- S&P Global (San Francisco, CA)
- …Partner with Pre-Sales Engineers and Product Specialists to tailor solutions to client needs. + Maintain accurate pipeline management , forecasting, and territory ... manage working capital, and build resilient supply chains. You'll own strategic client relationships and drive transformational impact and gives you the opportunity… more
- APTIM (Concord, CA)
- **Job Overview:** APTIM is currently seeking a Compliance Specialist in California for our Solid Waste Services Group in the Concord CA area to support our exciting ... portfolio of projects. The ideal candidate will have experience...and special studies + Lead the development, implementation, and management of Storm Water Pollution Prevention Plans (SWPPP) and… more
- Robert Half Accountemps (Concord, CA)
- Description We are looking for a detail-oriented Credit Specialist to join our client in Concord, California. In this Contract-to-Permanent position, you will ... across multiple branch locations. * Maintain accurate and up-to-date customer portfolio information. * Process customer refunds in compliance with company policies.… more
- Vanguard (Oakland, CA)
- Vanguard Personalized Indexing (VPI) provides professional portfolio management services to Registered Investment Advisor (RIA) firms and wealth managers who ... resolve issues with account performance, and own all composite performance management , reporting, and compliance processes, including VPI's annual Global Investment… more
- NTT America, Inc. (Sacramento, CA)
- …members + Generate sales pipeline and Upsell NTT opportunities from existing US client base + Collaborate with other NTT OpCo executives and be directly accountable ... Brokers to extract critical technical and business drivers that may position client deliverables + Maintain familiarity with competitive offerings in order to… more
- Banc of California (Santa Ana, CA)
- …customers and employees. + Actively anticipates, identifies and manages program risk and client portfolio risks within position scope and across company. + ... relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of… more
- Oracle (Sacramento, CA)
- …the existing OCI AI PaaS go to market plan with specifics related to your portfolio of accounts. + You will be responsible for the full sales cycle from qualified ... customer organizations adopt valuable AI capabilities. + You will nurture client relationships by building trust, providing technical support, and developing… more
- AIG (Los Angeles, CA)
- …premium audit, credit and legal to develop and maintain a profitable portfolio of primary accounts business. + Adhering to underwriting rules and guidelines. ... product lines to provide full product support to the client . + Strong relationships with brokers to ensure a...and relationship building skills. + Good organizational and time management skills. Ability to handle multiple tasks concurrently within… more
- US Bank (Los Angeles, CA)
- …transactions necessary to support the banks standby letter of credit portfolio in accordance with applicable regulations, policies and procedures. Services include ... terms and text to meet the needs of specific client transactions. + Capable of drafting the more complex...and finalize complex Standby Letters of Credit + Advises management on developments that impact the department **Basic Qualifications**… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist - Wealth Management $80-90K + Bonus + 6% 401(k) Match | San Francisco (Hybrid) Jennifer Fukumae with Robert Half ... boutique wealth management firm to hire a Client Service Specialist . This team supports ~700...distributions, donations, and cost-basis research + Keep CRM and portfolio systems updated and accurate + Assist with quarterly… more