- Banc of California (Santa Ana, CA)
- …to support PCI clients, troubleshoots and resolves a wide range of complex client inquiries regarding account activity. + Researches and resolves client ... + First point of contact for branch escalation, research, and account opening questions. Client services agents may also provide communication for wires and… more
- HUB International (Oxnard, CA)
- …with certificates of insurance, policy changes, gathering renewal information preparing client presentations, general account assistance and other special ... **OB SUMMARY:** The Assistant Account Manager provides a high level of support...to the following: certificates of insurance, policy changes and client payments. + Participates in the renewal preparation process,… more
- HUB International (Sacramento, CA)
- …with certificates of insurance, policy changes, gathering renewal information preparing client presentations, general account assistance and other special ... for their excellence throughout the insurance community. **JOB SUMMARY:** The Assistant Account Manager provides a high level of support in obtaining, maintaining,… more
- JPMorgan Chase (San Francisco, CA)
- …in our clients' lives and the wider community. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients by ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll...interacting with clients to collect account -specific information, obtain account documents and financials,… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …of Broadridge clients. In addition, we are the 24/7/365 support for Broadridges Client Relations teams ( Account Management) across the country. When issues ... the situation, review escalation procedures, and communicate directly to Account Management and/or the client . We are made up of high performing teams that… more
- Highmark Health (Sacramento, CA)
- …must be obtained within 45 days of hire + 7 years of Account / Client Management experience or other relevant experience **Substitutions** None **Preferred** None ... RESPONSIBILITIES** + Review new products, services, capabilities, and technologies with the client in order to sell assigned product lines, renewals and add-on sales… more
- Kellermeyer Bergensons Services (San Diego, CA)
- …Position Summary The Strategic Account Analyst works on the Strategic Account Management client teams to achieve high quality service levels, especially ... Indicator (KPI) reports for clients to assist with meeting client needs. + Assist the Strategic Account ...meeting client needs. + Assist the Strategic Account Manager monitoring the SAM client dashboard,… more
- Lionbridge Technologies (CA)
- …Growth + Serve as the senior point of contact for a key global client , building and executing account plans that balance retention, expansion, and ... Location: Work From Home , California Position Title: Global Account Director Req: 57183 **Global Account Director**...lead one of our most exciting and dynamic global client relationships. In this hybrid role, you'll serve as… more
- Nuvolum (Tiburon, CA)
- … Strategy & Growth to drive strategic leadership and growth across our account management team. This individual will oversee client relationships, develop ... strategies to retain and grow accounts, and lead a team of account managers to exceed client expectations. As a seasoned professional with a strong background in… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …client relationships through attentive and thoughtful service. + Handle client service requests, including account openings, transfers, deposits, withdrawals, ... Description A dynamic and values-driven financial services firm is seeking a Client Services Associate to join its team. This role is ideal for a service-oriented… more
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