- Citigroup (Palo Alto, CA)
- …+ Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals ... to new clients/prospects, and coordinate client events + Client /prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain… more
- Bank of America (Beverly Hills, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing problems where extensive… more
- CBRE (Sacramento, CA)
- …and technical requirements into simple, value-driven technical solutions in critical, client -facing presentations. This person must be a good collaborator and able ... and differentiation both in written format and in oral, client -facing meetings. Selling the value of the CBRE Technology...of the CBRE Technology Platform and problem solving in client -facing engagements occurs over the entire life a contract… more
- Blue Matter (San Francisco, CA)
- …expert, playing a key role in identifying analytical solutions to complex client needs. Primary Responsibilities As a key member of cross-functional client ... and reports using Power BI, Tableau, or Sigma for client -ready insights. + Investigate MDM processes to resolve issues...+ Investigate MDM processes to resolve issues and meet client needs, automate operational process using Gen AI +… more
- Citigroup (Los Angeles, CA)
- …the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a… more
- BMO Financial Group (San Francisco, CA)
- …management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an ... understanding of and care for the client through proactive delivery of holistic advice and solutions...of holistic advice and solutions designed to meet the client 's specific financial planning needs. Coordinates and integrated team… more
- Cardinal Health (Sacramento, CA)
- …positions of greater responsibility in the future. + Maintain working knowledge of client -facing and industry trends as well as providing updates to program and team ... performance, patient support, and implementation of all applicable Sonexus offerings. + Own client relationship and act as the escalation point / liaison for all… more
- Guidehouse (Los Angeles, CA)
- …of Guidehouse's unique assets in Commercial Financial Services to drive unmatched value to client and firm + Lead, develop and grow both existing and new client ... marketing, and selling high-impact solutions while employing highly effective client relationship management + Thought leadership/knowledge capital development +… more
- IQVIA (San Francisco, CA)
- …for the benefit of patients. We are a team of strategic thinkers, ensuring our client is at the centre of what we do, bringing together the required expertise from ... interested in all team players who have a relentless client -first mindset and problem-solving skillset. **Why Join?** + Become...in a flexible hybrid model that combines in-office and at- client days, as well as permitting working from home.… more
- IQVIA (San Francisco, CA)
- …The Principal has responsibility for ensuring delivery of high levels of client satisfaction. **Key Responsibilities** + Meets or exceeds assigned revenue targets by ... developing and delivering insightful, value-added proposals that address complex client issues. + Develops and/or elevates new business opportunities through the… more