- JPMorgan Chase (Walnut Creek, CA)
- …banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, ... you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as...and services. Leverage service team to deliver an outstanding client experience + Protect the firm by following sound… more
- Deloitte (San Diego, CA)
- …at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major ... you will: + Advise clients on the complex issues surrounding critical financial and economic events, and high-profile transactions + Identify opportunities for… more
- Stantec (Redding, CA)
- …that specializes in infrastructure. Candidates should have a proven record of client satisfaction and practice area growth in Northern California, and strong ... federal, state, and local agency client networks, and regulatory agency relationships including the state...of operational issues identified within the BC. Business and Financial Management: - Support BCOL with the annual budget… more
- BrightSpring Health Services (Fresno, CA)
- …position cannot be performed remotely. Required: 3 or more years' experience in client management (customer service) or sales in Long-Term Care. We offer: DailyPay ... Works directly with key PharMerica teams to deliver on client commitments and to meet service-level agreements.* Owns ...as employees from our company. Beware of anyone requesting financial or personal information. We take pride in creating… more
- Citigroup (San Francisco, CA)
- …product offerings + Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and ... + Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals… more
- CBRE (San Francisco, CA)
- …States of America, Tysons - Virginia - United States of America **The client -facing title for this role is Senior Managing Director, Business Development** We are ... seeking a Senior Director, Business Development & Client Solutions (BD&CS), to join our Global Workplace Solutions (GWS) Enterprise Occupier Solutions team. In… more
- City National Bank (Beverly Hills, CA)
- …and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated ... Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business...clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to… more
- BrightSpring Health Services (Anaheim, CA)
- …Developmental Disabilities (IDD) clients. Cultivates and maintains on-going strategic client relationships and partnerships within the organization to achieve the ... Theideal candidatewill have 3 or more years' experience in client management/retention or sales in Long-Term Care or related...as employees from our company. Beware of anyone requesting financial or personal information. We take pride in creating… more
- CBRE (Sacramento, CA)
- …and Facilities Management outsourcing pursuits, and will lead interactions in a client -facing role in large, regional and global pursuits, renewals and expansions. ... the cultivation, pursuit strategy, and pursuit execution to include the client pipeline, proposals, presentations, deal underwriting, and other client -facing… more
- IBM (San Francisco, CA)
- …pipeline on a rolling basis, build references and case studies * * Establish client value propositions that tie key strategic, financial , and operational metrics ... basis, build references and case studies * * Establish client value propositions that tie key strategic, financial... client value propositions that tie key strategic, financial , and operational metrics directly to near and long-term… more