- Deloitte (Los Angeles, CA)
- …The Team At Deloitte, clients are at the heart of everything we do. Within Client Excellence, the Client Account Management (CAM) program is composed of ... years of progressive professional experience, including a proven track record in account management or consulting/ client service roles. + Experience in managing … more
- Bank of America (Santa Barbara, CA)
- Wealth Management Client Associate Santa Barbara, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate - Part Time Walnut Creek, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Bank of America (Palo Alto, CA)
- Wealth Management Client Associate Palo Alto, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- Robert Half-Robert Half Corporate (Irvine, CA)
- **JOB REQUISITION** Client Solutions Director ( Management Resources) **LOCATION** CA IRVINE **JOB DESCRIPTION** **Robert Half** is looking for professionals to ... join our business development team. As a ** Client Solutions Director** in the ** Management Resources** practice, you will focus on cultivating project and… more
- Robert Half-Robert Half Corporate (San Francisco, CA)
- **JOB REQUISITION** Client Solutions Director ( Management Resources) **LOCATION** CA SAN FRANCISCO **JOB DESCRIPTION** **Robert Half** is looking for ... professionals to join our business development team. As a ** Client Solutions Director** in the ** Management Resources**...As a ** Client Solutions Director** in the ** Management Resources** practice, you will focus on cultivating project… more
- JPMorgan Chase (Los Angeles, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management . **Job responsibilities** + Support… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …consideration and additional info. Requirements + Bachelor's degree + 3+ years in client service or operations in wealth management (NO exceptions) + Proficiency ... at roberthalf) for immediate consideration and additional info. Our client is recruiting for a Client Service...info. Our client is recruiting for a Client Service Associate at a growing, client -focused… more
- JPMorgan Chase (Lincoln, CA)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Highmark Health (Sacramento, CA)
- …SUMMARY** This job implements and administers strategic activities related to client retention, growth, and profitability of existing accounts within the assigned ... team members to achieve and/or exceed upselling opportunities. Responsible for market management (ie, awareness and management of external distribution channel… more