- City National Bank (Pleasanton, CA)
- …of the branch. 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
- Principal Financial Group (Modesto, CA)
- …regional sales offices by building partnerships with our financial professionals, accurately onboarding new client accounts, managing account openings and asset ... for new business protocols and technology fundamentals. + Assist in the onboarding of new clients by accurately preparing and processing insurance, annuity, and… more
- Amalgamated Bank (San Francisco, CA)
- …of Commercial Banking on service issues, sales service strategy and overall client portfolio management. + Provide onboarding support, mentoring and training ... a team of Account Executives and Account Support Administrators and will provide client service and support within the Commercial Banking division. By joining our… more
- Moss Adams LLP (San Francisco, CA)
- …and household relationships to support engagements, triage and resolve issues in onboarding + Support client projects/major purchases with research, analysis, ... timely and accurately. Individuals in this role also proactively monitor a client 's financial situation to manage cash, support capital calls, and provide research… more
- Cennox (San Bernardino, CA)
- …to completion + Construction Site Surveys + Budgeting and Proposals + Client Negotiations + Subcontractor onboarding and management + Project Scheduling ... ordering and management + Staff scheduling and management + Invoicing + Client escalations Job Requirements: + Construction Project Management experience (5 years… 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 AGILLINK* WHAT IS THE...management, development and evaluation * Minimum of 6 years onboarding in a SaaS technology environment * Minimum of… 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
- BlackRock (San Francisco, CA)
- **About this role** **Aladdin Client Transformations - Front Office** **What we do** BlackRock's business is investing on behalf of our clients, from large ... growing rapidly, with the volume and complexity of new client deals and strategic partnerships growing each year. We...Aladdin product changes and configurations, as related to Aladdin onboarding + Comfort with periodic travel across the Americas… more
- CDM Smith (Concord, CA)
- …Unit:** NAU **Job Description:** CDM Smith has a new opportunity for an experienced Client Service Leader to lead client engagement and business development for ... who will help continue this tradition through both the management of existing client portfolios and the development of strategies to grow business with new clients.… more
- LinkedIn (San Francisco, CA)
- …provides. Strategic Accounts, LinkedIn Marketing Solutions, is searching for a Sr. Client Solutions Manager to manage relationships with our largest and often most ... can provide more value to our clients. The Sr. Client Solutions Manager will be measured by their ability...+ Support customer communication and education including a best-in-class onboarding experience and ad hoc platform education needs. +… more