- Zscaler (CA)
- …to meet customer needs and contribute to account planning + Be a trusted advisor , understanding client businesses and aligning Zscaler solutions with their goals ... **What We're Looking for (Minimum Qualifications)** + 2+ years of full-cycle sales experience within software or security industry + Bachelor's degree or equivalent experience + Progressive selling experience engaging with accounts **What Will Make You Stand… more
- FleishmanHillard (San Francisco, CA)
- …national, regional and local - and about serving as a true strategic partner and advisor to the client . At FleishmanHillard you define it. We help you make ... on plans to deliver those results, working closely with client teams. + This person comfortable meeting with developing...deliver upon KPIs. + This person is a trusted advisor and team member - trusted with counsel and… more
- Bank of America (San Diego, CA)
- …The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on ... leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service...support Financial Advisor teams and deliver outstanding client service + Coaching teams to deliver a modern,… more
- Bank of America (Walnut Creek, CA)
- …strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on ... develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial… more
- WTW (San Francisco, CA)
- …issues to Senior Consultants and Relationship Managers + Develop a trusted advisor relationship with client contacts through effective communication, efficient ... of multi-country issues based on context knowledge of trends and innovative multi- client solutions. As an HR Mergers & Acquisition Associate Director, you will… more
- Motion Recruitment Partners (Sacramento, CA)
- …The Mission Manager serves as the primary point of contact and trusted advisor for assigned client programs. This role blends program management, account ... sales to ensure operational delivery aligns with contractual obligations and client expectations. The Mission Manager is responsible for maintaining strong … more
- Deloitte (Sacramento, CA)
- …and mitigating risk during engagement execution, and serving as a trusted risk advisor to senior client service executives. Recruiting for this role ends ... finance, and delivery - to act as a strategic advisor to help manage deal flow and to optimize...manage contractual matters and risks and be the trusted advisor to leaders on multiple accounts. + Provide mentoring… more
- JPMorgan Chase (Palo Alto, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high ... firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality...of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Opportunity: Senior Client Service Associate - Multi-Family Office A prestigious, forward-thinking multi-family office based in San Francisco is ... seeking a Senior Client Service Associate to join its growing team. This...a select group of clients, acting as a trusted advisor and strategic partner. You'll lead service delivery, mentor… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Position Overview The Senior Client Service Associate will serve as a trusted advisor and primary point of contact for a select group of clients. This role ... Description Job Posting: Senior Client Service Associate- Multi-Family Office A prestigious and...MS Dynamics or Salesforce preferred. + Experience with Schwab Advisor Center is a plus. Excited about this role?… more