- City National Bank (Los Angeles, CA)
- *LEAD CLIENT SERVICES OFFICER* WHAT IS THE OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers ... Relationship Officers, Assistant Investment Officers and licensed representatives in client servicing, business development, retention, and portfolio management efforts.… more
- Acxiom (Sacramento, CA)
- The Client Partner serves as the primary post-sale point of contact for clients and responsible for their ongoing growth and satisfaction. Uses in-depth knowledge of ... the client 's industry, business operating model, and has deep knowledge...areas of the company, including Professional Services, Data Engineering, Finance , Operations, Marketing, Training, and/or Delivery Support. **COMPETENCIES** +… more
- BlackRock (San Francisco, CA)
- **About this role** **Aladdin Client Transformations - Front Office** **What we do** BlackRock's business is investing on behalf of our clients, from large ... The Aladdin Business is growing rapidly, with the volume and complexity of new client deals and strategic partnerships growing each year. We are at the next phase… more
- Cedars-Sinai (Los Angeles, CA)
- …employees! **What you will be doing in this role:** The Revenue Cycle Client Services Manager oversees and manages client relationships with Physician Billing ... (PBS) in all areas of the Revenue Cycle. Coordinates responses to client concerns/issues effectively with the PBS Management team. Duties include: + Coordinates… more
- Acxiom (Sacramento, CA)
- The Client Partner - Enterprise Account role serves as the primary post-sale point of contact for a strategic client based on revenue and opportunity size. The ... responsible for their satisfaction and future growth. Uses in-depth knowledge of client industry and/or business processes, deep knowledge of the product(s) being… more
- Charles Schwab (San Francisco, CA)
- …creative problem solving, helping us "challenge the status quo" and transform the finance industry together. At the heart of innovation at Schwab, the AI Strategy ... seeking a Senior UX Designer to lead Schwab's GenAI client experience. This lead will partner closely with product,...you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances… more
- SMBC (Los Angeles, CA)
- …of financial services, including banking, leasing, securities, credit cards, and consumer finance . The Group has more than 130 offices and 80,000 employees worldwide ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Boutique RIA. This is a full-time permanent role ... based in Walnut Creek with a Hybrid schedule. Join a collaborative, client -focused team where your work directly impacts clients' financial journeys. The culture… more
- WTW (Los Angeles, CA)
- …having the opportunity to deep dive within their respective business area. ** Client Advocacy Personal Lines Overview** Personal Lines Private Client practice ... primary focus for Personal Lines is to simplify our client 's life by managing all of their personal risks...of 3.0 GPA + Preferred Majors: Risk Management, Business, Finance , Economics, Accounting, Liberal Arts + Date of Graduation… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …or email (ren.friedman at roberthalf) for immediate consideration and additional info. Our client is recruiting for a Client Service Associate at a growing, ... of a collaborative, high-performing team that values hard work, integrity, and strong client service. The firm offers a positive culture, low turnover, and excellent… more