- MUFG (Los Angeles, CA)
- … client request and inquiries and contribute to department management through participation into trainings, projects and maintaining comprehensive data (20%):** ... retrieve data to produce reports, conduct analyses, and respond to client and management inquires. + Participate in Kaizen activity to improve accuracy and… more
- Raymond James Financial, Inc. (Newport Beach, CA)
- …by the financial advisor. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with ... industry. + Financial markets, products and industry regulations. **Skill in** + Client Relationship Management (CRM) software, or similar contact management… more
- Cayuse Holdings (Oakland, CA)
- …regarding the prioritization of projects, resource allocation, and resolution of escalated client concerns. + Database and Resource Management : + Maintain and ... relationships with clients, including site visits for consultations, presentations, and client relationship management . + Represent the company at industry… more
- CDM Smith (Los Angeles, CA)
- …team, the Client Service Leader contributes by: * Leading business development, client engagement, client service management , and strategic marketing for ... in any of our CDM Smith offices CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and wastewater background to help further… more
- Raymond James Financial, Inc. (Brea, CA)
- … client meetings + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Participate in marketing efforts including ... industry regulations + Trading terminology + Financial planning software **Skill in** + Client Relationship Management (CRM) software + Microsoft Office Suite +… more
- Oracle (Sacramento, CA)
- …on client engagements, ensuring alignment from sale through delivery. ** Client Relationship Management ** + Build, manage, and expand long-term relationships ... for identifying, developing, and closing complex, large-scale engagements by aligning client needs with integrated research, consulting, and data solutions. The… more
- Robert Half-Robert Half Corporate (Oakland, CA)
- …locally and beyond. + **TOOLS FOR SUCCESS -** We provide world-class training, client relationship management tools and advanced technology to help you succeed. ... **JOB REQUISITION** Client Solutions Manager (Technology) **LOCATION** CA OAKLAND **JOB...relationships. + A combination of business development and account management skills are required. + Ability to multi-task and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Senior Client Associate About the Role We're looking for a Senior Client Associate to join a top‑tier wealth management team serving ultra‑high‑net‑worth ... clients. This role combines client relationship management , strategic planning support, and leadership responsibilities within a...Bachelor's degree required + 6-8 years of experience in client ‑facing roles within wealth management or a… more
- US Bank (Los Angeles, CA)
- …Consultants, Operations, Private Wealth Advisor) to facilitate timely account setup. + ** Client Relationship Management ** + Serve as the initial point of ... organizational, analytical, and problem-solving skills. + Strong communication and client relationship management abilities. + Proficiency in trust/investment… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …career. Senior Client Associate About the Role We're seeking a Senior Client Associate to join a top‑tier wealth management team serving ultra‑high‑net‑worth ... clients. This role blends client relationship management , strategic planning support, and leadership responsibilities within a...Bachelor's degree required + 6-8 years of experience in client ‑facing roles within wealth management or a… more