- Deloitte (San Jose, CA)
- …tax consultants and interns on assigned engagements. + Assisting with preparation of client billings and account reconciliations. + Assisting with drafting new ... tax planning, consulting, and compliance services to a diverse client base in various industry sectors. You will continue...experience The wage range for this role takes into account the wide range of factors that are considered… more
- Forrester (San Francisco, CA)
- …Build and maintain client engagement plans that enable the ongoing delivery of client value. + Work with account executives and customer success teams to ... of research and guidance. + Directly impact Forrester's business goals, including client satisfaction and retention, account enrichment and new bookings (within… more
- Bank of America (Santa Barbara, CA)
- …as opening accounts, account maintenance, and Digital Assisted Shopping + Manages client interactions by taking the best course of action for the bank and its ... and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions… more
- Cengage Group (Los Angeles, CA)
- …polished reporting to clients and internal teams. + Ensure accuracy and clarity in all client -facing data. + Support account and client success teams with ... performance, track progress, and make informed decisions. You'll collaborate with account managers to deliver clear, accurate reports and dashboards. You'll also… more
- Hyundai Autoever America (Costa Mesa, CA)
- …negotiation strategy based on SME input. + Assist the Business Operations team in client engagement and account management services, such as the upkeep and ... in collaboration with Hyundai/ Kia HQ, affiliate companies and client business units in the NA region. Depending on...connected car and mobility service arena . Support the client business unit leaders by providing data-based strategic direction… more
- Bank of America (Milpitas, CA)
- …of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and… more
- Bank of America (Newport Beach, CA)
- …other business partners + Excellent MS Office (Word/Excel/PowerPoint/Outlook) experience **Skills:** + Account Management + Client Management + Customer and ... include supporting all activities from sale through implementation and coordinating the Client Management Process (CMP) by focusing on client acquisition and… more
- Bank of America (San Diego County, CA)
- …High School Diploma / GED / Secondary School or equivalent Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Monterey, CA)
- …(CRPC) is a plus. + Obtained insurance licenses is preferred. **Skills:** + Account Management + Client Investments Management + Client Management + ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Chico, CA)
- …and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client ... to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a sustainable book… more