- Raymond James Financial, Inc. (Brea, CA)
- …and facilitate client meetings + Manage referrals effectively + Prepare financial reports, spreadsheets, and other materials for client meetings + Create ... markets, products, and industry regulations + Trading terminology + Financial planning software **Skill in** + Client ...+ Financial planning software **Skill in** + Client Relationship Management (CRM) software + Microsoft Office Suite… more
- ABM Industries (Los Angeles, CA)
- …senior-level strategic and technical leader responsible for driving operational excellence, client satisfaction, and financial performance across a multi-state ... Staff & Management (https://media.abm.com/wp-content/uploads/AnnualBenefitFlyers/Recruiting%20Flyer%20-%20Staff%20&%20Mgmt.pdf) **Key Responsibilities** Service Delivery & Client Management + Ensure consistent delivery of APS services… more
- Wells Fargo (Palo Alto, CA)
- …to deliver tailored, impactful recommendations + Develop strong understanding of each client 's goals, and financial needs by analyzing their operations and ... to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring...trusted partner + Understand and offer a suite of financial solutions and digital services available through Wells Fargo… more
- Bowman (Brea, CA)
- …plans for future client opportunities, and establish and drive priorities and financial plan goals for a specific market sector within a region or business unit. ... strategic direction to sector staff. + Provide high level client service. + Ensure financial viability and achieve annual profit and growth objectives. **Success… more
- US Bank (Marina Del Rey, CA)
- …meet customer's needs both reactively and proactively - Experience in the financial services industry preferred ** Client Relationship Consultant 3** **Basic ... meet customer's needs both reactively and proactively - Experience in the financial services industry preferred ** Client Relationship Consultant 4** **Basic… more
- IBM (San Francisco, CA)
- …for measuring success of the transformation * Run value orchestration and create financial models showcasing the client 's investment and return on investment ... **Introduction** IBM Consulting is seeking a HR Client Zero Talent COC Strategy Practitioner within the...our AskHR HR transformation, which we call our "HR Client Zero Story". As the HR Client … more
- Compass Group, North America (Sunnyvale, CA)
- …client satisfaction scores by fostering a culture of exceptional service and client engagement. c. Financial Performance: Optimize financial performance ... selectively negotiating as necessary, and ensuring the highest levels of client and customer satisfaction, account retention, and employee relations. The National… more
- Compass Group, North America (San Diego, CA)
- …Southern California market-based in San Diego-responsible for driving operational excellence, financial performance, and client satisfaction across all Canteen ... company, client , and regulatory standards. + Drive operational and financial goals, including budgeting, forecasting, and performance reporting. + Lead strategic… more
- Banc of California (Santa Ana, CA)
- …+ Prior client service experience preferred + Prior banking or financial services industry experience preferred + Ability to work in a collaborative, ... is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and… more
- Sodexo (Simi Valley, CA)
- …engage with subordinate managers, supervisors and frontline employees + achieve company and client financial targets and goals + develop and maintain client ... proven ability to foster culture, retain employees, and develop teams + strong financial acumen and technical skills + a results-driven mindset that enjoys working… more