- Citigroup (El Cajon, CA)
- …(including opening accounts, credit cards, etc.) referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service ... inquiries promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank and uses...team with leading by example + Provide feedback to management on ways to enhance sales processes and service… more
- Grant Thornton (San Diego, CA)
- Technology Modernization - Client Relationship Executive - NetSuite As a Client Relationship Executive, you will be a core member of our national sales team and ... will be chartered with assisting in strategically building our client base across their assigned industry and region, as...base + Relationships with Oracle / NetSuite sales and management field teams + Minimum ten years senior level… more
- Grant Thornton (Los Angeles, CA)
- …and lead staff on various tax matters, on all phases of project and engagement management , because together is how we succeed. From day one, you'll be empowered by ... and resources to thrive in your role to meet client needs and help you achieve more, confidently. Your...day-to-day may include: + Manage, direct, and monitor multiple client services teams on client engagements; plan,… more
- Sedgwick (Sacramento, CA)
- …Liability Claim Specialists and administrative or technical staff for a GL client ; to monitor workloads, provide training and monitor individual claim activities for ... within the unit as needed. + Identifies and advises management of trends, problems, and issues; makes recommendations on...are litigated, sensitive, or questionable as determined by the client . + Maintains contact with client on… more
- BMO Financial Group (Oakland, CA)
- …amends applicable loan agreement covenant and monitoring requirements. + Supports management of the Relationship Manager portfolio by addressing covenant violations, ... in compliance with bank policies and procedures while maintaining an exceptional client service environment. + Negotiates loan structures and terms and conditions… more
- Wolters Kluwer (Sacramento, CA)
- …advance opportunities that result in ongoing profitable revenue growth for company; prepares for client calls and supports the efforts of the team during client ... meetings; utilizes other resources of the company to nurture relationships with client influencers and decision makers + Account Planning - Works with Manager in… more
- The County of Los Angeles (Los Angeles, CA)
- …+ Observes, evaluates, records and reports to professional staff changes in client 's condition. + Provides direct and indirect patient care including helping clients ... bathing and personal grooming. + Takes and records measures of the client 's physical condition such as pulse, temperature,respiration, weight, and body mass index.… more
- Capgemini (San Francisco, CA)
- …to deliver cutting-edge solutions. Join us to drive transformation tailored to our client 's challenges of today and tomorrow. Informed and validated by science and ... optimal solutions. During project execution, Commercial Leads actively maintain client relationships, delivering ongoing strategic guidance and support, enabling… more
- Robert Half Legal (Sacramento, CA)
- …and convey the necessary fees to the clients. + Efficiently manage client engagement process while preparing estate planning documents. + Complete and induce ... client 's signature on the engagement agreement, either in-person or...complete Design Sheets. + Utilize Lawcus and Asana task management systems to ensure punctual completion of tasks, efficient… more
- Audacy (Los Angeles, CA)
- …metrics to keep the client satisfied + Work closely with the Campaign Management team to ensure that we're delivering well, or optimizing with the goal of ... with the best service possible. The ideal candidate will possess exceptional client -facing skills, have a thorough understanding of marketing and integrated media… more