- City National Bank (Los Angeles, CA)
- …insurance. * Collaborate with Relationship Managers and Loan Officers to support client onboarding and ongoing portfolio reviews. * Evaluate and verify ... risk management, preferably in a financial institution setting. * Previous client -facing roles is preferred. *Additional Qualifications* * Project Management skills,… more
- City National Bank (Los Angeles, CA)
- …* Ability to fulfill and complete full loan transactions and assists in overall client onboarding . * Ability to collaborate across all internal LOBs partners ... entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal… more
- Robert Half Finance & Accounting (Belmont, CA)
- …to ensure effective communication and support for transactions, including due diligence and client onboarding . * Lead and develop the accounting team by hiring, ... all accounting activities, including accounts payable and receivable reviews, client distributions, and supervising bank reconciliations. * Provide accounting… more
- Mastercard (San Francisco, CA)
- …them achieve their long-term objectives. Lead and manage the end-to-end lifecycle of client success, from onboarding to growth, ensuring alignment with client ... **Title and Summary** Sr. Specialist Customer Success Overview The Client Success team is looking for a Senior Analyst,... Success team is looking for a Senior Analyst, Client Success Management (CSM) to act as the strategic… more
- Evolent (Sacramento, CA)
- …Engineer with expertise in data integration to support the full lifecycle of client onboarding and data pipeline development. This role involves configuring ... systems, resolving implementation issues, and building scalable data workflows using SQL, SSIS, ADF, and Python. **Responsibilities:** + Support the full implementation lifecycle: development, testing, deployment, and go-live. + Troubleshoot and resolve… more
- Always Best Care Senior Services (Pleasanton, CA)
- …Care's services in the Pleasanton area Coordinate with the office team to support client onboarding and care coordination Track activity and progress using CRM ... tools Represent the company professionally at events, meetings, and in the field. Ideal Candidate: 1-2 years of sales experience Experience in home care or care coordination is highly preferred Confident communicator who is comfortable hearing "no" and can… more
- Adecco US, Inc. (Burbank, CA)
- …+ Act as the main point of contact with studios on behalf of the client . + Manage studio onboarding for AVOD workflows within client -specific portals. ... responsible for coordinating orders and projects for a Media client in the Burbank, CA area! This is a...Participate in recurring meetings including: + Monthly syncs with client Business Teams + Weekly standups with vendors +… more
- Semios (Shasta Lake, CA)
- …and PCA customers by delivering a high level of product knowledge, proactive client engagement, and structured onboarding support. The CSR ensures clients are ... a focus on job workflows, digital crop planning, compliance submittals and client -facing service delivery. + Develop tailored onboarding and engagement plans… more
- Cengage Group (Los Angeles, CA)
- …Operations Manager is responsible for guiding new corporate clients through post-contract onboarding processes and managing client succes and service delivery ... every day. To learn more, please see https://www.cengagegroup.com/about/inclusion-and-diversity/ **The Client Operations Manager will:** This role will work to… more
- Datavant (Sacramento, CA)
- …Retrospective Risk Adjustment Coding Product Suite + **Execution & Delivery** + ** Client Data Management:** Oversee secure and compliant onboarding and ... and no security incidents + ** Client Experience** + Client feedback on data onboarding process and timelines + Adoption of standard data specifications… more