- Robert Half Finance & Accounting (San Francisco, CA)
- …and maintenance across custodians (eg, Schwab, Fidelity) + Prepare meeting materials, performance reports, and documentation ahead of client reviews + Maintain ... Description Client Service Associate Walnut Creek, CA | In-Office...and growing wealth management firm focused on building long-term client relationships and an exceptional team culture. Jennifer Fukumae… more
- CIBC (San Francisco, CA)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions required ... to support high net worth client portfolios, including researching client inquiries and...books + Update portfolio asset allocation schedules + Run performance reports + Complete securities processing (purchases, redemptions, capital… more
- VCA Animal Hospitals (Rohnert Park, CA)
- …* Direct on-the-job training to develop employee skill sets, advise employees of performance requirements with the standards of client service for the ... Client Service Supervisor We are seeking a highly experienced Client Service Professional to join our leadership team as Client Service Supervisor. Under… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …the way, come join the Broadridge team. Broadridge is growing! We are seeking a Client Relationship Manager to join our team in the El Dorado Hills, CA location. We ... are looking for someone to serve as the primary client liaison for high complexity clients. You will solicit...Display a positive attitude and inspires others for greater performance . + May perform other duties/responsibilities as needed or… more
- CDM Smith (Concord, CA)
- …with local business development activities. * Being responsible of the overall financial performance of projects within a client portfolio. * Being a highly ... CDM Smith has a new opportunity for an experienced Client Service Leader to lead client engagement and business development for water and wastewater municipal… more
- Umpqua Bank (Roseville, CA)
- Client Solutions Manager Commercial Banking Roseville, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique brand ... of opportunities to cross-offer additional solutions that would benefit the client , increase penetration-rates of products & services for the Bank. Leads… more
- Cognizant (Sunnyvale, CA)
- **About the Role** We are seeking a seasoned Client Relationship Manager (CRM) to join our communications, media, and technology (CMT) team supporting a key high ... tech client . In this role, you support the ...eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable… more
- WTW (Los Angeles, CA)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance program level.… more
- Cayuse Holdings (Sacramento, CA)
- …**_EMPLOYEE TYPE:_** Full-Time Salary Exempt **_TRAVEL:_** Yes **_RELOCATION:_** No Our client account leaders build, lead, sell and deliver large, complex, programs ... on building long-term, trusting relationships with our key clients, evaluating client priorities while aligning their interests and Cayuse's capabilities for the… more
- Amazon (CA)
- …teams, including account management, marketing, finance, legal and others, to ensure client success and performance Collaborate with corporate leadership to meet ... for bringing in business and managing deals with our largest and most strategic client prospects - 15,000 employees or more. Over the last decade One Medical has… more