- Bank of America (San Francisco, CA)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... Additionally, the MPWCRM serves as the Lead and Referral Coordinator for the market and manages...responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded… more
- Hyundai Autoever America (Costa Mesa, CA)
- …Key Responsibilities + Lead various projects related to account management, client service , and partner management. + Create/manage customer pricing model ... service -related inquiries and requests from clients and partners. Facilitates and lead new service -related contract development / amendments with clients, HMG… more
- WTW (Los Angeles, CA)
- … relationships, strategy development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client service activities and ... member for others within your IVD, or an ACA Leader . Note: Employment-based non-immigrant visa sponsorship and/or assistance is...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- Bank of America (Palo Alto, CA)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to… more
- HUB International (Newport Beach, CA)
- …their health and welfare programs. The Employee Benefits Small Business Unit (SBU) Client Service Manager oversees the Small Group Account Managers. This ... a positive and mutually supportive working environment, to provide the best possible client service and producer support. + Develops and shares comprehensive… more
- WTW (San Francisco, CA)
- …agreements to clients. + Design and deliver full client presentations/proposals, client advocacy reports, client service plans, and schedules. + ... for both primary and excess policies. If you are client -centric, interested in affiliating with an industry leader...for marshaling Willis Towers Watson resources to provide coordinated service and placement activities that meet the client… more
- ADP (San Dimas, CA)
- ADP is hiring a ** Client Service Manager - Tax in...business partner to other groups within ADP. You will lead the daily activities of the team to ensure ... support your team so they can provide the best client service for payroll tax needs. You...payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise.… more
- Terracon (Carson, CA)
- …services. Terracon's growth is due to our talented employee-owners exceeding expectations in client service and growing their careers with new and exciting ... **33679BR** ** Service Line:** Client Development **Office Name:**...and supporting our team to win new projects. + Lead safety efforts for team and ensure team follows… more
- JPMorgan Chase (San Francisco, CA)
- …or more years of financial services experience. + Demonstrated experience delivering exceptional client service to an affluent client base. **Preferred ... Are you ready to lead a team towards redefining client ...of a group of Specialists dedicated to delivering unparalleled service . As the Client Experience Manager within… more
- US Bank (Los Angeles, CA)
- …clear communication regarding requirements, timelines, and next steps. + Deliver exceptional client service to build trust and encourage long-term relationships. ... Trust, and Investment teams to align account setup with client objectives. + Partner with Market Leader ,...with client objectives. + Partner with Market Leader , Market Director, Wealth Advisors, Bankers to ensure smooth… more