- Wells Fargo (San Jose, CA)
- …including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. **In this ... Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals...+ 3+ years of experience in a licensed financial services position + Customer service focus with… more
- Marriott (Chula Vista, CA)
- …sales, negotiations and conflict resolution. Plan and develop programs, agendas, and services according to client requirements. * Communicate all group ... Planning Meetings, Site Inspections, Pre-Convention Meetings as outlined in convention services departmental guidelines. * Promote client satisfaction through… more
- H&R Block (Cupertino, CA)
- …an effective two-way referral method to assist in the overall development of the business services client base serviced by Block Advisors. Day to day, you'll + ... Advisors Accounting Specialist, you will provide bookkeeping and payroll services to Block Advisors small business clients including assisting... suppliers, vendors and banking contacts + Assist in client service coverage as needed to ensure… more
- CGI Technologies and Solutions, Inc. (Los Angeles, CA)
- …and contract negotiations * Ensure financial success through strategic pricing, effective service delivery, and client satisfaction Team Leadership & Delivery ... is among the largest independent IT and business consulting services firms in the world, and after 40+ years,...programs and more \#LI-RS2 **Skills:** + Business Development + Client Management + IT Service Management +… more
- Deloitte (Los Angeles, CA)
- …growth and enable them to compete effectively in their industry + Provide service excellence by identifying key client business issues, determining client ... transformational initiatives. We offer comprehensive end-to-end support and advisory services , covering areas such as valuation modeling, cost optimization,… more
- Bank of America (San Francisco, CA)
- …base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. ... adhering to procedural guidelines. **Responsibilities:** + Manages the end-to-end client journey to deliver on client needs...of credit to advise small business owners on solutions, services , and digital capabilities that help them meet their… more
- Tradesmen International, Inc. (Pasadena, CA)
- …**Account Executive** is to obtain orders or contracts for Tradesmen's services . Account Executives customarily and regularly perform this primary responsibility in ... responsible for locating and bringing in new business, as well as maintaining Client relationships that increase the usage of Tradesmen International's services … more
- TIAA (Pasadena, CA)
- **Wealth Management Coach** The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and ... an understanding of clients' unique financial objectives as identified through the client engagement model. The role engages in planning, one-on-one and group… more
- Datavant (Sacramento, CA)
- …execution for Datavant's Retrospective Risk Adjustment Coding products, driving client data standardization, data integrations, database management, and optimization ... project data ingestion pipelines and maintain databases that support specific product services , while providing end to end visibility into these pipelines and… more
- Comscore (Los Angeles, CA)
- …clearly understood and addressed by internal teams + Identifies opportunities to address client business needs with additional products or services + Works with ... to report in-person 2x a week._ **About This Role:** Develops and maintains long-term client relationships by serving as an internal advocate and client liaison.… more