- IBM (San Francisco, CA)
- …pipeline on a rolling basis, build references and case studies * * Establish client value propositions that tie key strategic, financial , and operational metrics ... roadmaps and lead/participate in large transactions * Evangelize HCS service offerings as a change agent for early engagement,...basis, build references and case studies * * Establish client value propositions that tie key strategic, financial… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …as needed or assigned. Qualifications: + At least five years of Client Service experience + Bachelors degree or equivalent experience preferred ... reporting back to client Handle higher level client issues, conversation and partner concerns. +...large audiences + Ability to remain organized and document client service requirements for multiple clients simultaneously… more
- IBM (San Francisco, CA)
- …maintain pipeline on a rolling basis, build references and case studies. Establish client value propositions that tie key strategic, financial , and operational ... maintain pipeline on a rolling basis, build references and case studies. Establish client value propositions that tie key strategic, financial , and operational… more
- TEKsystems (San Diego, CA)
- Description Seeking a Client Support Associate for a financial services organization in El Segundo or San Diego, CA. This individual will deliver world class ... customer service and handle complex and escalated issued from representatives...internally and externally. * Show an understanding of the financial services industry and our role in… more
- Synchrony (Costa Mesa, CA)
- …Ability to influence across all levels of organization + Credit card or other financial services marketing experience + Collaborative team player with ability to ... Leader, the AVP Luxury Marketing will be responsible for leading the client marketing relationship management of assigned clients. The selected marketer will be… more
- Maxim Healthcare (Monterey, CA)
- …relevant issues EOR Program Specific Duties & Responsibilities: + Completes quarterly customer service calls + Attends client service planning meetings as ... participants' ability to manage their care, and provide customer service . To support this market's client population,...admissions/intakes as directed by the management team + Ensures client 's hours/ services are authorized by the Payor… more
- Charles Schwab (San Francisco, CA)
- …anticipate tomorrow's opportunities, pioneering solutions that position Schwab as a leader in financial services innovation. We are seeking a Senior UX Designer ... to lead Schwab's GenAI client experience. This lead will partner closely...with all levels of the organization + Familiarity with financial services and the regulations that apply… more
- JPMorgan Chase (San Francisco, CA)
- …Capabilities, Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66 and Insurance ... your career to the next level. As a National Client Banker, you are responsible for advising families on...coverage markets. You will use your knowledge of investments, financial planning, credit and banking to both advise current… more
- Google (Mountain View, CA)
- …partnerships. + Ability to communicate in Japenese fluently to support client relationship management in this region. **Preferred qualifications:** + Master's degree ... industry. + Ability to identify potential business opportunities, assess financial /business benefit, structure agreements, and discuss terms with strategic partners.… more
- Umpqua Bank (Sacramento, CA)
- …Allocation concepts and Investment related products and services . + Ability to partner with colleagues to identify and service unique clients' needs. + ... and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best...acquire, and retain relationships. The PCA leads our team-based service model, ensures the delivery of our client… more