- Robert Half Office Team (Alamo, CA)
- …prepare for client meetings, including compiling reports and gathering relevant data . * Handle administrative tasks such as account opening and closing, cost ... Description Robert Half client is seeking a dedicated and detail-oriented ...client interactions and internal collaboration. * Proficiency in data entry and familiarity with portfolio management systems or… more
- Meta (Menlo Park, CA)
- …internal and external stakeholder, including cross-functional teams including engineering, product, data science 13. Understanding of the client 's business, ... **Summary:** Meta is seeking an ambitious, customer centric and relationship-obsessed Client Partner with a passion for strategic planning, operational rigor, and a… more
- Meta (Los Angeles, CA)
- …internal and external stakeholder, including cross-functional teams including engineering, product, data science 13. Understanding of the client 's business, ... **Summary:** Meta is seeking a customer centric and relationship-focused Client Partner with an appetite for strategic planning, operational rigor, and a track… more
- Bank of America (San Diego, CA)
- Merrill Market Client Relationship Manager San Diego, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Diego/Merrill-Market- Client -Relationship-Manager\_25031102) **Job Description:** Merrill Wealth Management is a leading… more
- AON (CA)
- Aon is looking for a Private Client Account Executive. As part of an industry-leading team, responsible for the day-to-day account management and broking of complex ... and prospective clients. Leads appropriate resources to address the client /prospective client 's risk needs, thereby retaining and...as well as internal equity and alignment with market data . The salary may also be adjusted based on… more
- BlackRock (San Francisco, CA)
- …a responsibility to be the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse team of partners strengthens ... fastest growing areas, you will have the technical and client -facing skillset to work on the complete investment lifecycle...experience + Proficiency in working with large sets of data + A working knowledge of SQL, UNIX, VBA,… more
- Umpqua Bank (Roseville, CA)
- …based on the review and analysis of personal, business, financial, and market data gathered through relationship reviews, client engagement, market research, and ... Client Solutions Manager Commercial Banking Roseville, California **Description**...commercial loan portfolio and commercial relationships by analyzing financial data & information to determine the merits of specific… more
- Public Consulting Group (Sacramento, CA)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . Client Success Partners will be integral members of the EDPlan Innovations ... Team. This position will be responsible for engaging client stakeholders for EDPlan Innovation projects. Client ...the creation of status update meeting materials, respond to data or reporting requests, and evolve our services based… 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 a ... 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 a leading… more
- Meta (Menlo Park, CA)
- … data analysis of Meta's DNS infrastructure. **Required Skills:** Client Solutions Manager, Tech Responsibilities: 1. Identify, create, and implement marketing ... on product solutions and best practices. Grow existing business partnerships, analyze data and insights to guide strategy and implementation of Meta solutions, guide… more