- Cennox (Los Angeles, CA)
- …to completion + Construction Site Surveys + Budgeting and Proposals + Client Negotiations + Subcontractor onboarding and management + Project Scheduling ... Materials ordering and management + Staff scheduling and management + Invoicing + Client escalations + + All other duties as assigned Job Requirements: +… more
- CBRE (Los Angeles, CA)
- …for accounting, finance, investment accounting, treasury, operational controls assurance, onboarding & client management, product and/or investor services ... + Self-motivated with good written and verbal communication skills + Strong work ethic and proactive with a positive attitude + Attention to detail, accuracy and good time management + Good MS Office skills including Word, Excel, Outlook and PowerPoint + The… more
- City National Bank (Los Angeles, CA)
- …Banking Strategy. Provides expertise in all aspects of providing exemplary client service. Successfully completes Onboarding Workshops, and all relevant ... Works with clients to ensure inquiries/issues are resolved, and analyzes client needs for cross-sell opportunities. Provides accurate and timely responses to… more
- UMB Bank (Sacramento, CA)
- …ensure a working knowledge of customer base and act as backup for complex client relationships and onboardings + Lead onboarding discussions and provide sales ... + Prepare pre-call planning prep and materials for TM client and prospect meetings + Coordinate proposal responses and...demos for Treasury and Payment Solutions applications + Coordinate Onboarding of new accounts and new TM services for… more
- CBRE (San Francisco, CA)
- …This is a new position and the initial focus will be on facilitating the smooth onboarding of new client accounts to CBRE. Over time, the role will evolve into ... leader with a passion for navigating complex transactions and ensuring seamless client transitions? **CBRE is actively seeking a dynamic and experienced Senior… more
- Atlas Technica (CA)
- …now! The Project Engineer role, at Atlas Technica, is a detail-oriented, highly visible, client -facing role focusing on onboarding new clients and is expected to ... as well as provide outbound customer advisories for technical onboarding in a rapidly growing fast-paced environment. The Project...security solutions as well as transition work plans for client startups and existing client infrastructures. +… more
- City National Bank (Studio City, CA)
- … client relationship after the sale. This will include consultation, planning, onboarding and execution to ensure the client achieves full operational value ... * CLIENT SUCCESS SENIOR MANAGER * WHAT IS THE...TO SUCCEED? *Required Qualifications** * Minimum of 6 years onboarding in a SaaS technology environment * Minimum of… more
- US Bank (Los Angeles, CA)
- …The manager ensures operational excellence, compliance, and a superior client experience throughout the account opening process. **Key Responsibilities:** ... Consultants, Operations, Private Wealth Advisor) to facilitate timely account setup. + ** Client Relationship Management** + Serve as the initial point of contact for… more
- JPMorgan Chase (Apple Valley, CA)
- …with $4 trillion in assets under management. Our Retirement Americas Client business provides high-quality investment management and employer recordkeeping solutions ... better outcomes for their plan participants. As the External Retirement Plan Client Advisor (RPCA), you will focus exclusively on supporting Financial Advisors (FAs)… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client 's team. In this role, you will play a key part in ... delivering outstanding client experiences while managing a range of financial services...and personalized communication. * Guide new clients through the onboarding process to ensure a seamless and welcoming experience.… more