budget while meeting client expectations. You will be expected to maintain excellent relationships with ... employees, guests and the client , as well as other departments within the operation....P&L reports, writing and adhering to annual budgets and cash handling + Analyzes and creates trends for financial… more
- Columbia Bank (Roseville, CA)
- …banking policies, procedures, practices, and documentation. + Advanced knowledge of cash management solutions and deposit solutions, including product, policies, ... targeted lists. You will ensure ongoing contact with new clients to enhance client 's initial experience with Columbia Bank. + Develop revenue-generating client … more
- H&R Block (Cupertino, CA)
- …and information. + Balances and reconciles ledgers, which will become part of the client 's general ledger system. Reconciles cash and bank accounts on an ... process and notifies management of potential concerns and potential solutions. The client is also notified of any issues, concerns and solutions related to the… more
- Columbia Bank (Benicia, CA)
- …day to day operational excellence in the branch, supervising and leading the Client Service Specialists, and by providing Breakthrough Client Service. The ABM ... goals, and coach other team members to deepen customer relationships using Client and Business Financial Review. + Develops and maintains strong, long-term… more
- Columbia Bank (San Jose, CA)
- …and retains Healthcare and Professional Banking client relationships. Wealth management services to these clients include: deposit, cash management ... , credit, investment management , and trust services. + Business development of client relationships. + Engage with bank partners for wealth management and… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …and external advisors (CPAs, attorneys, etc.) to deliver holistic wealth management solutions. + Oversee client meeting preparation, follow-up communications, ... lives. The Planner will be responsible for managing and deepening client relationships, coaching junior team members, and delivering comprehensive financial planning… more
- Western Digital (San Jose, CA)
- …Technology & Commercial Legal Services Team), this individual will serve as a client focused business partner to develop Western Digital's portfolio of patents and ... objectives and provide solution oriented intellectual property advice and support to the client . This full-time position is based in Western Digital's office in San… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …A private, multi-generational family office headquartered in San Francisco is seeking an Associate to join its Client Services Accounting team. This organization ... preparation. + Collaborate with internal teams and external stakeholders to support client reporting, cash flow forecasting, and investment analysis. + Serve… more
- Compass Group, North America (San Francisco, CA)
- …the General Manager in accordance with the approved budget while meeting client expectations. You will conduct safety, sanitation, and maintenance programs while ... maintaining excellent relationships with employees, guests and the client as well as other departments within the operation. You will promote the professional growth… more
- Datavant (Sacramento, CA)
- …team members, focusing on resource scheduling, productivity, quality assurance, employee management , and client relations. **You Will:** **Customer Retention and ... + Include action plans for performance improvement as needed. **Operational Management ** + Ensure that direct reports meet established accuracy and productivity… more