- SHI (Sacramento, CA)
- …educate sales resources on offerings, and maintain expertise in cybersecurity to support client deployments and initiatives. **Role Description** + Partner with ... aspects of sales opportunity strategy and execution including participating in client meetings, engaging internal support resources, defining solution… more
- HNTB (Santa Ana, CA)
- …budget, schedule, technical requirements, contractual obligations, and client communications in support of the project's objectives. The Project Manager II - ... and support for performance and compensation reviews. + Partners with Client Service Leaders and pursuit champions to assist with business development,… more
- Bank of America (Anaheim, CA)
- …+ Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. + Has a proven sales track record. + ... **Job Description:** This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the… more
- Bank of America (San Clemente, CA)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Los Angeles, CA)
- …+ Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution + Has a proven sales track record + ... **Job Description:** This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the… 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 ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Los Gatos, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … 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 ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- BMO Financial Group (San Ramon, CA)
- …you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable ... the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and… more
- BMO Financial Group (Los Angeles, CA)
- …you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable ... + Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the… more