- Guidehouse (Los Angeles, CA)
- …business for the firm + Proven ability to develop senior-level relationships across the Financial Services client ecosystem + A high level of intelligence, ... of Guidehouse's unique assets in Commercial Financial Services to drive unmatched value to client ...growth + Ability to oversee large, complex, multi-work stream, client service delivery teams ($5M+) and/or manage… more
- Kyndryl (Sacramento, CA)
- …through Digital Workplace Services (DWS), helping Kyndryl's Banking and Financial Services clientele enhance their internal employee experience, workforce ... partner . + Bring consulting experience-preferably in the Banking and Financial Services space-to tailor engagements that resonate with industry-specific… more
- Acxiom (Sacramento, CA)
- The Client Partner - Enterprise Account role serves as the primary post-sale point of contact for a strategic client based on revenue and opportunity size. ... The Client Partner is responsible for their satisfaction and future growth....client business needs to Acxiom products, solutions, and services as well as solutions across the IPG network.… more
- Acxiom (Sacramento, CA)
- The Client Partner serves as the primary post-sale point of contact for clients and responsible for their ongoing growth and satisfaction. Uses in-depth ... + **Consultative:** Ability to engage with clients in a collaborative and client - services mindset to understand their needs, provide expert advice, and… more
- Charles Schwab (Irvine, CA)
- …under a condition of employment_ ) **Preferred Qualifications:** + 3+ years of Financial Services Industry Experience + Strong written and verbal communication ... with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth...Financial Consultant(s) + Ability to uncover and meet client needs and effectively manage client expectations… more
- C&W Services (Santa Clara, CA)
- **Job Title** Director, Client Services (Hard & Soft ...new lines of service within an existing client site or a new business opportunity partner ... Services ) **Job Description Summary** The Director, Client Services is responsible for the operations,...emphasis on the management of overhead, labor, materials, and service contract expenses in order to achieve financial… more
- JPMorgan Chase (San Francisco, CA)
- …years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job...not available in all states. Chase is a leading financial services firm, helping nearly half of… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Requirements What You Bring + 1-3+ years of experience in a client service or operations role within a financial services firm (RIA, broker-dealer, ... Description Client Service Associate Walnut Creek, CA...an integral role in onboarding, account maintenance, and ongoing service . You'll partner closely with advisors, custodians,… more
- Umpqua Bank (Templeton, CA)
- Client Service Specialist Retail Banking Group Templeton, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a ... the first point of contact for most clients, the Client Service Specialist (Teller) plays a key...and referring basic bank products to the appropriate business partner . + Provides an extraordinary client experience… more
- Umpqua Bank (Lakeport, CA)
- Client Service Specialist I Retail Banking Group Lakeport, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a ... the first point of contact for most clients, the Client Service Specialist(Teller)playsa key role in delivering...and referring basic bank products to the appropriate business partner . + Provides an extraordinary client experience… more