- Bank of America (Los Angeles, CA)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded...Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory… 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, ... partner closely with advisor teams to deliver a branded client service model focusing on digital solutions...Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory… 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, ... partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions...Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory… more
- Tiffany & Co. (Costa Mesa, CA)
- …+ Develop a client development strategy by leveraging data insights, client development expert 's feedback as well as regional vice presidents and ... **Overview** Client Development Director must be able to think...partner with functional teams to develop the most appropriate solutions/ services /experiences. + Partner with the CRD to identify clients… more
- Highmark Health (Sacramento, CA)
- …to support analysis, reporting and service line development + Acts as Client Revenue Cycle expert and ensures prompt communication of emerging changes ... Talent team to ensure the optimal staffing levels are maintained to meet client service expectations. Manage recruitment and resource planning efforts in… more
- WTW (Los Angeles, CA)
- …of all service delivery (GSD) + Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations + Gather and receive all ... + Retail & Distribution + Financial Institutions + Professional Services + Healthcare and Life Sciences + Construction +...Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service… more
- SMBC (Los Angeles, CA)
- …Serves as the trusted advisor to clients, functions as the Middle Market client " expert " and the go-to-person providing differentiating consult, ideas, and ... California middle-market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service companies, including small businesses and professionals. The anticipated… more
- Burns & McDonnell (Walnut Creek, CA)
- …experience, preferably in the consulting engineering industry or project management required. + Expert experience in client and business development. + Expert ... design team coordination & communication, budgeting, schedule management, and client coordination. + Expert facilitation, collaboration, organization, and… more
- City National Bank (Los Angeles, CA)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years experience in client service , banking operations or relationship management support required. * ... the ongoing business and operational needs. As the operational expert for the client , the Account Officer...client accounts and utilization of bank products and services . Works with clients to assist in operations areas.… more
- JPMorgan Chase (San Francisco, CA)
- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth ... services to best meet the objectives of each client . The Client Specialist provides high level...wealth management solutions, and delivers a high level of service . As a Client Specialist within JP… more