- City National Bank (Los Angeles, CA)
- …OPPORTUNITY? This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This position ... the business that describe how to improve their revenue, profitability, or client satisfaction through enabling technology. * Identify KPI's and produce insightful… more
- City National Bank (Los Angeles, CA)
- …Wires, Checks, ACH, Real Time Payments, Debit Card, Credit Card, and Bill Pay* Client Onboarding, Client Maintenance, Client Statements* Fraud, Risk, and ... Cross-asset and cross-product investments* Management of real time risk, reporting , and escalation* High Profile and High Net Worth..., and escalation* High Profile and High Net Worth Client and Advisor service* Data driven approach to safety,… more
- Educational Testing Service (Sacramento, CA)
- …responsibility for a variety of tasks supporting cycles of internal and client testing (User Acceptance Testing and Operational Trials) prior to systems releases ... testing and operational testing; coordinating/facilitating stakeholder meetings end-to-end; managing client , subcontractor, and vendor relationships; understanding operational processes and… more
- Paladin Technologies (San Francisco, CA)
- Collaborate with the Client Services Team to schedule and dispatch to customer sites for break/fix requests, preventative maintenance as well as small move, add, and ... change (MAC) work. Responsible for documentation & reporting of findings & solutions for each service job...at providing an excellent customer experience. Collaboration with the Client Services Team is vital and critical to the… more
- Grant Thornton (San Diego, CA)
- …contribute yourself at times to ensure these technologies drive exceptional client experiences and business outcomes. Your leadership will bridge technical ... optimization of our portfolio of third-party CSM platforms to support the firm's client service management strategy + Partnering with Experience and other sales &… more
- Bank of America (Los Angeles, CA)
- …deliver the best possible and optimally integrated strategic solution for the client or prospect. The role is balanced between analysis/underwriting of clients and ... and execution of credit solutions, and the management of asset quality. Client facing, the Sr. CPO collaborates with the Multi-Practice Business Development Officer… more
- Fiserv (San Diego, CA)
- …regularly as a key day-to-day point of contact, solving problems, and addressing client pain points to deliver a best-in-class client experience every day. ... sales representative role in RFPs, through to signing new client contracts. + Serve as the primary point of...advisor status. + Experience with eCRM tools, tracking and reporting pipeline, and achieving sales targets. + 8+ years… more
- Burns & McDonnell (Walnut Creek, CA)
- …cost control, contracts, risk, suppliers, proposals, estimates, documentation turnover, client relations/management, field staff and other duties required to execute ... primary point of contact for clients regarding efforts such as client coordination, strategic planning, master scope management, budget finances, subcontracting,… more
- Terracon (Concord, CA)
- …ensure that work is performed timely and cost effectively while meeting our client 's requirements as well as company policies, procedures, and standards. You and our ... and mentor junior staff on quality data generation and reporting . You will have the opportunity to participate in...delivery of services and deliverables, and overall quality and client experience. In addition, you will also participate in… more
- CBRE (Sacramento, CA)
- …and performance. Our account management model is at the heart of our client -centric approach to delivering integrated real estate solutions. Each client is ... compliance, and leading a high-performing team that supports critical infrastructure and client needs. This individual must be located in Chicago, IL, Hoffman… more