- Zoom (CA)
- …assessment, engaging technical resources + Creating, delivering, and managing client presentations, proposals and coordinate quarterly business reviews + Utilizing ... Experience in Telephony Contact Center Sales + Experience leading others with product/ services training; demo and sales guides; learning and training materials +… more
- Sedgwick (Sacramento, CA)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance VP Client Services | Carrier, Captive, MGA | ... We are seeking candidates with a strong background in client service management, particularly those familiar with...: To be responsible for the administrative, managerial and client relationships associated with Client Services… more
- Veritext Legal Solutions (Los Angeles, CA)
- …resolution; coordinate/partner with applicable departments and/or colleagues (ie + Support team, Account Executive / Sales Dept., Client Services ) to ensure ... with exceptional service is the foundation of our business. In Technical Client Services , you will provide high-level, reliable support for case managers,… more
- Allied Universal (Los Angeles, CA)
- …event industry? Join us and be part of the excitement! Allied Universal(R) Event Services is hiring a Client Account Manager. This position is responsible for ... and terminations + Build, improve, and maintain effective relationships with both client and employees + Coordinate necessary support services to effectively… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …to Jonathan Christian (JC) del Rosario - I'd love to connect! Senior Client Associate - Multi-Family Office About the Opportunity Join a highly respected ... serving ultra-high-net-worth clients with a full spectrum of wealth management services . From investment management and retirement planning to bespoke family office… more
- HUB International (San Diego, CA)
- …order to effectively manage their health and welfare programs. The Employee Benefits Client Service Manager oversees the Account Executives. This position may ... also assume the duties and responsibilities of an Account Executive to service a book of business...mutually supportive working environment, to provide the best possible client service and producer support. + Develops… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …needs, and exceeding expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts + Work closely ... internal projects and firm priorities as needed Requirements + Proven experience in client service , wealth management, or family office environments + Strong… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | Hybrid ... investment management, financial planning, lending strategies, and tailored family office services , all while building lasting client relationships that span… more
- Bank of America (Walnut Creek, CA)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...partner closely with advisor teams to deliver a branded client service model focusing on digital solutions… more
- Bank of America (San Francisco, CA)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded… more