- 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
- M&T Bank (Costa Mesa, CA)
- …and/or Audit as required. + Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to maintain ... meetings and presentations and preparing relevant documentation to support the attraction, retention and expansion of client...Required:** Bachelor's degree and a minimum of 2 years' client service experience in Global Capital Markets… more
- Paladin Technologies (San Diego, CA)
- … plan and develop your strategic approach for your market to increase sales in all company service offerings including integrated security, networking/data ... the forefront of the changing technology landscape, and through continued training, complex client projects, and company support , we provide our colleagues with… more
- Bank of America (Fresno, CA)
- …previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, ... help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by… more
- Ensono (Los Angeles, CA)
- …collaborative meetings, client sessions, and content publishing to mixed audiences. Supporting Client sales opportunities for OpenShift to the US client ... reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers our clients to keep up… more
- The Cigna Group (Walnut Creek, CA)
- …alignment, build trust, and ensure clients receive tailored, strategic solutions. + Client Experience: Oversee client service requests, ensuring seamless ... Bachelor's degree or equivalent experience. + Experience in health benefits or client management **Skills:** + Strong communication, sales negotiation, and… more
- City National Bank (Beverly Hills, CA)
- …segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Approves transactions within ... and referrals from existing customers, providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and maintaining an active… more