- 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
- Cognizant (Pleasanton, CA)
- Client Relationship Managers are key contributors to the commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as ... enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client … more
- Oracle (Sacramento, CA)
- …Ensure accuracy of key sales metrics such as pipeline, forecast, bookings, and service attach rates. + ** Client Success & Reference Cultivation:** Ensure ... professional experience, with at least 5 years in a Client Partner or Consulting Services Sales role...ability to build and sustain strong relationships at the executive level, leveraging consultative sales techniques to uncover business… more
- Bank of America (San Diego, 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 ...partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions… more
- Indeed (San Francisco, CA)
- … client value, and influence action among both internal and external senior executive decision-makers + Collaborate with Sales and Client Success to support a ... Strategist I position is part of the broader Global Client Insights team (GCI). Our team focuses on driving...deliver messages effectively to both external clients and internal executive stakeholders + Proven data problem-solving skills & data… more
- Indeed (San Francisco, CA)
- …jobs. We need talented, passionate people working together to make this happen. This Client Insights & Analytics Sr. Strategist I position is part of the broader ... Global Client Insights Public Sector team. Our team focuses on...deliver messages effectively to both external clients and internal executive partners + Proven data-driven problem-solving skills with the… more
- Verdantas (Temecula, CA)
- …consulting, sustainable engineering, cutting-edge modeling, and digital technology services . Specializing in thriving markets with strong growth trends, ... and forward-thinking strategies in environmental consulting, engineering, and digital technology services . Join us on this journey where your skills and passion… more