- BMO Financial Group (San Francisco, CA)
- Provides advisory -based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... client experience. Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet the … more
- WTW (Los Angeles, CA)
- …We offer a range of services across different delivery models, spanning advisory services, outsourced chief investment officer (OCIO), Total Funds Solutions (TFS), ... Specialist Portfolio Solutions (SPS) and analytics & tools to...Head of Growth and Growth team to grow our client base, selling new business, connecting our intellectual capital… more
- Bank of America (Lafayette, CA)
- …In lieu of this requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending ... MS applications and previous experience utilizing laptop technology. **Skills:** + Client Management + Client Solutions Advisory + Customer and Client … more
- Bank of America (Van Nuys, CA)
- …* Problem Solving * Account Management * Client Experience Branding * Client Management * Client Solutions Advisory * Relationship Building * ... and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or… more
- Bank of America (El Dorado Hills, CA)
- …+ Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + ... and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or… more
- Bank of America (Santa Rosa, CA)
- …center associates regarding delivery of an exceptional client experience **Skills:** + Client Management + Client Solutions Advisory + Customer and ... for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include… more
- Deloitte (San Diego, CA)
- …you'll do Deloitte Cyber has an opening for a Cloud Security Architect (Manager/ Specialist Master). The cloud security architect plays an integral role in defining ... and assessing the client organization's cloud security strategy, architecture and practices. This...clients. + Provide internal Azure security technical training to Advisory personnel as needed. + Acting as a subject… more
- Deloitte (San Jose, CA)
- …expertise in cyber strategy, technology risk, and solution management to guide client teams in defining and executing their Cyber Tech Risk programs-shaping ... cyber risk solutions, ensuring alignment with best practices and evolving client needs. + Lead the assessment, configuration, and deployment of ServiceNow… more
- Deloitte (Los Angeles, CA)
- As a practitioner within Deloitte's Global Trade Advisory Practice, you'll have the opportunity to help clients get the most from their SAP investments-and help ... GTS, Edition for HANA The team Our Global Trade Advisory practice is a national practice within Deloitte Tax...Certified Architect (Open CA) + Open Group Certified IT Specialist (Open CITS) + IASA's Certified IT Architect (CITA)… more
- Deloitte (Costa Mesa, CA)
- As a practitioner within Deloitte's Global Trade Advisory Practice, you'll have the opportunity to help clients get the most from their SAP investments-and help ... GTS, Edition for HANA The team Our Global Trade Advisory practice is a national practice within Deloitte Tax...Certified Architect (Open CA) + Open Group Certified IT Specialist (Open CITS) + IASA's Certified IT Architect (CITA)… more