- CIBC (San Francisco, CA)
- …credit structuring, underwriting, and negotiating to tailor solutions that meet client needs while aligning with CIBC's risk and business objectives. In ... this role, you'll represent CIBC's credit solutions during client meetings, help develop innovative product offerings, and provide strategic guidance to enhance… more
- LiveRamp (San Francisco, CA)
- …best practices that level up our broader team. **Responsibilities:** **Technical Client Solutions Management** + Lead the end-to-end onboarding and technical ... agencies, and financial institutions. Build and maintain strong, consultative client relationships to align technical implementation with business objectives.… more
- Bank of America (Los Angeles, CA)
- …division of the Global Commercial Bank. It is unique in that its client teams are dedicated to adding value by providing specialized solutions to Not-for-Profit ... include supporting all activities from sale through implementation and coordinating the Client Management Process (CMP) by focusing on client acquisition and… more
- BMO Financial Group (Newport Beach, CA)
- …Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant ... processes and systems and effectively trouble shooting to ensure a high-quality client experience. + May coordinate closing with closing department, clients and… more
- BMO Financial Group (San Francisco, CA)
- …of productivity against benchmarks. + Collaborates to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely ... a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities. + May network with industry… more
- BMO Financial Group (Newport Beach, CA)
- …responsibility, leveraging their existing network of clients and drive direct new client acquisition. In addition, the ideal Regional Manager will actively recruit, ... the primary focus of gaining market share and driving top decile overall client satisfaction. The Regional Manager is a critical member of the Southern California… more
- BMO Financial Group (Sherman Oaks, CA)
- …pursue sector marketing efforts, cover clients, and deliver timely solutions. + Oversees documentation and ongoing monitoring of asset and client performance. + ... markets leveraging a strong local network, including an existing client base and prospect relationships to drive profitable new...data to advance sale process and completes all required documentation . + Assists team in pre-sales activities such as… more
- Volunteers of America Los Angeles (Los Angeles, CA)
- …engaging in treatment plan process with therapist and case manager and ongoing clinical documentation to support the whole person care of the client . This ... attitudes, images and other negative behavioral patterns. + Acts as advocate for client before outside social service and legal organizations + Collaborate with Case… more
- Comerica (San Diego, CA)
- …high performing book of business and being accountable for the success of the client relationship. What we can offer you Comerica Funded Retirement Plan and 401(K) ... Be viewed as an advisor by serving as a resource speaker for related activities. Client Management Determine client needs by meeting with them to review needs… more
- Ventura County (Ventura, CA)
- …crisis intervention, and case management. They employ culturally sensitive, client -centered, strength-based approaches to support individuals with serious mental ... illnesses or youth with emotional disturbances. Proficient in clinical documentation , care coordination, and treatment planning, they collaborate with… more