- 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 (La Palma, 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
- 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
- Robert Half Finance & Accounting (Palo Alto, CA)
- …Francisco is seeking a Client Associate to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and ... Looking For: + Bachelor's degree and 6-8+ years of experience in a client -facing role, ideally in...with CRM systems (MS Dynamics or Salesforce) and Schwab Advisor Center is a plus Benefits & Perks: +… more
- Bank of America (San Francisco, CA)
- …responsibilities + Detail oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to fulfill client ... client materials and follows up on all client and Financial Advisor (FA) requests +...with sensitive information + Microsoft Word, Excel and PowerPoint experience with Salesforce a plus + Professional verbal and… more
- Bank of America (San Francisco, CA)
- …responsibilities + Detail oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to fulfill client ... client materials and follows up on all client and Financial Advisor (FA) requests +...with sensitive information + Microsoft Word, Excel and PowerPoint experience with Salesforce a plus + Preferred Registered **The… 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 (Newport Beach, 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
- 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
- BMO Financial Group (Newport Beach, CA)
- …and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. + ... Market Group. The ideal candidate has 10+ years of experience calling on companies generating $10MM - $50MM in...their existing network of clients and drive direct new client acquisition. In addition, the ideal Regional Manager… more