- Bank of America (San Francisco, CA)
- …and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and ... customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client ...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Turner & Townsend (Los Angeles, CA)
- …with the client and other consultants, at all project stages. + Financial management - Ensuring prompt client invoicing and utilizing financial ... K-12 education, higher education, aviation and government facilities. Recognized for service excellence by a broad spectrum of professional organizations and… more
- ServiceNow, Inc. (Santa Clara, CA)
- …this role:** + Provide strategic leadership to clients + Be the relationship manager between customers and ServiceNow + Work with the greater ServiceNow solution ... and ServiceNow teams to promote an outstanding customer experience + Achieve financial targets set out for the assigned clients, including Licenses, Renewals and… more
- HUB International (Roseville, CA)
- **THE OPPORTUNITY:** The Bilingual Korean speaking Client Advocate acts as a benefit advocate for our clients. Helps resolve employee benefit issues, as well as ... medical providers to resolve benefit issues. + Helps educate client employees on how to maximize their plan benefits....and tasks as deemed appropriate by the Supervisor or Manager . **QUALIFICATIONS** + The ideal candidate must be bilingual… more
- Charles River Laboratories (San Diego, CA)
- …strong organizational skills to manage multiple tasks, prioritize effectively, and ensure that client service operations run smoothly. + Serve to support key ... about. **JOB SUMMARY** We are seeking an experienced Operations Manager to join our Insourcing Solutions team, located in...planning. + Assist management with site forecasting, budget planning, client services and financial impact of … more
- BMO Financial Group (San Francisco, CA)
- …with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. + ... growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue… more
- Bank of America (Santa Clarita, CA)
- …& 65 in lieu of 66) licenses.** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...client requests and makes introductions to appropriate internal service providers based on client needs and… more
- City National Bank (San Francisco, CA)
- …* Exhibit strong leadership in driving team performance, maintaining high standards of client service , and aligning efforts with overall business objectives. * ... Manager develops new business prospects and manages existing client relationships in the assigned specialized business segment and/or geographic areas.… more
- City National Bank (Los Angeles, CA)
- …activities of their team towards the attainment of regional goals, including sales, client service , proper credit quality and risk management. Developing and ... * MANAGER - BUSINESS BANKING REGIONAL* WHAT IS THE...group/team you support. Manages the sales process including new client acquisition, referrals, cross sell, and retention efforts. Participates… more
- Citigroup (Loma Linda, CA)
- …limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client ... excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more