- Bank of America (Los Angeles, CA)
- …and planning, portfolio development, pricing strategy, proposal responses, and leading client facing treasury presentations + Partners with bankers, onboarding, ... delivery of integrated treasury solutions to Private Bank clients. Partner closely with client - facing teammates to consult on sales opportunities and provide the… more
- WTW (San Francisco, CA)
- …presentation. As a Client Advocate are responsible with developing innovative solutions. Client facing responsibilities expected to be 90%. A Client ... + Targeted 8+ years of commercial Property & Casualty experience in a client facing role or demonstrated capabilities to complete role responsibilities + Able to… more
- Comscore (Sacramento, CA)
- …an understanding of audience measurement within the media industry, coupled with client - facing experience and analytical skills. This is an excellent opportunity ... advertising, marketing or analytics + 2-4 years of experience in a client - facing position in research, analytics, or audience measurement, or experience with a… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …team members, and collaborate across departments. This is a highly visible, client - facing role that requires both strategic thinking and operational excellence. ... Looking For: + Bachelor's degree and 6-8+ years of experience in a client - facing role, ideally in a multi- or single-family office, private wealth, or high-end… more
- WTW (Los Angeles, CA)
- **Description** The Associate Client Advocate (ACA) client - facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... years of commercial Property & Casualty insurance knowledge/experience in a client - facing role, or demonstrated capabilities to complete role responsibilities… more
- WTW (Los Angeles, CA)
- …performance. Together, we unlock potential. Learn more at wtwco.com . The Associate Client Advocate (ACA) client - facing functions utilizing the colleague's ... years of commercial Property & Casualty insurance knowledge/experience in a client - facing role, or demonstrated capabilities to complete role responsibilities… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and time management abilities. + Strong written and verbal communication skills, both client - facing and internal. + Ability to adapt quickly and thrive in ... Investment Advisory (RIA) firm is seeking an exceptional Senior Client Service Associate to join its client ...Senior Client Service Associate to join its client service leadership track. This firm partners exclusively with… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …(CRM) software. + Assists Financial Advisors with marketing efforts including seminars and other client - facing events. + May enter orders at the direction of the ... excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem… more
- AECOM (Los Angeles, CA)
- …consulting or professional services, with a significant portion in a senior client facing account management role focused on global accounts preferred. ... Description** AECOM is seeking a **Senior Vice President, Global Client Development Leader** to drive growth, client ...Global Client Development Leader** to drive growth, client centricity, strong client relationship and account… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …to client inquiries and follow up on pending requests + Prepare client - facing materials, reports, and presentations + Ensure confidentiality and security of ... Overview: A boutique wealth management firm is seeking a Client Service Associate to join its growing team. With...to financial planning. The team serves a stable, referral-based client base and is committed to delivering exceptional service… more