- CBRE (Sacramento, CA)
- …Units within this region. Additionally, the Head of Projects supports and manages all client relationships, acting as a trusted advisor and to grow the business ... clients within our existing MA portfolio and new clients outside our existing client base. The Head of Projects will ensure alignment between the account… more
- Edward Jones (Granite Bay, CA)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the ... them coming a mile away. You and your financial advisor are essential in working together to help your...clients. Our BOAs are a valued part of the client support team, and we credit much of our… more
- DoorDash (Los Angeles, CA)
- …full sales cycle. + Build relationships with your partners and always advocate for client success. Act as a trusted advisor who ensures long-term partnership ... restaurant acquisition while building strong relationships with partners and advocating for client success. + Master the value proposition of our In-Store platform.… more
- Bank of America (Newport Beach, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing... (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key… more
- JPMorgan Chase (San Francisco, CA)
- …within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with Financial Advisors, acting as ... and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding them and… more
- CAI (Whittier, CA)
- …to improve efficiency and effectiveness across projects + Cultivate and maintain strong client relationships, serving as a trusted advisor and point of contact ... seeking a highly skilled and experienced Program/Portfolio Manager to work with our client in the Public Sector. **Job Description** We are seeking a highly skilled… more
- Bank of America (San Francisco, CA)
- …the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any ... 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 (San Jose, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... **Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key… more
- IBM (San Francisco, CA)
- …delivering Azure cloud solutions. The ideal individual should be able to understand client challenges, offer strategic guidance, and act as a trusted advisor . ... demand generation ~3x of signing targets. Be a trusted advisor to our clients, LAP to drive Azure or...within budget and timeline with defined outcomes to drive client success. Manage contracts, pricing and resources for the… more
- Bank of America (Beverly Hills, CA)
- …and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or ... transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting… more