- Fiserv (San Francisco, CA)
- …are responsible for overseeing and managing the business partnership with assigned client (s) including all levels of client stakeholders including executives ... management and consultative perspectives. Serving as the primary contact for the client 's stakeholders and executive leaders, the Delivery Executive will drive the… more
- Umpqua Bank (Encino, CA)
- …**About the Role:** The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. ... to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Also… more
- Pacific Program Management (Sunnyvale, CA)
- …and implementation of commercial real estate projects on behalf of the client , using established processes, experience, and expertise. This individual has an ability ... exceptional customer service, teamwork, and attention to detail to ensure client satisfaction. They can deal with ambiguity and conflict while maintaining… more
- Bank of America (Pleasant Hill, CA)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... + Recommends banking and investments strategies that align with client financial goals and needs + Triages client...or any other factor that is irrelevant to the performance of our teammates. To view the "Know your… more
- WTW (San Francisco, CA)
- …of multi-country issues based on context knowledge of trends and innovative multi- client solutions. As an HR Mergers & Acquisition Associate Director, you will ... and day-to-day communication liaison with our clients, trouble shoot issues, create client deliverables, contribute to client management and new business… more
- Bank of America (Redding, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...or any other factor that is irrelevant to the performance of our teammates. To view the "Know your… more
- Fifth Third Bank, NA (El Segundo, CA)
- …+ Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources ... etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect. + Responsible for planning and conducting relationship strategy… more
- Raymond James Financial, Inc. (San Diego, CA)
- …learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with ... provide clients with sound financial advice and counsel consistent with the client 's objectives, time horizon, and risk tolerance. In addition, the requirements of… more
- WTW (Irvine, CA)
- …life, disability, voluntary benefits, etc. You will interface with vendors and client teams, help prepare client deliverables, and ensure quality standards ... in the industry. **The Role** + Is an active member on multiple employer client teams providing financial analyses, outputs and client deliverables across a… more
- ABM Industries (Los Angeles, CA)
- …and proactive Project Manager to oversee janitorial operations across multiple client sites. This role is responsible for ensuring high-quality service delivery, ... maintaining compliance with health and safety standards, and fostering strong client relationships. The ideal candidate will have experience in janitorial services,… more