- 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 (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
- 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
- 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
- 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
- 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
- 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
- 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
- LTD Global (Livermore, CA)
- …supply orders as needed + Manage specific monthly assignments (eg, reconciliations, certifications, client reporting , CDARS) + Travel to client sites as ... service that fosters lifelong partnerships, delivers innovative solutions, and exceeds client expectations for a world-class experience. This role focuses on… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …o Support our Sales team with ad-hoc marketing materials, product positioning materials and reporting * Client Reporting & Analytics o Maintain and update ... external performance reporting databases and client databases o Analyze the necessary data and respond to data requests from clients or their advisors o… more