- Citigroup (Los Angeles, CA)
- …businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve ... as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build relationships with client families that cross… more
- JPMorgan Chase (Redwood City, CA)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth ... Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your… more
- C&W Services (Sacramento, CA)
- …performance objectives, financial targets and critical milestones. + Building evolving client retention strategies to stay in front of client movement Other ... **Job Title** Senior Vice President, Client Services Life Sciences/Manufacturing **Job Description Summary** The...service orientation + Accountable for delivering top and bottom-line financial results + Drive innovation in how we execute… more
- Banfield Pet Hospital (Sand City, CA)
- CLIENT SERVICE COORDINATOR A career at Banfield means you'll find yourself working in the pet healthcare field alongside industry experts with a chance to make a ... lives of pets and the clients we serve through client education and effective communication. Work in a fun...a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your… more
- Black & Veatch (San Jose, CA)
- …in the **Northern California region** , effective positioning within target client organizations, leading pursuit teams, and strong financial management ... ** Client Director - Water Business - Northern California**...Degree in technical discipline + Understanding of budgets and financial metrics + Contract negotiation skill including knowledge of… more
- Robert Half Finance & Accounting (Orinda, CA)
- …The Financial Planning Associate will support advisors in delivering high-quality financial plans and client service. This is an ideal opportunity for ... clear path for career advancement. Key Responsibilities + Schedule and prepare for client meetings, gathering and entering financial data into planning software.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …management, financial planning, lending strategy, and family office services. Client Associate - Multi Family Office San Francisco (Steps from Montgomery BART) ... partnering with an established multi-family office based in San Francisco is seeking a Client Associate to serve as a key relationship manager and trusted advisor to… more
- AIG (Los Angeles, CA)
- Join us as a Client Director to play a highly influential role in protecting our clients and growing our business. Where you can make an impact: Client & Broker ... through a differentiated value proposition. Join us as a Client Director to play your part in our transformation....Ability to manage complex global insurance relationships + Strong financial and accounting skills to effectively engage at the… more
- NTT America, Inc. (San Francisco, CA)
- …for defining and executing growth strategy, revenue forecasting, achieving all financial targets, service excellence, and overall client satisfaction, with ... forward-thinking organization, apply now. We are currently seeking a Client Executive II to join our team in San...C-level + Create success with P&L of ~$25M with financial management capabilities, including strong forecasting ability and growth… more
- City National Bank (Los Angeles, CA)
- * CLIENT SERVICE PROFESSIONAL - CONSUMER AND BUSINESS BANKING * WHAT IS THE OPPORTUNITY? Performs day-to-day servicing for respective team and clients. Works directly ... with accurate, timely and detailed information to ensure quality service and client retention. Resolves client inquires/complaints and identifies "root cause" of… more