- City National Bank (Beverly Hills, CA)
- …Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, ... the solutions. In collaboration with the Wealth Strategist team analyze client 's current situation, identify future life-changing events, understand client 's… more
- Cognizant (CA)
- …Operations Sales Lead Location: Midwest or West Coast Cognizant's seeking a Service Line Sales Specialist-Digital Operations to be actively involved in continuing to ... Markets accounts. In this role, the SLS will balance client /project responsibilities with business development and sales responsibilities including identifying,… more
- Citigroup (Los Angeles, CA)
- …suite of banking and wealth management solutions to our clients + Provide complete service support to client , including solving complex client inquiries + ... size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all… more
- HUB International (Ventura, CA)
- …+ Works closely with Producers and other HUB personnel on all aspects of client service , marketing, and renewal while adhering to HUB's best practices and ... benchmarking, funding alternatives. + Provides training as a subject-matter-expert to other Client Services team members on various topics. + Supports, mentors,… more
- Maxim Healthcare (Santa Monica, CA)
- …listed on the service plan + Use of phone and email to assist client in researching and setting up services . + Communicates plans and progress with the ... their community. Support will be provided both in the client 's home and within the community. Essential Duties and...services and support + Assists with scheduling of service delivery including medical and other appointments + Prepares… more
- WTW (Irvine, CA)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... effectively drive client action + Partners with Global Delivery Centers and Client Service teams to deliver superior project management + Build strong… more
- Cushman & Wakefield (Los Angeles, CA)
- …tactical occupancy planning expertise in support of supply, capacity and demand of Client 's portfolio of space in a specific geographic region. The planner will ... project space planning and solution development, project support including client relationship manager and project coordination, site strategy support related… more
- Acosta Group (Los Angeles, CA)
- …and strengthen brand activation based on customer knowledge. + Sells additional services to Clients through analysis understanding of Client 's strategy, ... plan; New Item acceptances in accordance with client standards; Existing client growth (targeted revenue $/sales volume); Customer service (NPS) _Knowledge,… more
- BMO Financial Group (Los Angeles, CA)
- …the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and ... Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant… more
- Pacific Program Management (Sunnyvale, CA)
- …company in growing accounts horizontally and vertically by outstanding project delivery, client service , process improvements, and support. * Maintain schedule ... customer service , teamwork, and attention to detail to ensure client satisfaction. They can deal with ambiguity and conflict while maintaining professionalism… more