- ADP (Woodland Hills, CA)
- …life-long friendships here. + **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and overall ... the phone. + **Strategic Closer** . You have an established network and experience carrying a quota in outside business-to-business sales. You have an impressive… more
- Oracle (Sacramento, CA)
- …and system integrators, enabling co-selling and co-marketing. . Serve as a trusted advisor to field teams, providing real-time insights on market trends and customer ... and business leaders (CFOs, studio heads). . Collaborative leadership: Experience aligning cross-functional teams (Product, Sales, Engineering, Partners) toward a… more
- Bank of America (Los Angeles, CA)
- …service model + Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy + ... sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager to...Manager to develop, implement, and monitor the team's client service model. **Role Responsibilities** + Identify and own… more
- Bank of America (Truckee, CA)
- …one year of sales experience , has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor ... Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Arcadia, CA)
- …technologies * Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy * ... this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM,...Oral Communications * Problem Solving * Account Management * Client Experience Branding * Client … more
- Bank of America (San Jose, CA)
- …one firm approved designation + Understanding of how to deliver a strong overall client experience + Thorough knowledge and understanding of the suite of Wealth ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- BMO Financial Group (Los Angeles, CA)
- …for all assigned clients under the direction of wealth advisor / relationship manager to maximize client lifetime value. + Acts as the key service contact ... relationships in the assigned portfolio to ensure an exceptional client experience . Introduces services to clients to...advisors of clients on behalf of the private wealth advisor / relationship manager . + Understands and… more
- NTT America, Inc. (Sacramento, CA)
- …basis + Mitigate future risks by addressing them early on + Utilize the trusted advisor position to influence the client + Assessment of escalation situation + ... skillset to the project. This position works closely with the project manager , engagement director and consultants to design and evaluate feasibility of proposed… more
- Deloitte (San Jose, CA)
- …serve + Limited immigration sponsorship may be available Preferred: + Prior consulting experience in client -facing delivery roles + Experience in creating ... pursuits as a pursuit team member or subject matter advisor . Participate in the oral presentation of the proposal...experience with the sales cycle by helping frame client opportunities. Participated in the pursuit team by creating… more
- BlackRock (San Francisco, CA)
- …strategy to maximize engagement and influence + Embrace the firm's commitment to the client experience and exceed client contact expectations **Skills and ... record of managing an assigned territory to help identify, develop, and own client relationships. As the world's largest asset manager , BlackRock has product… more