- 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, ... Client Relationship Manager. The ideal candidate is a team player and should possess strong coaching, relationship building,...responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded… more
- NTT America, Inc. (Sacramento, CA)
- …prospect situations that positions the sales team member as an expert client advisor . Success will require the ability to link company offerings, including ... bring value to them from the company's portfolio of services . + Sales client engagement and management....service . + Experience in the IT or professional services industry, focusing on business development and/or sales. +… more
- Wells Fargo (Westlake Village, CA)
- …and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + ... . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related...review **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- JPMorgan Chase (Palo Alto, CA)
- …contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through ... firms. Embrace the challenge of shaping the future of client service and make your mark by...of products and applications including, but not limited to: Advisor Services , Wealth Planning & Advice, Goal… 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 ... needs and develop strategies as part of the account team . + Identify and analyze client exposures...and the circumstances of the presentation. + Responsible for client service for assigned book of business… more
- AECOM (Los Angeles, CA)
- …+ Lead and mentor the Client Development Team to deliver essential client -related business services and adapt them as needs change to support growth. + ... (CAM) program and leveraging it to enable excellence in client service and growth. This is a...to drive growth. The successful candidate will lead this team to continue to evolve these services … more
- Bank of America (San Francisco, CA)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… 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 ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Nuvolum (Tiburon, CA)
- …Growth to drive strategic leadership and growth across our account management team . This individual will oversee client relationships, develop long-term ... strategies to retain and grow accounts, and lead a team of account managers to exceed client ...and creative departments, to deliver innovative solutions tailored to client needs. + Serve as a trusted advisor… 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