- Bank of America (Pleasant Hill, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Counselor (CRPC). + Obtained your insurance licenses **Skills:** + Account Management + Advisory + Client Experience… more
- Bank of America (Oxnard, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Counselor (CRPC). + Obtained your insurance licenses **Skills:** + Account Management + Advisory + Client Experience… more
- Bank of America (San Francisco, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Counselor (CRPC). + Obtained your insurance licenses **Skills:** + Account Management + Advisory + Client Experience… more
- Cushman & Wakefield (Los Angeles, CA)
- …Strategy Director will actively lead and engage with a cross functional group of service lines to assist the client in achieving front-end retail delivery ... evaluate and assess team structure, tools and processes to deliver best in class service . Client relationship development and management will be critical to both… more
- IQVIA (Anaheim, CA)
- …in pricing discussions across customer account . + Serve as Project Manager for single service DM projects, including financial tracking, revenue recognition, ... **Job Overview** + Independently manage end-to-end delivery of data management services for single/multi- service projects, ensuring quality deliverables on time… more
- Bank of America (Monterey, CA)
- …+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... (CRPC) is a plus. + Obtained insurance licenses is preferred. **Skills:** + Account Management + Client Investments Management + Client Management +… more
- Atlas (North Highlands, CA)
- …hyperscale data center owners, semiconductor manufacturers, and large contractors. Serve as account manager for select strategic clients and work across teams ... service line leaders to match capabilities to emerging client needs and industry trends. + Client ...emerging client needs and industry trends. + Client Relationships and Account Management: Develop and… more
- Banfield Pet Hospital (Monrovia, CA)
- …stakeholders , and colleagues. The Shift Lead also perform s the duties of a Client Services Coordinator and Vet erinary Assistant when needed. The right person ... client and pet experiences while assisting the Practice Manager and/ or Chief of Staff (COS) in guiding...when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity.… more
- City National Bank (Beverly Hills, CA)
- …the front-end on-boarding of new investment management and trust accounts. * Gather client account performance data using various reporting systems; check this ... of the needs of Entertainment Banking Teams and Business Manager Relationships to provide tailored advice in collaboration with...Advisor for accuracy. * Oversees the creation of new account paperwork ensuring correct client paperwork is… more
- Turner & Townsend (Los Angeles, CA)
- …K-12 education, higher education, aviation and government facilities. Recognized for service excellence by a broad spectrum of professional organizations and ... talented multidisciplinary team at Turner & Townsend Heery exceeds client expectations - adding value, best practice and expertise...& Townsend Heery** are looking for a **Cost Engineer/Cost Manager ** to join our team and support construction cost… more