- 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …office headquartered in San Francisco is seeking a highly motivated and Sr. Client Service Associate to join its team. This firm specializes in serving ... organization fosters a collaborative and innovative culture, emphasizing long-term client relationships, professional excellence, and continuous learning. Technology plays… more
- AON (Los Angeles, CA)
- …to deliver innovative and tailored solutions for our retail global clients. Aon's Global Client Network (AGCN) is comprised of dedicated teams of risk advisor 's ... part of the account team. + Identify and analyze client exposures and determine which markets to utilize, ensuring...Network (AGCN) is comprised of dedicated teams of risk advisor 's throughout the world. The AGCN provides counsel and… more
- Bank of America (Los Angeles, CA)
- …through the execution of the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital ... Private Wealth Client Relationship Manager Los Angeles, California **To proceed...Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel +… more
- VaynerMedia (CA)
- …recommendations to drive business success for clients. This role will act as a trusted advisor to the client and internal teams on all analytics needs. The ... that fuel growth across multiple accounts. + Serve as a trusted advisor to clients by developing analytics frameworks, measurement plans, and success metrics… more
- CGI Technologies and Solutions, Inc. (San Francisco, CA)
- …* Client Relationship Management: Build and maintain relationships with C-level client executives, aiming to become their trusted advisor and ensuring ... on business development and delivery of consulting services, managing a sub-P&L, client relationships, and team members to ensure profitable growth. The ideal… more
- Bank of America (Newport Beach, CA)
- …banking services. In addition to being the primary bank advocate and key financial advisor for the client , the SCM is accountable for prospecting new business ... for managing a portfolio of clients and leads a client service team that is responsible for coordinating the...CEO and CFO at an advisory level regarding the client 's industry and alternative capital structures. The SRM will… more
- ADP (La Palma, CA)
- …ADP is a GREAT place to work and speak about our Associate Account Manager - Client Services roles** ADP is hiring an **Associate Account Manager** . **This is not a ... will vary, as will the solutions you provide each client . There will be no shortage of new questions...own a book of business and become a trusted advisor and advocate to our clients? In this role,… more
- Ensono (Los Angeles, CA)
- …and enhanced customer experience. + **Relationship Management:** + Establish trusted advisor relationships with client stakeholders, from IT to business ... at Ensono, you will be responsible for driving new client acquisitions and collaborating with account executives to expand...of their data and accelerate digital transformation. + **New Client Acquisition:** + Identify, qualify, and close new data… more
- Cognizant (San Francisco, CA)
- …data, analytics, Sales and Marketing operations and IT and become the trusted advisor to senior client executives. + Development of account strategy and ... plans across different divisions and buying centers of the client . + Grow our business across Life Sciences clients...clients across Quality Engineering and assurance services + Meet client revenue targets, gross margins and client … more