- Bank of America (El Cerrito, 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
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate - Multi-Family Office A prestigious multi-family office headquartered in San Francisco is seeking a highly motivated and ... experienced Senior Client Service Associate to join its team. This firm...Commitment to diversity, equity, and inclusion. + SEC-registered investment advisor . Excited about this opportunity? Apply today and send… more
- Bank of America (Irvine, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing problems where extensive… more
- IBM (San Francisco, CA)
- …pipeline management and demand generation ~3x of signing targets. * Be a trusted advisor to our clients, LCP to drive AWS migration projects to deliver clients ... within budget and timeline with defined outcomes to drive client success * Manage contracts, pricing and resources for...generation ~3x of signing targets. * Be a trusted advisor to our clients, LAP to drive AWS migration… more
- The Cigna Group (Walnut Creek, CA)
- As a Strategic Account Executive, you are the face of Cigna to the client . Your focus is on spending time with clients in person to cultivate the relationship, ... addressing client issues, selling annual renewal rate increases in addition...to expand the relationship. You will be the trusted advisor and go-to partner for your clients, helping them… more
- Cognizant (San Francisco, CA)
- …a trusted Salesforce and Retail/CPG Technical Solution SME:** Act as a trusted advisor by leveraging Salesforce insights to anticipate client needs, align with ... part of Delivery team and serve as a strategic advisor and subject matter expert (SME) within the Retail...in technical and management capacity. Focused on growing our client base, this role supports the entire customer lifecycle… more
- LiveRamp (San Francisco, CA)
- …ad tech solutions. In this role, you'll act as a trusted technical advisor , owning key accounts from onboarding through expansion. You'll help customers activate ... best practices that level up our broader team. **Responsibilities:** **Technical Client Solutions Management** + Lead the end-to-end onboarding and technical… more
- Bank of America (Beverly Hills, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing problems where extensive… more
- Thrivent Financial (Lakewood, CA)
- …help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community ... clients and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire,… more
- Kyndryl (Sacramento, CA)
- …IT Applications - Systems Engineer (EPIC) - (10) is a senior-level, client -facing role dedicated to driving the adoption, integration, and optimization of enterprise ... This position combines deep technical expertise with consultative skills to assess client needs; design tailored solutions and deliver strategic value across diverse… more