- Bank of America (Hacienda Heights, CA)
- … client relationships through platform services, supporting clients with self- service or transactional activities, and providing exceptional client care. ... educates, and trains clients on conducting simple transactions through self- service technologies + Leverages available resources, technologies, and processes to… more
- Raymond James Financial, Inc. (San Diego, CA)
- …goals for assets under management and required production. + Provides a high level of client service . + Manages the full scope of a client relationship ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance… more
- Bank of America (Santa Barbara, CA)
- … client relationships through platform services, supporting clients with self- service or transactional activities, and providing exceptional client care. ... educates, and trains clients on conducting simple transactions through self- service technologies * Leverages available resources, technologies, and processes to… more
- WTW (San Francisco, CA)
- …calculating reserves + Delivers accurate and reliable claim reporting and financial modeling to client teams to support client decisions + Partners with ... Global Delivery Centers and Client Service teams to deliver superior project management + Communicates complex financial/actuarial/analytic results to… 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 ... Executive, you are the face of Cigna to the client . Your focus is on spending time with clients...obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps… more
- Huron Consulting Group (Los Angeles, CA)
- …leading team efforts working closely with the Partner and/or Principal and day-to-day client contact to ensure the project work stays on track and drives impact. ... leadership and managing the day-to-day contact and relationship with the client . Specific responsibilities include: * Lead problem structuring, analysis and… more
- Comerica (San Francisco, CA)
- …navigating internal territory concerns by finding the best solution for the client ; orchestrating the appropriate providers; and addressing service issues where ... you will be part of a team of experienced professionals providing exceptional client experience with a robust platform of investments, credit, trust and planning… more
- CBRE (Sacramento, CA)
- Business Development Director Job ID 219862 Posted 13-Oct-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support Location(s) ... is synonymous with market leadership, data-driven insights, and enterprise-level client solutions. This role sits within our Occupier Services...is built on our shared values - respect, integrity, service and excellence - and we value the diverse… more
- HUB International (Riverside, CA)
- **THE OPPORTUNITY:** HUB's Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day ... of the industry's top talent to help guide and support our customer's needs and provide them with innovative...managing a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client… more
- Cushman & Wakefield (Santa Ana, CA)
- …experience to designated real estate projects and assignments for a client 's remote office locations. **Job Description** POSITION SUMMARY Provides professional ... project management experience to designated real estate projects for a client 's remote office locations. Responsible for the successful management of the design,… more