- SAP (Palo Alto, CA)
- …investment as well as customer resource capacity for innovation. **THE ROLE** As Senior Client Delivery Manager (CDM) we are looking for an accomplished Senior ... on their path to the Intelligent Enterprise. The Senior Client Delivery Manager (CDM) acts as a... (CDM) acts as a trusted technical & Delivery advisor in the safeguarding and optimization of customer investments… more
- ADP (Pleasanton, CA)
- …life-long friendships here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and ... leader, resourceful, thrive under pressure, and bounce back quickly. + **Trusted Advisor ** **.** You build relationships, live integrity, and deliver on promises… more
- Bank of America (San Francisco, CA)
- …culture driven, resilient, results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop ... all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to...Manager to develop, implement, and monitor the team's client service model. This position is subject to SAFE… more
- Bank of America (San Jose, CA)
- …to prioritize appropriately **Desired Qualifications:** * Bachelor's degree or equivalent work experience * Market Supervision Manager experience , or ... of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision...the Market Executive should be directly involved * Monitor advisor and client activity including financial transactions… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Professional Growth & Contribution + Engage in firm-wide initiatives to enhance client experience and operational efficiency + Pursue ongoing professional ... firm in the North Bay is seeking a Wealth Manager to join its collaborative and client -focused...that aligns with this philosophy. Position Overview The Wealth Manager will serve as a trusted advisor … more
- World Wide Technology (San Ramon, CA)
- …Services engagement and within the overall account strategy set by the WWT Account Manager and Client Executive. + Create and develop new Services opportunities ... **Why should you join Global Enterprise Sales?** As a Client Services Executive you will lead WWT Services sales...relationships with our customer leaders, serving as a trusted advisor to identify gaps within the customers technical environment… more
- Bank of America (Walnut Creek, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Wealth Management Client Associate Walnut Creek, California **To proceed with...Identification + Written Communications **Desired Qualifications:** + Administrative Assistant experience _The following laws or regulations restrict or prohibit… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Growth & Firm Contribution + Contribute to firm-wide initiatives aimed at enhancing client experience and operational efficiency + Stay current with industry ... firm in the North Bay is seeking a Wealth Manager to join its collaborative, client -centric team....that reflects this philosophy. Position Overview As a Wealth Manager , you'll serve as a trusted advisor … more
- JPMorgan Chase (San Francisco, CA)
- …allow us to customize solutions tailored to clients' specific needs. As a Relationship Manager within JPMorgan Advisors, you will be a vital member of the Financial ... Advisor 's team. Your role will involve close collaboration with...Act as the primary point of contact for assigned client relationships, deepen client relationships through getting… more
- Deloitte (Los Angeles, CA)
- …-Level Responsibilities + Deliver service excellence by identifying and addressing complex client business issues, serving as a trusted advisor to senior ... Global Business Services (GBS) team serves as a trusted advisor and thought partner to CFOs, CAOs and other...We are seeking a highly skilled and experienced Senior Manager to join our Global Business Services (GBS) team.… more