- Bank of America (Walnut Creek, CA)
- …MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, ... professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Client Service Associate (CSA) Mountain View, CA - Onsite 4 days/week (5 days/week for first 3 months) $90,000-$110,000 base (DOE) + Discretionary ... that values excellence, precision, and long-term relationships. The Opportunity As a Client Service Associate, you'll be a trusted liaison between clients,… more
- Motion Recruitment Partners (Sacramento, CA)
- …**Qualifications:** + 3-5 years of experience in program management, account management, or client services in the MSSP, cybersecurity, or IT services ... The Mission Manager serves as the primary point of contact and trusted advisor for assigned client programs. This role blends program management, account… more
- Bank of America (San Diego, CA)
- …and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities. **Specific ... cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching teams to deliver a modern, digital first… more
- Deloitte (San Francisco, CA)
- …Build and nurture executive-level client relationships, serving as a trusted advisor on managed services and outcome-based solutions that drive operational ... , and a track record of driving complex, outcome-focused sales? If so, Deloitte Services LP is seeking a high-performing client relationship and solutions Sales… more
- Deloitte (Sacramento, CA)
- …monitoring and mitigating risk during engagement execution, and serving as a trusted risk advisor to senior client service executives. Recruiting for this ... contract risks associated with the provision of professional consulting services . The Risk Manager role involves providing quality and...finance, and delivery - to act as a strategic advisor to help manage deal flow and to optimize… more
- Bank of America (Los Angeles, CA)
- …PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, ... Operations staff. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the… more
- FleishmanHillard (San Francisco, CA)
- …national, regional and local - and about serving as a true strategic partner and advisor to the client . At FleishmanHillard you define it. We help you make ... deliver upon KPIs. + This person is a trusted advisor and team member - trusted with counsel and...things together. A combination of our employee experience, industry-leading client work, global community service and contributions… more
- WTW (San Francisco, CA)
- …issues to Senior Consultants and Relationship Managers + Develop a trusted advisor relationship with client contacts through effective communication, efficient ... of client deliverable to ensure alignment to client objectives, leverage of optimal WTW services ...to client objectives, leverage of optimal WTW services and solutions, and adherence to WTW professional excellence… more
- JPMorgan Chase (Palo Alto, CA)
- …world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and ... to a team that values strong relationships and exceptional client service will directly impact our clients'...of products and applications including, but not limited to: Advisor Services , Wealth Planning & Advice, Goal… more