- TEKsystems (Costa Mesa, CA)
- …strong client relationships to ensure satisfaction and repeat business. + Documentation : Accurately record client interactions and sales activities in the ... track record in sales, we want to hear from you! Responsibilities + Client Interaction: Conduct inbound and outbound calls to assess clients' tax situations and… more
- US Physical Therapy (San Francisco, CA)
- …program + Create and maintain positive relationships + Support all required documentation to ensure client organizational compliance of HCIP/SPHM programs **_Key ... focus on delivering customized services that meet the unique needs of each client we serve; ensuring healthier, happier, and more productive workplaces. We foster a… more
- Mentor Technical Group (Millbrae, CA)
- …these on a timely manner. + Guarantee top quality of services provided to client by reviewing work performed, documentation submitted, get hold of client ... feedback and monitoring project status vs. client requirements. + Issue Performance Review Report to employees under his/her supervision and monitor the process below direct report. + Create/develop customer relations and new business opportunities. +… more
- Jacobs (Sacramento, CA)
- …around the world. You will thrive as you provide telecommunications systems design documentation for our client 's advanced facilities which, in turn shape our ... leads all under one Jacobs design team. You will interface directly with our client counterparts to design these facilities to meet their needs. Our teams leverage… more
- City National Bank (Los Angeles, CA)
- …* Actively assist in negotiating ISDAs, CSAs, and other FX-related legal documentation . ensuring alignment with client requirements, regulatory adherence and ... the growth of our foreign exchange (FX) sales desk. This client -facing position requires exceptional leadership, strong sales expertise, communication skills, and… more
- Edward Jones (Marysville, CA)
- …at the direction of the financial advisor. Process account transactions, prepare documentation , and maintain accurate client records. + **Administrative & ... teams are two or three people, and in a Client Support Team Professional role, you are a critical...the financial advisor. You are the first voice a client hears when they call on the phone -… more
- Edward Jones (Madera, CA)
- …at the direction of the financial advisor. Process account transactions, prepare documentation , and maintain accurate client records. + **Administrative & ... teams are two or three people, and in a Client Support Team Professional role, you are a critical...the financial advisor. You are the first voice a client hears when they call on the phone -… more
- Spread Your Wings, LLC. (Garden Grove, CA)
- …of the assigned region. Primary functions will include assessing service delivery, documentation compliance, monitoring of client records, and serving as the ... so the RCA must be working from an appropriate work setting (office, client residence, etc.) on a regular basis. Understanding and general knowledge of Title… more
- JPMorgan Chase (San Francisco, CA)
- …a proactive service model, ensure central engagement through proper communications, documentation and tracking. + Manage client appreciation activities and ... + Act as the primary point of contact for assigned client relationships, deepen client relationships through getting to know details of client 's… more
- City and County of San Francisco (San Francisco, CA)
- …for the disposition of each case; + Compiles and maintains client records by preparing written/electronic documentation , charts, statistical data, ... interventions; actively manages caseload by maximizing use of resources to meet client needs; + Advocates for accessibility and improved services for individual… more