- Wolters Kluwer (Sacramento, CA)
- …and marketing information. + Work with other sales personnel and Division Sales Manager to address account /channel conflicts. + Develop an Annual Business Plan ... for driving profitable sales growth within an assigned established account base of CPA firms. You will report to...in-person presentations to prospective clients to explain products and services and their correlation with our client 's… more
- Actalent (Los Angeles, CA)
- …schedule, performance activities, and procedures required by the client . + Ensure client satisfaction with our services on assigned projects. + Track program ... one or multiple project teams. This role involves managing client relationships, internal administration, financial management, and employee development. The… more
- Xerox (CA)
- …Colorado, Georgia, Illinois, New York Country United States Department PROFESSIONAL SERVICES Date Friday, June 27, 2025 Working time Full-time Ref# 20036049 ... Job Level Manager without Direct Reports Job Type Experienced Job Field PROFESSIONAL SERVICES Seniority Level Mid-Senior Level Currency USD - United States - US… more
- City National Bank (Los Angeles, CA)
- * CLIENT SERVICING SPECIALIST SENIOR-FUNDS TRANSFER* WHAT IS THE OPPORTUNITY? The Client Service Specialist is responsible for responding to and handling a ... all CNB internal and external clients, delivering an exceptional client service experience aligned with our City...and follows established procedures to ensure clients personal and account information is safe and secure. WHAT WILL YOU… more
- Citigroup (Santa Monica, CA)
- …policies, supporting the Branch Manager + Exhibits strong sales and service skills, presenting products and services while proactively educating clients on ... delivery to our internal and external customers to resolve account service issues and respond to customer...service , digital engagement and basic sales/referrals + Open, client service orientation and desire to help… more
- LifeSteps (Sacramento, CA)
- …a key role in managing client billing, cash collections, and account reconciliations while delivering excellent customer service . Job Specifics: + Official ... system. + Generate and print monthly invoices. + Provides excellent customer service with requests regarding current and previous account balances, collection… more
- WTW (San Francisco, CA)
- …associates + Conducting review of client deliverable to ensure alignment to client objectives, leverage of optimal WTW services and solutions, and adherence ... issues based on context knowledge of trends and innovative multi- client solutions. As an HR Mergers & Acquisition Associate...In this role you will serve as the project manager and day-to-day communication liaison with our clients, trouble… more
- Bank of America (Irvine, CA)
- …members **Skills:** + Account Management + Business Acumen + Customer Service Management + Client Management + Portfolio Management + Referral Identification ... investment management, or relationship management. Key responsibilities include providing quality client service , and operations support and executing problems… more
- Bank of America (Beverly Hills, CA)
- …members **Skills:** + Account Management + Business Acumen + Customer Service Management + Client Management + Portfolio Management + Referral Identification ... investment management, or relationship management. Key responsibilities include providing quality client service , and operations support and executing problems… more
- Raymond James Financial, Inc. (San Diego, CA)
- …goals for assets under management and required production. + Provides a high level of client service . + Manages the full scope of a client relationship ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance… more