- WTW (San Francisco, CA)
- …team skills + Flexibility and proven ability to diagnose and resolve issues; strong client service orientation + Proficient in Microsoft Office Excel + Ability ... contact to clients on delivery of calculation related issues services and raise appropriate issues to Directors + Interface...client 's broader business issues + Develop a trusted advisor relationship with client contacts through effective… more
- AON (Los Angeles, CA)
- …products to the client where needed. + Draft assigned elements of client service plans, stewardship reports, and other presentations tailored to the needs ... Network (AGCN) is comprised of dedicated teams of risk advisor 's throughout the world. The AGCN provides counsel and...and the circumstances of the presentation. + Responsible for client service for assigned book of business… more
- Bank of America (Newport Beach, CA)
- …solutions.The SRM is responsible for managing a portfolio of clients and leads a client service team that is responsible for coordinating the delivery of all ... banking services . In addition to being the primary bank advocate and key financial advisor for the client , the SCM is accountable for prospecting new… more
- AECOM (Los Angeles, CA)
- … Client Account Management (CAM) program and leveraging it to enable excellence in client service and growth. This is a hybrid-workplace role that can be ... the Global Client Development Leader, providing centralized client -focussed services for the business, promoting a...our CAM program, drive excellence across the firm in client service , and to achieve growth. +… more
- Wells Fargo (San Francisco, CA)
- … Client Associates **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a ... . **In this role you will:** + Assist Financial Advisor (s) with service and operational related activities...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- JPMorgan Chase (Walnut Creek, CA)
- …in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also… more
- Robert Half-Robert Half Corporate (Irvine, CA)
- **JOB REQUISITION** Client Solutions Director (Management Resources) **LOCATION** CA IRVINE **JOB DESCRIPTION** **Robert Half** is looking for professionals to join ... our business development team. As a ** Client Solutions Director** in the **Management Resources** practice, you...Director,** you will be responsible for: + Introducing our services via video, telephone, and in-person meetings with new… more
- AIG (Los Angeles, CA)
- Senior Multinational Client Coordinator Join us as a Sr. Client Coordinator to grow your career at the forefront of multinational insurance. Make your mark in ... to explore new opportunities for our clients worldwide. As a trusted advisor , you will tailor multinational insurance solutions for our global clients, empowering… more
- Robert Half-Robert Half Corporate (San Francisco, CA)
- **JOB REQUISITION** Client Solutions Director (Management Resources) **LOCATION** CA SAN FRANCISCO **JOB DESCRIPTION** **Robert Half** is looking for professionals ... to join our business development team. As a ** Client Solutions Director** in the **Management Resources** practice, you...Director,** you will be responsible for: + Introducing our services via video, telephone, and in-person meetings with new… more
- WTW (San Diego, CA)
- …the origination of new business to the firm + Develop a trusted advisor relationship with client contacts through effective leadership of engagements, supported ... of sophisticated MI and portfolio optimization capabilities + Leading complex client engagements where you will be responsible for building senior stakeholder… more