- Umpqua Bank (Rocklin, CA)
- …for better. **About the Role:** Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and ... to achieve their banking needs. + Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover… more
- Metro One Loss Prevention Services Group (Oakland, CA)
- …made by clients to ensure that recommended staff meet company and client standards prior to assignment.. Maintain attendance standards by taking corrective measures ... interviewing new hires when necessary, scheduling new hires appropriate to client standards, and providing schedules immediately upon officers' completion of… more
- SMBC (Los Angeles, CA)
- …new business opportunities and collaborating with internal partners to enhance client relationships. Acting as a "trusted advisor," the Relationship Manager engages ... in executive-level client contacts to assess comprehensive banking needs and deliver...trusted advisor to clients, functions as the Middle Market client "expert" and the go-to-person providing differentiating consult, ideas,… more
- Robert Half Finance & Accounting (Orinda, CA)
- …team. With a strong reputation for fiduciary excellence and a client -centric approach, this firm offers a supportive environment where professionals can ... Planning Associate will support advisors in delivering high-quality financial plans and client service. This is an ideal opportunity for someone pursuing or planning… more
- MUFG (Los Angeles, CA)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...prospective customers. + Collaborate with members of Portfolio Management, Client Services, Product Offices, and RMs of Japanese Primary… more
- ABM Industries (Los Angeles, CA)
- …support, direction and coaching to site managers, engage in regular client interaction, develop internal and external relationships, deliver financial goals, manage, ... at each site (contract, scope of work, building type, client nuances, local market conditions) + Be responsible for...the region + Build long-term sustainable partnerships with the client at each location + Consistently travel to and… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …investment team managing tens of billions in assets for a sophisticated client base. This is a high-visibility, project-driven role where your writing, analytical, ... and problem-solving skills will have a direct impact on client relationships and business growth. What You'll Do +...What You'll Do + Craft winning RFP/RFI responses and client questionnaires with precision and insight. + Partner with… more
- Citigroup (San Jose, CA)
- …with the execution of branch activities, including day-to-day delivery of client -facing services and processing transactions, in coordination with the Customer ... referral opportunities for new products and services based on client 's financial goals + Educate clients on digital and...regulatory procedures to ensure the safety and security of client and bank assets + Ensure all client… more
- Moss Adams LLP (El Segundo, CA)
- …booking journal entries, preparing reports, overseeing payroll, and managing a client 's data to ensure completeness and accuracy. Additionally, Family Office Staff ... also proactively monitoring a client 's financial situation to manage cash, support capital calls,...entries independently using discretion and independent judgment + Prepare client financial reports and analysis, including supporting work papers… more
- IBM (San Francisco, CA)
- …closely with customers, product managers, and development teams to understand client business requirements and implement solutions that address complex business ... You will design and articulate AI architectures compatible with a client 's technology stack via use-case identification, solution architecture design, and MVP… more
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