- Atlas (Los Angeles, CA)
- …and objectives. Drives overall sales growth of the HUB that is comprised of multiple service lines, business units and ATO functions. Lead sales across Atlas HUB ... HUB office as well as supporting spoke offices. In conjunction with Atlas Hub Office Leader , Atlas HUB office ATO Team Lead Director/coordinator and the Win Work… 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
- Maxim Healthcare (Monterey, CA)
- …relevant issues EOR Program Specific Duties & Responsibilities: + Completes quarterly customer service calls + Attends client service planning meetings as ... participants' ability to manage their care, and provide customer service . To support this market's client population,...as directed by the Account Manager or Office Operations Leader + Assists the office operations team with time… 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
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …Minimum of 3 years of experience as a Relationship Manager or in a related client -facing role. + Strong understanding of service delivery, client management, ... Manages the delivery of contracted services to clients to ensure that SLAs ( service level agreements) and KPI (key performance indicators) as defined in the relevant… 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
- The Cigna Group (San Francisco, CA)
- …How we win in the marketplace will be by retaining, deepening and adding client and customer relationships all the while growing the value of new and existing ... strategies. **OVERVIEW:** Reporting to the Senior Vice President Segment Leader , this role will function as a key member...variety of high-value external partners at the broker and client level, ensuring high levels of customer and … more
- JPMorgan Chase (San Francisco, CA)
- …and counsel, offers attractive wealth management solutions, and delivers a high level of service . As a Client Specialist within JP Morgan Wealth Management, you ... The Client Specialist is a sophisticated wealth expert that...When working with bankers you will serve as the lead wealth partner. You will help identify the banker's… more
- JPMorgan Chase (Los Angeles, CA)
- …their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a ... a team environment. **Job responsibilities** + Develop new and manage existing client relationships, providing exceptional service that exceeds expectations +… more
- Jacobs (San Francisco, CA)
- We are seeking a driven and client -focused Architectural Practice Leader to join our team in California. As an Architectural Practice Leader , you will mentor ... sharing client feedback. * Securing, assigning, and maintaining a full- service project team containing all the resources required to successfully deliver… more