- Robert Half Finance & Accounting (Mountain View, CA)
- …craft and execute personalized wealth strategies. Key Responsibilities + Lead client relationship management , including financial planning, investment strategy, ... Description A values-driven boutique financial advisory firm is seeking an experienced and client -focused Planner to join its growing team. This role is ideal for a… more
- RailPros Field Services (San Diego, CA)
- …+ Identify potential upcoming opportunities with existing clients. + May assist with client account management . + Perform other duties as assigned to meet ... by gathering intelligence from existing clients and may help manage specific client accounts. Essential Duties & Responsibilities: + Oversee and analyze the… more
- University of Southern California (Los Angeles, CA)
- … client records, maintains data, and enters data in a variety of client management computer systems. The Call Center Representative is responsible for posting ... outgoing telephone calls or other communications using a call management system. The Call Center Representative responds quickly and...notes in client records, scheduling and confirming follow up appointments. This… more
- Datavant (Lakewood, CA)
- …and committees to advance operational Strategies and initiatives + Coordinates with location/ client management on complex issues while building a strong ... to internal stakeholders. + Manage the Request coming in from the Risk Management Team of the client + Be the leader of client locations and plan for… more
- Deloitte (Los Angeles, CA)
- …teams in various strategy and implementation activities. Responsibilities will include: + Client Management : Manage day to day interactions with executive ... a revenue recognition solution expert, you will bring considerable revenue management expertise to help design, develop and implement revenue recognition solutions… more
- Deloitte (San Jose, CA)
- …teams in various strategy and implementation activities. Responsibilities will include: + Client Management : Manage day to day interactions with executive ... critical. As a billing solution expert, you will bring considerable billing management expertise to help design, develop and implement subscription billing solutions… more
- Indeed (San Francisco, CA)
- …to speed and have an impact from day one. + Demonstrate relationship management , churn prevention, and client engagement skills while also understanding ... (*Comscore, Total Visits, March 2025) **Day to Day** As a Senior Client Success Specialist you will communicate directly with advertising agency clients, primarily… more
- Terracon (Concord, CA)
- …+ Experience in the A/E/C industry is strongly preferred. + Familiarity with a Client Relationship Management (CRM) system is a plus. + CPSM certification is ... **32899BR** **Service Line:** Client Development **Office Name:** East Bay **Job Description:**...recognition bonuses, and excellent benefits. Key Responsibilities: + Asset Management : Regularly update and manage content libraries of resumes,… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …the primary client liaison for high complexity clients. You will solicit senior management input from the client on new business directives within their firm ... Broadridge team. Broadridge is growing! We are seeking a Client Relationship Manager to join our team in the...+ Bachelors degree or equivalent experience preferred + Project Management or Project Coordinator skills preferred + Strong verbal… more
- City National Bank (Santa Monica, CA)
- …Client , Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity & Relationship Management - to understand a client ... as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly… more