- BMO Financial Group (Los Angeles, CA)
- …+ Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the ... a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and… more
- Bank of America (Los Angeles, CA)
- …approves complex credit transactions with some coaching from the CO/Commercial Credit Manager (CCM). The UW leads the credit approval process with assistance from ... for a portion of the monitoring and maintenance activities on an assigned portfolio or market, including a higher composition of complex client relationships.… more
- Bank of America (Los Angeles, 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...learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As… more
- CVS Health (Sacramento, CA)
- …financial objectives. **What you will do** + Under general supervision, manages a portfolio of client accounts, ensuring high levels of customer satisfaction, ... each and every day. **Position Summary** As an Account Manager , you are considered the customers' main point of...retention, and account growth. + Analyzes complex client data, account performance, and market trends to identify… more
- Stantec (Walnut Creek, CA)
- …manager , principal-in-charge, and/or client service lead for projects in your client portfolio . - Apply your knowledge of, and experience in California ... for business development for a geographic area as a client advocate and/or functional expert. - Manage key ...client advocate and/or functional expert. - Manage key client relationships and target key clients and pursuits including… more
- CIBC (Newport Beach, CA)
- …(commercial, capital markets) to orchestrate a cohesive value proposition to a client or prospect. **_At CIBC we enable the work environment most_** **_optimal_** ... existing relationships. + Identify, Source and Lead new high net worth client relationships that utilize CIBC's Private Wealth Platform and solutions which includes… more
- BMO Financial Group (San Ramon, CA)
- …Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant ... for information. + Retains and expands existing relationships to achieve portfolio retention, sales, service, and profitability objectives. + Establishes and… more
- ThermoFisher Scientific (Carlsbad, CA)
- …you will drive revenue growth by aligning with business strategies, anticipating client needs, and identifying market opportunities to achieve annual sales targets. ... and drive performance through well-thought account plans. + **Establish Strong Client Rapport:** build and maintain strong, long-lasting relationships with key… more
- Xerox (CA)
- … client interactions to provide strategic feedback to internal teams, influencing portfolio development and ensuring our offerings meet client demands. . ... Friday, June 27, 2025 Working time Full-time Ref# 20036049 Job Level Manager without Direct Reports Job Type Experienced Job Field PROFESSIONAL SERVICES Seniority… more
- Bank of America (Los Angeles, CA)
- …working with the CO teams in a specific market and is assigned a portfolio of clients. The SUW is typically an individual contributor who reports to a ... CREB Senior Credit Product Manager . However, the SUW pairs with a CO based...existing facilities. The SUW will also advise the CREB portfolio group with any post closing credit actions as… more