- AON (Los Angeles, CA)
- …products to the client where needed. + Draft assigned elements of client service plans, stewardship reports, and other presentations tailored to the needs ... of the audience and the circumstances of the presentation. + Responsible for client service for assigned book of business including billing, policy collection,… more
- Bank of America (San Diego, CA)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities.… more
- Bank of America (Los Angeles, 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
- WTW (Los Angeles, CA)
- …Vertical Divisions (IVD) or Geographical Divisions. + Public Sector & Education, 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
- WTW (Los Angeles, CA)
- … Advocate within our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... 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
- AON (CA)
- …or ARM completed or in process is preferred. + 5-10 years of client service experience. + High net-worth personal insurance experience required. Education: ... success for our clients. Skills and experience that will lead to success + Property and Casualty Broker's License...or in process is preferred. + 5-10 years of client service experience. + High net-worth personal… more
- Deloitte (Los Angeles, CA)
- …often coordinating these pursuits with Deloitte cross-disciplinary teams. + Work closely with Deloitte's Lead Client Service Partner (LCSP) / Client ... Business Unit Leader (s) to ensure that the client business and financial plan(s) are developed, monitored and...within an account team framework (ie, working effectively with Lead Client Service Partners, … more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …as needed or assigned. Qualifications: + At least five years of Client Service experience + Bachelors degree or equivalent experience preferred ... effectively among large audiences + Ability to remain organized and document client service requirements for multiple clients simultaneously Salary range… more
- ADP (San Dimas, CA)
- ADP is hiring a ** Client Service Manager -- Tax.** +...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
- Coinbase (Sacramento, CA)
- …specialist for Coinbase's institutional suite of products (Prime, Custody), providing premier client service and operations to our most valued institutional ... processes, reporting, allocations, cold storage, and wallet management. * Deliver direct client service and support to institutional clients through phone,… more