- TIAA (Redwood City, CA)
- …services for charities in the country. The Relationship Manager II advises existing client on a wide variety of gift planning, gift investment, and program ... their boards. **Key Responsibilities and Duties** + Develops plans to increase client engagement, provide early warning of possible client dissatisfaction, and… more
- T. Rowe Price (San Francisco, CA)
- …knowledge + A passion for keeping up to date in the economy and financial services industry + Strong consultative, client service, and relationship building ... management of relationships and sales opportunities with a target audience of Financial Advisors. You work collaboratively to cover identified advisors based on… more
- Allied Universal (Stockton, CA)
- …states, while collaborating with branch offices and corporate support functions on key client initiatives. The EAPM will also be responsible for training on the west ... from 35% to 75% of the time based on client and company needs + Prepare PowerPoint presentations and...response plans and solutions to maintain contract compliance + Financial Performance and Growth: + Manage the P&L and… more
- VCA Animal Hospitals (Los Alamitos, CA)
- …activities related to hospitals providing quality patient care and excellent client service, management of finances and accounting, marketing and promotion of ... facility preferred. Must have Manager experience min of 1-2 years. * Excellent client service skills. * Excellent telephone and computer skills are necessary. * Must… more
- Banfield Pet Hospital (Monrovia, CA)
- …make a difference in the lives of pets and the clients we serve through client education and effective communication. Work in a fun team environment that offers a ... JOB SUMMARY The Veterinary Hospital Shift Lead ("Shift Lead") provides exceptional client and pet experiences while assisting the Practice Manager and/ or Chief… more
- Bank of America (San Francisco, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... client issues for response/resolution **Desired Qualifications:** + Certified Financial Planner (CFP) Designation + Accounting experience/Personal Tax Planning… more
- Citigroup (Walnut Creek, CA)
- …risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards **Responsibilities** : ... the branch, providing support in complex transactions and ensuring an exceptional client experience. + Champion risk and control by monitoring day-to-day operations,… more
- Bank of America (Newport Beach, CA)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- PNC (Walnut Creek, CA)
- …to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, ... of influence strongly preferred. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the… more
- CIBC (San Francisco, CA)
- …credit structuring, underwriting, and negotiating to tailor solutions that meet client needs while aligning with CIBC's risk and business objectives. In ... this role, you'll represent CIBC's credit solutions during client meetings, help develop innovative product offerings, and provide strategic guidance to enhance… more