- Bank of America (Redding, CA)
- …their evolving needs. **Required Qualifications:** + Displays confidence working in a sales role + Builds strong client relationships through effective ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Encinitas, CA)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...at least one year experience working in the financial service industry and/or a sales environment where… more
- Bank of America (Oxnard, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...at least one year experience working in the financial service industry and/or a sales environment where… more
- Bank of America (San Francisco, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...at least one year experience working in the financial service industry and/or a sales environment where… more
- Palo Alto Networks (Santa Clara, CA)
- …influence both internal and external stakeholders. You will collaborate cross-functionally with sales , product, marketing, and service innovation teams to scale ... (eg, Cortex Cloud, Prisma Access, NGFW, Cortex XDR) into service delivery to maximize client value and...to shape cloud security messaging, scope new opportunities, and support business development through executive-level engagement + Lead or… more
- Allied Universal (Stockton, CA)
- …and achieving desired results + Ability to collaborate across multiple branches and support departments to creatively support client 's satisfaction + ... and leadership across multiple states, while collaborating with branch offices and corporate support functions on key client initiatives. The EAPM will also be… more
- Verdantas (San Diego, CA)
- …is built around a shift from a primarily seller-doer model to a holistic client organization strategy with support of local seller-doers in the business. ... Service Options, Technology Applications, and other creative service options to meet client objectives +...preferred + 6+ years of experience with data analysis, client services, account management, and sales in… more
- Principal Financial Group (Modesto, CA)
- …and maintain electronic client files. + Communicate new account statuses, resolve client service issues, and support financial professional- client ... years of related work experience in life insurance/broker-dealer or RIA operations: client service , account opening, account management, or operations. +… more
- City National Bank (Beverly Hills, CA)
- …in areas of interest to UHNW clients. * Submit for peer review all client -facing custom designed output. * Support the Wealth Strategy team by developing ... to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in...Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and… more
- CBRE (San Jose, CA)
- …improvements within existing accounts. + Monitor service level performance to ensure client service levels are met and exceeded. Present findings to Sr. ... On-Site Account Manager(Semi-Conductor Manufacturing Facilities) Job ID 224866 Posted 13-Jun-2025 Service line GWS Segment Role type Full-time Areas of Interest… more