- HUB International (San Diego, CA)
- … team provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively manage ... their health and welfare programs. The Employee Benefits Client Service Manager oversees the Account Executives. This position may also assume the duties and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …projects, process improvements, and firm-wide priorities What You Bring + Experience in client service within wealth management , investment advisory, or a family ... Description Senior Client Service Associate - Multi-Gen Family Office San...execution + Partner with the investment team on cash management , portfolio implementation, and reporting needs + Provide cross-functional… more
- Bank of America (Los Angeles, CA)
- …goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision ... Wealth Management Specialist Los Angeles, California **To proceed with...candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to… more
- AC Disaster Consulting (Bakersfield, CA)
- … field. Experience/Education Preferred: + 7+ years of experience in account management , client services, or consulting-preferably in the public or nonprofit ... leading, national consulting firm that provides compassionate, full-spectrum emergency management services including planning and preparedness, response, recovery, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate. You will support an ... clients and prospects. You'll play a critical role in relationship management , operations, client communication, and day-to-day advisory support. What… more
- Bank of America (Santa Maria, CA)
- …Customer and Client Focus + Client Experience Branding + Client Solutions Advisory + Conflict Management + Referral Identification + Relationship ... FC Client Service Representative - Santa Maria Financial Center...Building + Account Management + Business Acumen + Business Development + Critical… more
- Robert Half-Robert Half Corporate (San Jose, 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** Practice Director (Robert Half Management Resources) **LOCATION** CA SAN JOSE **JOB DESCRIPTION**...than 75 years, our history of success and strong client relationships provide a level of stability few companies… more
- Capital One (Sacramento, CA)
- …and best practices Basic Qualifications: + At least 12 years of experience in a strategic client facing sales or account management roles + At least 8 years of ... Director, Client Development Affiliate Marketing - Capital One Ad...sales leader with product, data, sales, and strategic account management experience, to help integrate and create bespoke solutions… more
- Capital One (Sacramento, CA)
- …and open communication Basic Qualifications: + At least 6 years of experience in a client facing sales or account management role + At least 5 years of ... Manager, Client Development Affiliate Marketing, Capital One Ad Solutions...detail-oriented individual with product, data, sales, and strategic account management experience, to help integrate and create bespoke solutions… more
- City National Bank (Beverly Hills, CA)
- …efforts. * Coordinates and manages the preparation and presentation of treasury management client proposals. Responsible for completion and submission of ... existing client relationships. Maintain current knowledge of all treasury management products and services offered. WHAT WILL YOU DO? * Uses proactive,… more