- BMO Financial Group (Newport Beach, CA)
- …and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client ... sales calls , presenting products, sharing industry updates, and maintaining proactive client communication. + Handles the Client Management Process (CMP) by… more
- BMO Financial Group (Sacramento, CA)
- …relationship team to apply a consultative sales process and continually enhance the client experience . + Introduces clients to investment strategies and works ... relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides...requirements. + Identifies and recommends ways to enhance the client experience . + Focus is primarily on… more
- H&R Block (Colma, CA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience , and sustainable growth. It is designed to elevate how ... tax office associates accountable to Service Standards execution and client service experience , with escalation to the...escalation to the Multi-Unit Team Leader and District General Manager as necessary + Serve as point of contact… more
- Bank of America (Walnut Creek, CA)
- Merrill Market Client Relationship Manager Walnut Creek, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Walnut-Creek/Merrill-Market- Client -Relationship- Manager \_25023276) **Job Description:** Merrill Wealth Management is… more
- Bank of America (Newport Beach, CA)
- Merrill Market Client Relationship Manager Newport Beach, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/Merrill-Market- Client -Relationship- Manager \_25036772) **Job Description:** Merrill Wealth Management is… more
- Public Consulting Group (San Diego, CA)
- …lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in three Canadian provinces and Europe. PCG offers ... PCG is seeking a highly motivated and dependable Case Manager with an interest in public service to join...with work activities. + Follows procedural requirement by updating client case files in systems. + Maintains up-to-date knowledge… more
- Bank of America (San Francisco, CA)
- …interpersonal style. Strength and commitment around the Optimal Practice Model and the Client Experience Standard are critical. The candidate would be actively ... Private Wealth Client Relationship Manager San Francisco, California...advocacy, transition management, and problem resolution to improve the client experience . Responsible for client … more
- NTT America, Inc. (Sacramento, CA)
- …sales-orientated solutions and services. + Advanced experience gained in a similar client manager role. + Advanced experience working with Salesforce.com ... that positions the sales team member as an expert client advisor . Success will require the ability...platform. **Your day at NTT DATA** As a Senior Client Manager at NTT DATA, you will… more
- Pegasystems (San Francisco, CA)
- Client Success Manager - State & Local...business experience + 5+ years relevant work experience , 2+ years in a client success or ... empower them to become more efficient, smarter, and most importantly, customer-centric. Our Client Success team is an integral part of our rapid growth trajectory,… more
- Cognizant (Sunnyvale, CA)
- … client feedback and implement changes to improve service delivery and client experience . + Support delivery management processes to ensure efficient and ... ** CLIENT RELATIONSHIP MANAGER - ISV &...client satisfaction. You will serve as a trusted advisor to our clients, proactively identifying opportunities, resolving challenges,… more