- Sharecare (Sacramento, CA)
- …www.sharecare.com. **Job Summary:** The Payor Data Analyst ensure consistent and effective management of client data within existing Sharecare processes, works ... follows governance for Audit Data analytics, responsible for the management and quality control of datasets in preparation for...production and reporting usage. Serves as a SME on client level data, data submission and ingestion processes and… more
- Robert Half Office Team (San Diego, CA)
- Description About the Company Our client , a respected wealth management company, is seeking a professional and reliable Part-Time Front Desk Receptionist to ... is ideal for someone with excellent communication skills and a polished, client -facing demeanor who enjoys creating a welcoming experience while managing front desk… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and relationship-building skills. Responsibilities + Act as primary contact for client communications and relationship management . + Review portfolios and ... Francisco office. This firm manages more than $30B in client assets across 2,000+ families and is committed to...years of experience at an RIA or comparable wealth management firm, with direct exposure to HNW clients. +… more
- Charles Schwab (San Francisco, CA)
- … client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial ... Schwab's Wealth Advisory team embodies our firm's commitment to client -centric approach. Schwab Wealth Advisory is a premier, fee...to continue to build a strong foundation in wealth management and sets you on the path to becoming… more
- Xerox (Los Angeles, CA)
- SLED Client Executive, IT Solutions - Sales **General Information** Press space or enter keys to toggle section visibility City Anaheim, Los Angeles, San Diego ... tomorrow. Today, Xerox is continuing its legacy of innovation to deliver client -centric and digitally-driven technology solutions and meet the needs of today's… more
- Citigroup (Rolling Hills Estates, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker teams. + Appropriately… more
- Cushman & Wakefield (Irvine, CA)
- …and dispute resolution for client and C&W + Provide leadership and active management of a client -first culture: + Build highly engaged, top talent workforce ... with the account planning process, develop an overall vision for to increase client value and C&W service delivery and revenue growth across service lines, which… more
- Allied Universal (San Jose, CA)
- …promptly. + Follow all site-specific instructions and protocols as directed by management or client representatives. **What We're Looking For:** + Availability ... Do:** + Use our proprietary scheduling platform to claim open shifts at client sites + Support operations across a range of environments including commercial real… more
- Cornerstone Caregiving (Ontario, CA)
- …Assessments: Build strong client relationships, conduct intakes, and ensure client satisfaction. + Financial Management : Oversee office budget that is ... reflected in profit and loss statements. + Cultivating Culture: Creating the workplace of choice for your territory. Set your own standard through incentivizing, motivating, and setting the tone of your team morale. Qualifications and Skills + A proven leader… more
- Frontdoor (Sacramento, CA)
- …with different types of customers and clients + Exceptional analytical skills for analyzing client data + Time management and multitasking skills in order to ... events. + Responsible for keeping current partners satisfied and delivering exceptional client service on a day-to-day basis. + Help partners through email, phone,… more