- AON (San Francisco, CA)
- …point of contact with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes assigned are ... provide guidance and mentoring to a less senior account specialist . Delegates work to support staff and ACS where... Client Services (ACS), coordinating activities of the client service team and ACS to ensure… more
- Deloitte (Los Angeles, CA)
- …as key client point of contact interface building rapport and trust with the client + Function as a technical specialist in CNAPP, CWPP and CSPM technologies ... architect plays an integral role in defining and assessing the client organization's cloud security strategy, architecture and practices. This individual's primary… more
- Bank of America (San Francisco, CA)
- …Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model. This position is subject to SAFE Act registration ... Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + Process… more
- Citigroup (Thousand Oaks, CA)
- …face-to-face customer service , digital engagement and basic sales/referrals + Open, client service orientation and desire to help customers is required + ... on the bank floor to proactively identify and address client sales and service needs; appropriately convert...as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems… more
- Human Longevity, Inc. (San Diego, CA)
- …with HLI's Care Delivery System daily to deliver medical care and to support client 's consultation services with medical specialist + Supervise a team of nurses, ... family practice + Have the passion and skills to delight clients with service -oriented approach and empathetic client interaction. + Board Certified in Internal… more
- Deloitte (Fresno, CA)
- …Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities As a Project Delivery ... in a collaborative environment? As an experienced Epic eConsult Analyst - Project Delivery Specialist you will have the ability to share new ideas and collaborate on… more
- BMO Financial Group (Newport Beach, CA)
- …growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue ... from sales and syndications. + Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong … more
- BMO Financial Group (Los Angeles, CA)
- …years of commercial banking experience, a proven track record of new client acquisition, and established relationships with customers, COIs, and key stakeholders in ... market share growth, recruiting and developing top talent, and ensuring exceptional client satisfaction. As a key member of the Southern California leadership team,… more
- HSBC (Beverly Hills, CA)
- …for clients, and updating CRM systems with changes + Coordinate and ownership of client service and sales support for HSBC AM's Liquidity Investors + Provide ... distinction of being one of a few dedicated sales specialist capabilities within the AM business. AM Client...and maintain the overall client experience through appropriate client … more
- Horizon Services, Inc. (Hayward, CA)
- …and through their engagement. We are committed to providing excellent customer service throughout the process. We are collaborators functioning in a fast-paced ... and developing an engaging onboarding experience and providing excellent customer service throughout. The Human Resources Generalist is also tasked with ensuring… more