- Cushman & Wakefield (Los Angeles, CA)
- …Strategy Director will actively lead and engage with a cross functional group of service lines to assist the client in achieving front-end retail delivery ... evaluate and assess team structure, tools and processes to deliver best in class service . Client relationship development and management will be critical to both… more
- Bank of America (Irvine, CA)
- …members **Skills:** + Account Management + Business Acumen + Customer Service Management + Client Management + Portfolio Management + Referral Identification ... investment management, or relationship management. Key responsibilities include providing quality client service , and operations support and executing problems… more
- Bank of America (Beverly Hills, CA)
- …members **Skills:** + Account Management + Business Acumen + Customer Service Management + Client Management + Portfolio Management + Referral Identification ... investment management, or relationship management. Key responsibilities include providing quality client service , and operations support and executing problems… more
- Banfield Pet Hospital (Apple Valley, CA)
- …retention. . Create a say yes culture by driving access to care and superior client service resulting in meeting or exceeding client experience scorecard ... aligning with our six domains of quality (safe, effective, patient/ client centered, timely, efficient and equitable care.) The Area...The Area Chief of Staff partners with the Practice Manager (if applicable) to drive the culture and delivery… more
- Banfield Pet Hospital (Walnut Creek, CA)
- …retention. + Create a say yes culture by driving access to care and superior client service resulting in meeting or exceeding client experience scorecard ... aligning with our six domains of quality (safe, effective, patient/ client centered, timely, efficient and equitable care.) The Area...The Area Chief of Staff partners with the Practice Manager (if applicable) to drive the culture and delivery… more
- Bank of America (San Diego County, CA)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... at least one year experience working in the financial service industry and/or a sales environment where goals were.../ Secondary School or equivalent Skills: * Advisory * Account Management * Client Experience Branding *… more
- Bank of America (Pleasant Hill, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... at least one year experience working in the financial service industry and/or a sales environment where goals were...Counselor (CRPC). + Obtained your insurance licenses **Skills:** + Account Management + Advisory + Client Experience… more
- Bank of America (Oxnard, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... at least one year experience working in the financial service industry and/or a sales environment where goals were...Counselor (CRPC). + Obtained your insurance licenses **Skills:** + Account Management + Advisory + Client Experience… more
- Bank of America (Chico, CA)
- …to progress to the next phase as an advisor + Builds relationships with internal service providers based on client needs and asset thresholds + Manages risk ... and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client … more
- Bank of America (San Francisco, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... at least one year experience working in the financial service industry and/or a sales environment where goals were...Counselor (CRPC). + Obtained your insurance licenses **Skills:** + Account Management + Advisory + Client Experience… more