- 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)
- …out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Services Associate | Wealth Management Firm | San Jose Join a thriving ... Responsibilities: + Providing excellent service to clients. + Helping out in client meetings. + Keeping up-to-date with client documentation. + Adhering… more
- Aegon Asset Management (CA)
- …fixed annuities. These are supported by Transamerica Corporate , which includes Finance , People and Places, General Counsel, Risk, Internal Audit, Strategy and ... Summary Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement 401(k) plans. May also… 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
- World Insurance Associates, LLC. (Santee, CA)
- …& HR solutions. Position Summary With some guidance and or direction, leads client service for middle and large accounts. Collaborates closely with senior colleagues ... loss history + Summarize current programs and expiring exposures + Draft finance contracts and create premium billing allocations. + Review carrier invoices +… more
- Cushman & Wakefield (Sacramento, CA)
- **Job Title** GOS Senior Client Accountant **Job Description Summary** The Senior Accountant provides oversight and direction regarding the primary accounting, bill ... Coordinators and Accountants, and may act as an inside consultant on finance , accounting, tax, and billing matters. **Job Description** * Oversees the preparation… more