- Robert Half Finance & Accounting (San Francisco, CA)
- Description We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and ... client accounts while ensuring exceptional service delivery. The ideal...We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and… more
- UMB Bank (Sacramento, CA)
- **RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer portfolio ... unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully… more
- US Bank (Los Angeles, CA)
- …The manager ensures operational excellence, compliance, and a superior client experience throughout the account opening process. **Key Responsibilities:** ... Consultants, Operations, Private Wealth Advisor) to facilitate timely account setup. + ** Client Relationship Management** + Serve as the initial point of contact for… more
- Grant Thornton (San Jose, CA)
- Grant Thornton is seeking a Client Relationship Executive (Director) to join the team in San Jose, CA. The Client Relationship Executive (CRE) initiates, ... and C-Suite executives. + Identify key decision makers at client and prospect organizations at the C-Suite and Board...concepts is required; prior experience in an Accounting or Finance role is a plus. + Strong proficiency in… more
- CDM Smith (San Francisco, CA)
- …Unit:** NAU **Job Description:** CDM Smith currently has a new opportunity for a Client Service Leader within our West Transportation Group to lead sales efforts for ... region. This position leads the business development activities, oversees overall client service, represent CDM Smith on transportation related boards or… more
- S&P Global (CA)
- …team is at the forefront of the FinTech space. **Impact:** The Client Engagement Team is responsible for proactively fostering meaningful relationships with clients ... usage, and overall internal workflows. . Provide constructive and actionable client feedback to Product Management or other departments regarding product… more
- Robert Half Finance & Accounting (San Jose, CA)
- …has expanded by $400 million in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This is your chance to be ... clients' success and the firm's continued growth. If you're passionate about providing exceptional client service and want to grow with a firm on the rise, we want… more
- Robert Half Legal (Los Angeles, CA)
- Description Robert Half is seeking a Legal Client Solutions Manager focused on Business Development to join our award-winning Legal Recruiting team in Los Angeles! ... you're considering a career with us! How you will contribute as our Legal Client Solutions Manager: + Use proven legal and/or recruiting background to develop and… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …Trader who is eager to gain exposure to successful Financial Advisors and Client Service Associates (CSAs) while developing toward an Advisor career path. Key ... and CRM systems (Tamarac) + Support Advisors with investment analysis, client meeting preparation, and advisor development activities + Collaborate with Advisors… more
- Philips (Los Angeles, CA)
- As the Enterprise Client Executive you'll lead relationships with top strategic accounts, shape pricing and growth strategies, and influence C‑suite decision‑makers ... communication and proactive issue resolution. Aligning services and solutions with client needs to drive long‑term satisfaction and business success. + Developing… more