- WTW (Los Angeles, CA)
- …point of contact for providing all service, escalation, and placement to meet the client 's insurance and risk management needs. The ACA has a strong connection ... all policy requirements (legal, regulatory & compliance) are met + Client -level coordination & management of all service delivery (GSD) + Engage Service Liaisons… more
- Carrington (Anaheim, CA)
- …performing ad hoc analysis, and assisting in loan servicing transfers, change management , process improvement and client relations activities. Work with all ... or equivalent work experience; Bachelor's degree preferred. + Experience in relationship management or client services within mortgage servicing or related… more
- Datavant (Sacramento, CA)
- …adjustment projects and reports on project status to all stakeholders. Datavant's Client Success Managers are hybrid project management and consulting resources ... strong healthcare industry knowledge combined with communications and project management skills. They are key to successful client... management skills. They are key to successful client retention and project success. You will: + Lead… more
- Nuvolum (Tiburon, CA)
- …& Growth to drive strategic leadership and growth across our account management team. This individual will oversee client relationships, develop long-term ... Essential Skills and Qualifications: + 6+ years of experience in account management , client success, or related fields, with 4+ years in a leadership role.… more
- Umpqua Bank (Sacramento, CA)
- Private Client Advisor Wealth Management South Jordan, Utah Bellevue, Washington Seattle, Washington Greenwood Village, Colorado San Diego, California Denver, ... people. Together for business. Together for better. **About the Role:** Our Private Client Advisor will work with the high and ultra-high net wealth individual,… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Requirements What We're Looking For + Bachelor's degree and 2+ years in client service (wealth management preferred) + Experience with broker-dealer platforms ... Description Join a people-first, high-touch wealth management firm with over 15 years of advisory...with over 15 years of advisory experience and a client base built almost entirely on referrals. We're a… more
- Bank of America (Irvine, CA)
- …goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision ... **Skills:** + Account Management + Business Acumen + Customer Service Management + Client Management + Portfolio Management + Referral Identification… more
- Bank of America (Beverly Hills, CA)
- …goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision ... **Skills:** + Account Management + Business Acumen + Customer Service Management + Client Management + Portfolio Management + Referral Identification… more
- American Express Global Business Travel (Sacramento, CA)
- …leader at Amex GBT, capable of leading one of our largest and most strategic global client and a client management team across the globe. To drive ... **What You'll Do:** + Developing a motivated, highly focused, inspired, and engaged Client Management team, with high will to retain and grow their client … more
- Principal Financial Group (San Francisco, CA)
- …opportunities and career path towards roles related to sales, consultant relations, client management . + Competitive pay, bonus, benefits, and professional ... This is an excellent opportunity to build a career in asset management distribution if you are interested in financial markets, investment capabilities and… more