- Bank of America (Rohnert Park, CA)
- …for the financial center when teammates are absent. **Responsibilities:** + Manages client traffic, engaging and appropriately routing clients, and fosters client ... management routines and coaching + Creates a world class client experience environment + Manages market-level initiatives prescribed by...on results, acting in the best interest of the client + Collaborates effectively to get things done, building… more
- AECOM (Oakland, CA)
- …Lead multi-disciplinary teams to the successful completion of the project, focusing on client communication and delivery. + Lead the pursuit of major dam and ... and pursue opportunities within the business line and adjacent sectors. + Lead client -facing activities to develop business with existing clients and win work with… more
- Moss Adams LLP (San Diego, CA)
- …Results Focus. **Responsibilities** : + Manage external audit engagements including client expectations, budgets and financial reporting + Deliver detailed analysis ... of supervising and training experience + Proven experience in managing multiple client engagements simultaneously + Strong motivation to meet client deadlines… more
- Robert Half Office Team (San Diego, CA)
- …of responsibilities, including executive support, family office services, investment operations, and client service. This role serves as a key liaison between the ... to the CEO's Advisory Associate. Key Responsibilities Family Office & Client Administration + Manage household payments (utilities, insurance, etc.) and monitor… more
- Charles Schwab (Irvine, CA)
- …of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. ... Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr.… more
- ADP (San Dimas, CA)
- …standards established for this level. Respond to Agency, Payroll Center and Client inquiries in a professional and timely manner. Monitor established turnaround ... Ready to #MakeYourMark? **Apply now!** **To learn more about Client Services at ADP, watch here:** https://adp.careers/ Client \_Services\_Videos **What… more
- Allied Universal (Sacramento, CA)
- …perks, and more. $117,312.00 / year We are seeking a dynamic and client -focused Account Director to lead operations at a high-profile retail plaza in downtown ... role requires strong expertise in retail property management, tenant relations, and client services, with a focus on delivering an exceptional shopper and tenant… more
- Deloitte (Costa Mesa, CA)
- …IT is a successful enabler for a pending M&A transaction. They will deliver complex client engagements that help refine the client 's IT strategy with a focus on ... variety of solutions, selecting the most relevant tools/techniques to meet specific client requirements such as business case, pricing, or complex financial and… more
- Citigroup (Los Angeles, CA)
- …traditional commercial banking products. Responsibilities: + Ability to earn new client relationships through prospecting efforts, including earning credit and other ... cross-sell opportunities to deepen and increase share of wallet; + Maximizes client experience by proactively sharing market updates, trends and intelligence +… more
- American Express Global Business Travel (Sacramento, CA)
- …have knowledge in technology tools and a keen ability to deliver client specific solutions. Responsible for delivering integrated, customized travel management to ... key internal stakeholders, partners, along with building and developing senior-level client contacts. What You'll Do: + Aggressive prospecting and documentation +… more