• Client Service Specialist

    Robert Half Office Team (Alamo, CA)
    …by creating and updating portfolios in internal systems. * Contribute to quarterly client reporting by producing, reviewing, and delivering accurate reports. * ... Description Robert Half's client in Alamo, CA is seeking a dedicated... service procedures to enhance operational efficiency and meet reporting expectations. * Support compliance activities by assisting the… more
    Robert Half Office Team (08/08/25)
    - Related Jobs
  • Client Service Associate

    Raymond James Financial, Inc. (Walnut Creek, CA)
    …and prospecting for new clients. + Prepares various business summary reports and client -specific reporting as needed for review by the financial advisor. + ... software. + Excel, including developing spreadsheets as needed and for ongoing reporting . + Effective communication across multiple client interactive platforms… more
    Raymond James Financial, Inc. (08/09/25)
    - Related Jobs
  • Senior Client Development Specialist

    Terracon (Carson, CA)
    client and major project pursuits. + Oversees the process of managing and reporting client development results. This includes client and project pursuits, ... leadership within multiple offices across the region. This includes managing key client relationships, tracking and reporting of client development… more
    Terracon (08/22/25)
    - Related Jobs
  • Data & Reporting Analyst

    Eliassen Group (Sacramento, CA)
    …http://careers.eliassen.com/zIyZCe + Description + Recommended Jobs **Description:** Our Fortune 500 Client is seeking a Data & Reporting Analyst for ... **Data & Reporting Analyst** **Anywhere** **Type:** Contract **Category:** Data **Industry:**... and analysis and mentor to others. _Due to client requirements, applicants must be willing and able to… more
    Eliassen Group (07/24/25)
    - Related Jobs
  • Client Relationship Manager (Hybrid)

    Broadridge Financial Solutions (El Dorado Hills, CA)
    …with volumes and instructions, attending production planning meetings, communicating progress to the client and providing any reporting back to client Handle ... Broadridge team. Broadridge is growing! We are seeking a Client Relationship Manager to join our team in the...are looking for someone to serve as the primary client liaison for high complexity clients. You will solicit… more
    Broadridge Financial Solutions (07/19/25)
    - Related Jobs
  • Senior Director, Client Success

    Moonbug Entertainment (Los Angeles, CA)
    …informs business decisions and product roadmaps. + Refine and scale best-in-class client onboarding, engagement, and reporting processes. + Oversee the ... Thank you for considering the Senior Director, Client Success role with Moonbug Entertainment, an award-winning...is seeking a strategic and dynamic Senior Director of Client Success to lead our global client more
    Moonbug Entertainment (05/29/25)
    - Related Jobs
  • Regional FM Lead

    Cushman & Wakefield (Los Angeles, CA)
    …and facility management industry * Oversee and ensure the quality of all client reporting by standardizing systems and procedures that assure compliance with ... financial reports to ensure accuracy and completeness and confirm that all client reporting conforms to established reporting standards * Recruit, manage and… more
    Cushman & Wakefield (08/13/25)
    - Related Jobs
  • Project Marketing Communications Specialist 1

    M. C. Dean (San Jose, CA)
    …team members with drafting, editing, and submitting technical papers and white papers for client consumption. ** Client Reporting :** Work with the client ... and project-level metrics. Gather quantitative and qualitative data to support client reporting requirements. Present findings and make recommendations for… more
    M. C. Dean (07/15/25)
    - Related Jobs
  • Sr. Finance Manager (Remote)

    CBRE (Sacramento, CA)
    …will require excellent Client relationships and the ability to meet the strict client and CBRE reporting and MI requirements. **What you'll do:** + Drive ... client relationships. + Hold key relationship with local client . + Ensure reporting consistency and integrity for both internal and external reporting more
    CBRE (08/22/25)
    - Related Jobs
  • Portfolio Manager - Private Asset Management

    TIAA (Sherman Oaks, CA)
    …initiatives. + Maintain accurate records and documentation for audits and client reporting . **Educational Requirements** + University (Degree) Preferred **Work ... implementation of asset allocation strategies. It requires strong market knowledge, client -facing confidence, and the ability to manage portfolios that align with… more
    TIAA (07/31/25)
    - Related Jobs