- 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
- IBM (Irvine, CA)
- …vary based on business needs and priorities. **Preferred technical and professional experience ** Hiring manager and Recruiter should collaborate to create the ... seeking a talented IBM Associate Partner - SAP User Experience Architect to join our dynamic team. The ideal...solutions that drive adoption and improve user satisfaction. * Client Engagement: Serve as a UX subject matter expert… more
- Palo Alto Networks (Santa Clara, CA)
- …consulting experience and 3+ years of Director (or and equivalent Senior Manager ) experience leading consulting delivery teams is highly preferred + ... cloud security domain. This senior-level consultant will serve as a trusted advisor and key contributor to helping our customers strengthen cybersecurity resilience… more
- BlackRock (San Francisco, CA)
- …and firm-specific nuances + Embrace technology to deliver an exceptional client experience **Skills and Qualifications:** + Bachelor's degree required ... Managed Accounts in partnership with generalist relationship managers across all advisor segments (Wirehouse, Independent and RIA). SMA Specialists serve as a… more