- Citizens (San Francisco, CA)
- … Associate on this team, you will play a pivotal role in delivering exceptional client service and support within the wealth management space. You will work ... active/required FINRA License will be considered. Primary responsibilities include + Client relationship management , which includes developing and maintaining… 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
- CDM Smith (Carlsbad, CA)
- …the Client Service Leader will contribute by: * Leading business development, client engagement, client service management , and strategic marketing for ... may be considered for successful candidate. CDM Smith is seeking an Industrial Client Service Leader to drive our national strategy for expanding in the rapidly… more
- CDM Smith (Sacramento, 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 to help further accelerate our successfully growing business with electric… more