- Sharecare (Sacramento, CA)
- …+ Responsible for tracking add-on opportunities in Salesforce along with updated financial information. + Participate in client strategy and revenue goals ... is to enhance and nurture existing relationships resulting in client retention and identification of upsell (add-on business) opportunities... SLAs + Understand and report up to date financial standing of services and Interprets data and make… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …a respected, growing, and planning-first RIA. + Direct impact on high-net-worth client portfolios and financial lives. + Collaborative and mission-driven culture ... primary point of contact for high-net-worth clients, providing comprehensive financial planning and guidance. You'll work closely with clients...+ Act as the first point of contact for client communications. + Review client portfolios and… more
- US Bank (Costa Mesa, CA)
- …meet customer's needs both reactively and proactively - Experience in the financial services industry preferred ** Client Relationship Consultant 2** **Basic ... meet customer's needs both reactively and proactively - Experience in the financial services industry preferred ** Client Relationship Consultant 3** **Basic… more
- Insight Global (Palo Alto, CA)
- …issues related to prompt payment -Use dashboards and reporting tools to analyze client inventory and financial performance, and to identify trends and develop ... Microsoft Excel/Word (BillBlast a plus) -Ability to perform complex financial analysis and must be client -service focused...perform complex financial analysis and must be client -service focused -Ability to interact with all levels of… more
- Robert Half Accountemps (La Mesa, CA)
- Description Are you a numbers-driven professional with a knack for providing actionable financial insights? Our client , a renowned player in the construction ... industry, is seeking a Financial Analyst to join their team. This role is...data, forecasting future trends, and supporting leadership with critical financial decisions. Responsibilities: + Collaborate with project teams to… more
- US Bank (Inglewood, CA)
- …meet customer's needs both reactively and proactively - Experience in the financial services industry preferred ** Client Relationship Consultant 4** **Basic ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… 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
- BMO Financial Group (Los Angeles, CA)
- …candidate will lead and develop all key strategic initiatives required to meet overall client experience and financial objectives. This mandate is to drive and ... a business banking or commercial banking credit underwriting operational environment, strong financial acumen for the business, and the ability to work horizontally… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …is a requirement. Essential Functions: + Establish and maintain current and potential client and financial advisor relationships through proactive cold calls and ... subsidiaries (collectively, "Dunham") is a thought leader in the financial services industry. The way we work is a...sales proposals and presentations. + Update and maintain Salesforce client information. + Handle incoming phone calls and requests… more
- Fox Rothschild LLP (Los Angeles, CA)
- …for handling all procedures related to the opening and modifying of client /matters, including financial and business risk review and approvals. **ESSENTIAL ... in the exchange of information utilized and maintained in the Firm's client /matter intake and financial systems. + Maintain client and matter information in… more