- Cengage Group (Los Angeles, CA)
- …and direct operations team to achieve business targets; including student/candidate tracking and client reporting data and metrics. + Vet and prepare trainees ... every day. To learn more, please see https://www.cengagegroup.com/about/inclusion-and-diversity/ **The Client Operations Manager will:** This role will work to… more
- BlackRock (San Francisco, CA)
- …needed. + Integrate CMS clients with the BlackRock technology stack to deliver client reporting and marketing support. + Build strong relationships with sales, ... will require a strong combination of leadership, investment, and client interpersonal skills. **As a CMS Client ...and client interpersonal skills. **As a CMS Client PM, you will be encouraged to:** **Support clients… more
- Forward Air (Irvine, CA)
- …prepare documentation such as receipts and BOLs, and assist with billing and client reporting . This position requires strong organizational skills, attention to ... complexities of their entire supply chain, from factory to customer. Position: Client Success Administrator Compensation: $22.00 - $25.00 / Hour Job Description: The… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …resolve operational issues promptly. + Prepare reports and assist with quarterly client reporting . + Maintain CRM and portfolio management systems (Salesforce, ... with JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're seeking a...Service Specialist About the Role We're seeking a skilled Client Service Specialist to join a boutique wealth management… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …resolve operational issues promptly. + Prepare reports and assist with quarterly client reporting . + Maintain CRM and portfolio management systems (Salesforce, ... could be the perfect next step in your career. Client Service Specialist About the Role We're seeking an...Service Specialist About the Role We're seeking an experienced Client Service Specialist to join a boutique wealth management… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …to resolve operational issues + Prepare reports and assist with quarterly client reporting + Maintain CRM and portfolio management systems (Salesforce, ... to JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're looking for...Specialist About the Role We're looking for an experienced Client Service Specialist to join a boutique wealth management… more
- Sedgwick (Sacramento, CA)
- …designated authority. + Communicating claim activity and processing with the claimant and the client . + Reporting claims to the excess carrier and responding to ... Workplaces in Financial Services & Insurance Workers Compensation Claims Examiner | Dedicated Client | NY Licensing Required | Remote Are you looking for an… more
- 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
- Terracon (Laguna Hills, 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
- Cushman & Wakefield (San Francisco, 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