- BMO Financial Group (Sacramento, CA)
- …effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service ... writing, editing and distributing communications. + Tracks collection of client service fees + Collaborates with internal...- $82,800.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …along the way, come join the Broadridge team. Manages the delivery of contracted services to clients to ensure that SLAs ( service level agreements) and KPI ... from home. Responsibilities: + Manage the delivery of contracted services to clients in alignment with SLAs and KPIs....experience as a Relationship Manager or in a related client -facing role. + Strong understanding of service … more
- Bank of America (Beverly Hills, CA)
- …90 days of start date * 12+ years of private banking and/or complex financial services experience or equivalent financial services /business experience ... are guided by a common purpose to help make financial lives better through the power of every connection....array of Private Bank and the bank's capabilities and services to meet specific client needs. Job… more
- Deloitte (Los Angeles, CA)
- …with a diverse group of talented audit professionals to deliver exceptional audit client service . You will use our cutting-edge audit tools and technologies ... up with innovative solutions? At Deloitte, we provide audit services using an approach designed to provide the flexibility...execute audit procedures based on your understanding of the client 's business, the risks it faces, and its internal… more
- JPMorgan Chase (San Rafael, CA)
- …lasting relationships, understand financial needs, and tailor product and service recommendations. + Learn products, services , and procedures quickly and ... capabilities, and skills** + 1+ year of sales experience in Retail Banking, Financial Services , or other related industries with proven success in establishing… more
- NTT America, Inc. (San Francisco, CA)
- …executing growth strategy, revenue forecasting, achieving all financial targets, service excellence, and overall client satisfaction, with indirect team ... forward-thinking organization, apply now. We are currently seeking a Client Executive II to join our team in San...C-level + Create success with P&L of ~$25M with financial management capabilities, including strong forecasting ability and growth… more
- City National Bank (Anaheim, CA)
- …Assists the Client Manager in supervising and participates in the operations, client service , and internal sales activities of the branch. * Monitors and ... * Functions as part of a cohesive unit to service client transactions and is responsible for...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more
- Cayuse Holdings (Sacramento, CA)
- … service delivery, project management or business operations) balancing client interaction, delivery excellence, and profitability with advancing long range ... with key clients + Creation of account strategic and financial plans/roadmap for servicing client needs +...+ At least 5+ years managing IT or professional services with complex, large clients. + Our Client… more
- HUB International (Newport Beach, CA)
- …creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates and are proud ... a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our...clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to… more
- Citigroup (Beverly Hills, CA)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve ... advisor to clients who frequently seek strategic advice regarding financial matters. + Build relationships with client ...+ Ensure strong controls and effective operational and administrative services . + Set an example of behaviour to all… more