- Cognizant (Sunnyvale, CA)
- **About the Role** We are seeking a seasoned Client Relationship Manager (CRM) to join our communications, media, and technology (CMT) team supporting a key high ... tech client based in Austin. In this role, you support...for further penetrating the account and cross-selling Cognizant's emerging services . + Drive profitable growth of the account relationship.… more
- Umpqua Bank (CA)
- …financial/market information and Relationship Expansion Tool, to identify additional products/ services that would satisfy client needs and establish/deepen ... client is approved for all ancillary products and services and proposes to deepen relationships accordingly. + Spends...Ability to partner with team. Ability to engage in client -facing service and sales activity. + Advanced… more
- Public Consulting Group (Sacramento, CA)
- …and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 ... the public sector. To learn more, visit www.publicconsultinggroup.com . Client Success Partners will be integral members of the...Success Partner role will focus on multiple products and services within EDPlan with a focus on General Supervision,… more
- Bank of America (Walnut Creek, CA)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- Bank of America (Walnut Creek, CA)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …along the way, come join the Broadridge team. Manages the delivery of contracted services to clients to ensure that SLAs ( service level agreements) and KPI ... from home. Responsibilities: + Manage the delivery of contracted services to clients in alignment with SLAs and KPIs....experience as a Relationship Manager or in a related client -facing role. + Strong understanding of service … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …A boutique, fast-growing Registered Investment Advisory (RIA) firm is seeking an exceptional Senior Client Service Associate to join its client service ... for some of the most sophisticated clients in the world. The Role The Senior Client Service Associate will own critical aspects of the client … more
- City National Bank (Studio City, CA)
- …to support increases in the CSAT score * Collaborate with other departments as needed to service client needs or act as SME WHAT DO YOU NEED TO SUCCEED? ... in a SaaS technology environment * Minimum of 6 years providing direct client services *Additional Qualifications* * Bachelors degree preferred -in Technology,… more
- Acxiom (Sacramento, CA)
- …+ **Consultative:** Ability to engage with clients in a collaborative and client - services mindset to understand their needs, provide expert advice, and ... presence: aligning client business needs to Acxiom products, solutions, and services . + Manages client portfolio revenue and bookings forecasts. + Creates… more
- HUB International (Newport Beach, CA)
- …paid time off, a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our clients with day-to-day account ... management, claims management, and underwriting services that ensure they have what they need to...+ Required "soft skills": efficient time management, organization, customer service , high initiative, team-oriented and high attention to detail… more