- Citigroup (San Francisco, CA)
- …and retention of clients, ensuring the appropriate "Know Your Client " (KYC) and other compliance deliverables are met. + Identifies cross-sell opportunities ... to deepen and increase share of wallet. + Maximizes client experience by proactive sharing markets updates, trend and intelligence + Drives innovation in the… more
- US Bank (Walnut Creek, CA)
- …Description** This position is responsible for the acquisition, expansion and retention of new Payment business, including Merchant, Treasury Management and Card ... receivables and payables business operating cycle analyses for identified client and prospective client relationships. + Provide...Meet or exceed assigned sales and revenue goals and retention objectives. + May assist in the structuring of… more
- Ankura (San Francisco, CA)
- …innovative approach, leveraging data, technology, and analytical thought to address complex client issues. We pride ourselves on a unique combination of technical ... dynamic team. This role will s erve as the client 's point of contact and Bright Labs' day-to-day leader...ensuring that clients understand the implications of on-going data retention relative to their company's policies. + Provide clients… more
- Ankura (Los Angeles, CA)
- …innovative approach, leveraging data, technology, and analytical thought to address complex client issues. We pride ourselves on a unique combination of technical ... are met on time and with the highest quality. Responsibilities: + Serve as client 's point of contact and Ankura's day-to-day leader in the management and execution… more
- Public Consulting Group (Sacramento, CA)
- …lead, build capacity and team capability at an enterprise level to ensure client satisfaction and continued growth. This leader will develop and grow established, ... high-performing functional teams in the areas of program management; client engagement and support; data science; and business analytics in support of PCG's… more
- Veritext Legal Solutions (Los Angeles, CA)
- …with Veritext colleagues while exhibiting Veritext Values + Ensure that all client (internal and external) communications are handled in a professional, timely and ... Understand the nuances of depo notices and upload to Vision; be able to discern client needs from notices and react to needed (but not stated) requirements to ensure… more
- Citigroup (Walnut Creek, CA)
- …risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards **Responsibilities** : ... the branch, providing support in complex transactions and ensuring an exceptional client experience. + Champion risk and control by monitoring day-to-day operations,… more
- Citigroup (Palo Alto, CA)
- …on Investments + Assist the Banker with prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals to ... new clients/prospects, and coordinate client events + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client… more
- Ivy Energy (San Diego, CA)
- …to join our team. The ideal candidate will be responsible for managing important client accounts, building relationships, and acting as the client 's key point of ... clients are satisfied with the services provided, ensuring long-term retention and loyalty. Hybrid position based in San Diego,...based in San Diego, CA. Key Responsibilities + Manage client relationships. Serve as the main point of contact… more
- Citigroup (San Francisco, CA)
- …+ Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals ... to new clients/prospects, and coordinate client events + Client /prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain… more