- JPMorgan Chase (San Diego County, CA)
- …wealth management solutions, and delivers a high level of service. As a Client Specialist within JP Morgan Wealth Management , you will focus on addressing ... also keep abreast of trends and strategies in wealth management and engage with other advisors on client... management and engage with other advisors on client engagement efforts. Your new business generation will come… more
- Bank of America (San Diego, CA)
- …goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision ... the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates… more
- Bank of America (Walnut Creek, CA)
- …goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision ... the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates… more
- Bank of America (Los Angeles, CA)
- …prior card solution experience, and Certified Treasury Professional is a plus **Skills:** + Account Management + Client Management + Customer and Client ... Treasury Sales Client Officer Newport Beach, California;Seattle, Washington; San Francisco,...who can advocate for our clients in providing liquidity management , payments and receipts, trade and supply chain finance,… more
- Black & Veatch (San Jose, CA)
- …opportunities for new/repeat business; supports complex contract negotiations with appropriate client management Manages varied complex risk which includes fixed ... **The Opportunity** In this role, you will have the opportunity for business management with priorities on client relationship development in the **Northern… more
- Sharecare (Sacramento, CA)
- …effective internal teams to support clients and customers. **Essential Job Functions:** ** Client Management ** + Manages high level relationships with assigned ... services + At least 3-5 years of experience in a client facing role, project management , account management , and comfortable interfacing with all levels… more
- Bank of America (Beverly Hills, CA)
- …network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide ... CFA, CTFA, CFM or JD a significant plus **Skills:** + Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning +… more
- Coinbase (Sacramento, CA)
- …platform. * Navigate and execute complex workflows, including analytics, account maintenance, client management , incident and escalation management , billing, ... audit processes, reporting, allocations, cold storage, and wallet management . * Deliver direct client service and...storage, and wallet management . * Deliver direct client service and support to institutional clients through phone,… more
- Public Consulting Group (Sacramento, CA)
- …as collaboration with Regional Teams. This role must effectively integrate capabilities in client management and project management in addition to promote ... and drive satisfaction . Model best practices in terms of client , project, and change management . Lead client engagements/interactions (eg, status update… more
- Mizuho Corporate Bank (Los Angeles, CA)
- …and maintenance + Maintain confidentiality and adhere to compliance standards in all client interactions. + Client Management : Develop strong relationships ... Relationship Specialist plays a critical role in supporting the bank's relationship management efforts by processing a variety of client 's financial… more