- Robert Half Finance & Accounting (Mountain View, CA)
- … data to presenting custom financial plans. Responsibilities + Participate in client meetings alongside Lead Advisors, collecting and analyzing client ... strategic plans, estate maps, and portfolio reports. + Develop and deepen client relationships through regular communication and proactive service . + Coordinate… more
- Fooda (Los Angeles, CA)
- …and long-term client value. You'll operate as both a hands-on leader and a strategic thinker setting direction, supporting execution, and ensuring every account ... have 8-12 years of experience in account management, operations, or multi-location client support ideally in a service , hospitality, or tech-enabled environment.… more
- Stantec (Los Angeles, CA)
- …continually strengthens skills. Your Capabilities and Credentials - Outstanding client service skills with ability to lead practice members in consistently ... established timeframes and budgets. - Meet technical, contractual, schedule, budgetary and client service objectives for projects. - Apply strong engineering… more
- H&R Block (West Covina, CA)
- …tax office associate positions + Serve as point of contact for onsite escalated client service concerns + Ensure clients are scheduled properly and conflicts are ... environment by training and coaching associates to execute on Service Standards recognizing outstanding associate contributions + Lead...Your Expertise + Prior experience working in a customer service , shift leader , or similar role +… more
- HSBC (San Francisco, CA)
- …through to implementation handover + Work closely with the GPS Implementation, Integration and Client Service teams to ensure smooth transition of client ... GPS sales teams to identify and develop business opportunities, jointly formulate client engagement strategy to deepen HSBC's global cash management wallet share and… more
- City National Bank (West Hollywood, CA)
- …territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal ... tandem with an assigned SFA to provide sales and client and colleague service support coverage. The... and colleague presentations at PBB branch offices and client locations. * Lead discussions about all… more
- Cushman & Wakefield (Sacramento, CA)
- …report on occupancy cost savings and value add analyses Key Competencies Client Service Skills Communication Proficiency (oral and written) Presentation Skills ... + Present transaction activity to client /C&W management + Participate in all client /C&W business reviews + Lead and/or facilitate client meetings +… more
- KBF (CA)
- …size of the clients. This position is a management-level role with the expectation that client service is critical. This role will report to a Director of ... a trusted partner and recognized tax, audit, and advisory leader , providing a comprehensive range of services designed to...a key role in launching and building a new client market for KBF, helping to drive growth in… more
- Ankura (CA)
- …regarding market trends, service offerings, and staffing changes. + Client service activities (administration and project execution) + Effectively ... Ankura's fast-growing global Cybersecurity and Data Privacy Practice offers a full- service suite of cybersecurity and data privacy solutions for clients, regardless… more
- Cognizant (San Francisco, CA)
- **Engagement Delivery Lead - Service Operations** **Work Model:** Hybrid - US and are comfortable with up to 50% travel. **Level:** Director **About Cognizant** ... follow us @Cognizant. **About the role:** The Engagement Delivery Lead - Service Operations is responsible for...leading high-performing delivery teams. This role requires a strategic leader who can redefine the client experience,… more