- Robert Half Finance & Accounting (Menlo Park, CA)
- …tax -Strong supervisor experience (will manage 3 staff) -Excellent communication and client relationship skills Requirements Experience with high net worth ... Strong supervisor experience (will manage 3 staff) Excellent communication and client relationship skills Robert Half is the world's first and largest… more
- Compass Group, North America (CA)
- …+ Set clear performance goals and provide coaching to ensure team success. + ** Client Relationship Management:** + Serve as the senior point of contact for ... The Director of Account Management is responsible for overseeing strategic client relationships, driving account growth, and ensuring exceptional service delivery… more
- Cushman & Wakefield (Irvine, CA)
- …flyers, brochures and other marketing materials as needed for listings **Maintain Client Relationship Management Database:** Maintain and enter new leads and ... consists of execution of work related to commercial real estate transactions and client deliverables. This individual must be a collaborative team player with a… more
- ADP (San Diego, CA)
- … Services, Client Retention Executive, Finance Executive, Director of Marketing, and Client Relationship Executives to assist with specific client issues ... Federal OSHA compliance regulations. This person will effectively evaluate the client 's worksite to determine workplace hazards, evaluate the effectiveness of… more
- Nuveen Investments (San Diego, CA)
- …Sedentary Work **Career Level** 9IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous ... **Wealth Management Coach** The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and… more
- Oracle (Sacramento, CA)
- …year healthcare information technology (HCIT) consulting, HCIT support, project/program management, client relationship management and/or other client -facing ... As an Adoption Manager, you will collaborate with internal and external client stakeholders to execute adoption and efficiency plans to achieve client… more
- BMO Financial Group (Northridge, CA)
- …Collaborates with BMO partners to identify referral opportunities that further grow the client 's relationship with BMO beyond personal banking. + Welcomes and ... position.** Delivers exceptional service to BMO clients and prospects. Identifies client needs and provides advice and guidance regarding financial solutions that… more
- WKND Digital (CA)
- …practices to tailor strategies for each channel while maintaining a unified approach. + Client Relationship & Communication: Serve as a primary point of contact ... optimization. Ensure all strategies are aligned with business objectives and client goals, driving measurable outcomes across digital platforms. + Seamless… more
- IQVIA (San Francisco, CA)
- …a track record of success across the majority of the following competencies: + ** Client Relationship Management and Delivery -** Principal owner of client ... roles that focus primarily within the following core areas: client & project leadership, business development, as well as...main focus of a principal is to deliver outstanding client service, while building trusted relationships with new and… more
- Citigroup (Palo Alto, CA)
- …records including call reports + Assist the Banker in deepening the existing client relationship through deep-dive analysis + Provide accurate and timely revenue ... on Investments + Assist the Banker with prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals to… more