- Towne Park (Monterey, CA)
- …opportunity to brighten someone else's day and make an impact. When we see a customer, a client or one of our own team members smile, we know we made an impact. It's ... responsible for account performance for financial, guest/patient satisfaction, and client satisfaction objectives. **Job Details** **Compensation:** Towne Park is… more
- UMB Bank (Sacramento, CA)
- …Commercial Bank servicing of treasury products, loans, and deposits by handling client requests while working hand in hand with internal teams, including ... officers. As the primary contact, you will be a vital part of the client 's relationship to help deliver growth and opportunity by creating a trusting relationship.… more
- Grant Thornton (San Francisco, CA)
- …and managing staff. Works closely with partners and staff on client management, practice development, and business development. Responsible for an assigned ... patterns, and anomalies across multiple sources of data and supporting documentation . + Analyzing compliance with various labor requirements, including those… more
- Fifth Third Bank, NA (San Diego, CA)
- …+ Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources ... etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect. + Responsible for planning and conducting relationship strategy… more
- City National Bank (Los Angeles, CA)
- …WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS Investment Advisory Program and ... client -directed accounts, to affluent individuals and their families within...CDARS, and 529Plans. Obtain all required CIP and KYC documentation for all accounts including personal, business (entity), fiduciary,… more
- KeyBank (CA)
- …industry knowledge and Key's product set. Sr. Payments Advisors serve as the client 's trusted advisor for cash management solutions to develop, manage and retain ... profitable client relationships and deliver subject matter expertise to ... experience. Motivate and hold others accountable, ensure appropriate documentation , and own corporate communication during execution. + Be… more
- M. C. Dean (San Jose, CA)
- …driving high-priority initiatives. **Project Communications:** Promote project successes with senior client management and across the MC Dean project team through ... regular communications, reports, and documentation of project progress and milestones. Lead change management...stakeholders around new systems and processes implemented on the client program. Translate abstract and technical concepts into visual… more
- The County of Los Angeles (Los Angeles, CA)
- …Mental Health Clinic. Conducts initial interview and ongoing assessment of client 's presenting problems, including mental status, level of functioning, developmental ... substance abuse problems, and mental and physical health educational needs. Obtains client 's social and medical history, and integrates assessment of physical health… more
- Publicis Groupe (Burbank, CA)
- …is responsible for developing innovative social strategies to meet and exceed client business objectives and spearhead social programs. Works with media team to ... translate the client goals and objectives into actionable items. This role...schedules and media analysis + Facilitate the development and documentation of best practices to improve operational efficiencies within… more
- The County of Los Angeles (Los Angeles, CA)
- …WHO WE ARE The Los Angeles County Public Defender's Office is the finest client -centered criminal defense firm in the nation, providing a beacon for evolutionary and ... (eg, home, public areas, and detention facilities), to obtain the client 's complete biopsychosocial assessment that includes family, social, educational, employment,… more
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