- Hyundai Autoever America (Costa Mesa, CA)
- …companies. Essential Functions: + Lead various projects related to account management, client service , and partner management. + Create/manage customer pricing ... with client companies, coordinate with all internal departments for client proposal creation, and provide consulting service to client… more
- Cengage Group (Los Angeles, CA)
- …position. + Minimum of four years of successful operations, talent acquisition, client services or related detail-oriented and customer-focused work. + Values ... pipeline services to new and existing corporate clients. The Client Operations Manager is responsible for guiding new corporate clients through post-contract… more
- US Bank (Rosemead, CA)
- …business banking products and services including digital products and services . Provides a consistent optimal client experience, including greeting clients ... requests and submits credit applications. Proactively educates clients on emerging and self- service digital products and services to assist with meeting their… more
- PNC (Walnut Creek, CA)
- … service partners to gather and utilize data to establish or update client specific information for products/ services . Acts a project manager and coordinates ... valued and have an opportunity to contribute to the company's success. As a Client Solution Advisor within PNC's Corporate Banking organization, you will be based in… more
- Bank of America (Westlake Village, CA)
- …a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP ... WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key...internal specialists, and executing highly customized solutions to meet client needs + Recommending investment products and services… more
- Bank of America (San Diego, CA)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities.… more
- BMO Financial Group (Newport Beach, CA)
- …assigned as needed. **Qualifications:** + 3 - 5 years of relevant experience in Client Relationship, Financial Services , or Service Excellence in a ... that enhancement opportunities are identified and addressed or referred during client service interactions. **Responsibilities:** + Ensures that tickets are… more
- Oracle (Sacramento, CA)
- …Ensure accuracy of key sales metrics such as pipeline, forecast, bookings, and service attach rates. + ** Client Success & Reference Cultivation:** Ensure ... 12+ years of professional experience, with at least 5 years in a Client Partner or Consulting Services Sales role + 6+ years of experience and a proven track… more
- Banc of California (Menlo Park, CA)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... and products to deepen relationships through expertise in financing options and service offerings, and delivering an outstanding client experience. The VP, … more
- City National Bank (West Hollywood, CA)
- …Assists the Client Manager in supervising and participates in the operations, client service , and internal sales activities of the branch. *Monitors and ... * Functions as part of a cohesive unit to service client transactions and is responsible for...to clients. * Promotes and facilitates cross-selling of bank services to existing and potential clients in order to… more