- City National Bank (Encino, CA)
- …to work directly with clients on a daily basis in handling all areas of client service , operational tasks, and sales consultation. Expert in all aspects of ... providing exemplary client service and assisting clients with any...colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions… more
- Leap (Santa Clara, CA)
- …leading community activations. Position Requirements + Proven experience in retail or customer service , ideally within boutique, premium, or lifestyle brands, ... Client Engagement: Achieves high Net Promoter Scores (NPS) and client retention through personalized outreach and relationship-building. + Operational… more
- Veolia North America (Hollister, CA)
- …Participate in client meetings, special award programs, and professionally handle client service issue resolution. Assist with regulatory agency reports and ... needs, requirements, and feedback to incorporate into project deliverables. Administer client contracts to ensure compliance, customer satisfaction, and prompt… more
- American Express (CA)
- …analytical skills + Ability to effectively leverage internal resources + Strong customer service skills and responsiveness + Polished, professional negotiation ... business plans that incorporate strategies and actions for: (1) Penetrating customer relationships across business units, service units, and global/regional… more
- BMO Financial Group (San Francisco, CA)
- …to identify new opportunities and deliver a differentiated experience. Our customer -centric approach prioritizes client goals through financial planning, ... + Uses a consultative sales process to develop strong customer relationships; acts as client 's trusted advisor...maintain acceptable asset and credit quality. + Executes quality customer review meetings for retention and relationship… more
- The Cigna Group (Walnut Creek, CA)
- …financial and market objectives while providing the very best in products and customer service ; maintains strong external relationships with key broker and ... the marketplace will be by retaining, deepening and adding client and customer relationships all the while...bottom-line growth, including the advancement of market goals for customer growth, account retention and rate execution.… more
- Elevance Health (Costa Mesa, CA)
- …responsible for managing and coordinating account service activities as the primary customer contact for retention of Labor and Trust group business. May ... Defines and oversees the execution of account management and retention strategy for a defined book of accounts. +...business opportunities either directly with a broker/consultant or potential client , or through a team approach with field office… more
- City National Bank (Los Angeles, CA)
- …with the objectives of the division and the Bank to retain and deepen client relationships. * RETENTION Calling Efforts: Actively works with existing clients and ... Property Management, Commercial Property Management, 1031 Exchange Accommodators, and Contractor Retention Escrows business segments for City National Bank. This key… more
- City National Bank (Beverly Hills, CA)
- …comprehensive training sessions and supporting the line unit's business development and client retention efforts. * Coordinates and manages the preparation and ... the designated customer and prospect base. Conduct customer /prospect needs analysis and develop proposed service ...client proposals. Responsible for completion and submission of client service agreements and ensures that all… more
- HUB International (Encino, CA)
- …provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention , maintaining strong carrier ... a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our...aspects of carrier renewals for assigned clients + Maintains client relationships, supports client retention ,… more