- ThermoFisher Scientific (Carlsbad, CA)
- …Partner closely with internal business partners assigned to accounts to ensure client satisfaction, provide insights into relationship management and operations, ... you will drive revenue growth by aligning with business strategies, anticipating client needs, and identifying market opportunities to achieve annual sales targets.… more
- Tradesmen International, Inc. (Pasadena, CA)
- …for locating and bringing in new business, as well as maintaining Client relationships that increase the usage of Tradesmen International's services and workforce. ... sales goals set by the Company. + Communicates detailed Client needs to the Operations team. + Generates sales...their place of business.Educates Prospects and Clients about the relationship between the use of a highly skilled variable… more
- International Rescue Committee (Oakland, CA)
- …providers), aids in developing supports and referrals that are responsive to client needs, supports strong data collection, and otherwise supports client ... management services that are culturally appropriate, strengths-based, trauma-responsive, and client -centered. The CAPIT Senior Complex Case Social Worker regularly… more
- Conduent (Los Angeles, CA)
- …every day. **Director, Account Management - Tolling** **Are you a strong relationship manager with experience supporting tolling operations?** **Do you excel ... Proven experience managing transportation, tolling, or public sector accounts + Excellent client relationship and stakeholder management skills + Ability to… more
- Bank of America (Chico, CA)
- …Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments ... Management + Client Management + Client Solutions Advisory + Relationship Building +...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- JPMorgan Chase (Los Angeles, CA)
- …will need to learn about the various products and platforms (investment, insurance , charitable, educational) available to Private Client Advisors in order ... The Private Client experience at JP Morgan offers a pathway...about the value Wealth Planning can bring to a relationship and work with them to develop business opportunities… more
- Banc of California (San Luis Obispo, CA)
- …received and reviewed. + Confirms and coordinates insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance ... + Senior Loan Administrator collaborates closely and effectively manages expectations with client , Relationship Managers, and others on the loan team to… more
- Bank of America (San Jose, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... personal relationship with their advisory team committed to their needs....knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance , Income Tax Planning, and Investment Management and a… more
- MarketSource (Aliso Viejo, CA)
- …an MDL you are responsible to visit the assigned locations, manage the local client relationship , and increase sales and revenue of products and services through ... and employees * Communicates progress and opportunities with District Manager and client leadership o Meets regularly...the needs of the business. * Ability to address client concerns. * Excellent communication and relationship … more
- Umpqua Bank (Walnut Creek, CA)
- …moderate-to-complex enterprises with revenues greater than $5 million. Collaborates with Client Solutions Managers ("CSMs") and Relationship Managers to ... place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive....CSM as part of training and development, with Underwriting Manager and Market Director mutual approval. + May oversee… more