- JPMorgan Chase (San Francisco, CA)
- …resource to clients * a Wealth Manager that acts as the day-to-day manager of the client 's investment assets * a Financial Planner for certain clients ... The Client Specialist is a sophisticated wealth expert that...needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement… more
- Banfield Pet Hospital (Long Beach, CA)
- …the client and/or pet prior to doctor entering the room. * Ensure the client is scheduled with the primary care provider upon check-out for follow-up / next ... do have any additional questions or concerns regarding Fluffy's care . " * Don't hesitate to take command of...you need to get the doctor or the practice manager for assistance or lead the client … more
- WTW (Los Angeles, CA)
- …+ I would delete this one for GDPs: In collaboration with the lead client relationship manager , actively expands existing client relationships and supports ... having the opportunity to deep dive within their respective business area. ** Client Advocacy Commercial Lines Overview** Colleagues in this role will support… more
- Cayuse Holdings (Sacramento, CA)
- …**_EMPLOYEE TYPE:_** Full-Time Salary Exempt **_TRAVEL:_** Yes **_RELOCATION:_** No Our client account leaders build, lead, sell and deliver large, complex, programs ... building long-term, trusting relationships with our key clients, evaluating client priorities while aligning their interests and Cayuse's capabilities...+ Act as a true and trusted partner. + Care deeply for all our people. + Live our… more
- JPMorgan Chase (Irvine, CA)
- Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help ... support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you… more
- CDM Smith (Concord, CA)
- …Unit:** NAU **Job Description:** CDM Smith has a new opportunity for an experienced Client Service Leader to lead client engagement and business development for ... continue this tradition through both the management of existing client portfolios and the development of strategies to grow...Where it's a priority that the company takes good care of you and your family. Our employees are… more
- BlackRock (San Francisco, CA)
- **About this role** **Aladdin Client Transformations - Front Office** **What we do** BlackRock's business is investing on behalf of our clients, from large ... all kinds have made us the world's largest asset manager , entrusting us with trillions of dollars, and its...growing rapidly, with the volume and complexity of new client deals and strategic partnerships growing each year. We… more
- CDM Smith (Carlsbad, CA)
- …in any of our CDM Smith offices CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and wastewater background to help further ... new opportunities, winning exciting new projects and growing key client accounts. This individual will bring experience identifying and...Where it's a priority that the company takes good care of you and your family. Our employees are… more
- PNC (Ontario, CA)
- …and have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Corporate Banking organization, you will be based ... on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. **Job Description** + Provides sales, service and execution support for… more
- Charles Schwab (Pleasanton, CA)
- …role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager , both of whom you will ... quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to...industry. We offer a competitive benefits package that takes care of the whole you - both today and… more