- Cushman & Wakefield (Los Angeles, CA)
- …requests, project space planning and solution development, project support including client relationship manager and project coordination, site strategy support ... tactical occupancy planning expertise in support of supply, capacity and demand of Client 's portfolio of space in a specific geographic region. The planner will… more
- Comerica (San Diego, CA)
- … needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the ... relationship. What we can offer you Comerica Funded Retirement Plan and 401(K) Matching Paid Time Off (PTO)...territory concerns by finding the best solution for the client ; orchestrating the appropriate providers; and addressing service… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description Wealth Manager / Senior Wealth Manager A leading independent Registered Investment Advisor is seeking experienced and client -focused ... dynamic Wealth Management team. The firm is committed to delivering exceptional service to high-net-worth individuals and families, while fostering a culture of… more
- Bank of America (Beverly Hills, CA)
- …investment management, or relationship management. Key responsibilities include providing quality client service , and operations support and executing problems ... disciplinary action up to and including termination. **Responsibilities:** * Provides quality client service and effective operations support by resolving … more
- Bank of America (Irvine, CA)
- …investment management, or relationship management. Key responsibilities include providing quality client service , and operations support and executing problems ... disciplinary action up to and including termination. **Responsibilities:** + Provides quality client service and effective operations support by resolving … more
- Bank of America (San Francisco, CA)
- …May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients. Assist with the retention of ... May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients. + Assist with the retention… more
- WTW (San Francisco, CA)
- …associates + Conducting review of client deliverable to ensure alignment to client objectives, leverage of optimal WTW services and solutions, and adherence ... issues based on context knowledge of trends and innovative multi- client solutions. As an HR Mergers & Acquisition Associate...In this role you will serve as the project manager and day-to-day communication liaison with our clients, trouble… more
- BMO Financial Group (Los Angeles, CA)
- …+ Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the ... solution in the best interest of the customer. Determines client needs and provides solutions though the sales of...provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF… more
- Compass Group, North America (Concord, CA)
- …+ Deliver regular and ad hoc reports on key metrics, including: + OCS/Pantry client service performance (primary focus) + Sales trends and same-store growth + ... complex data into clear, actionable insights that drive smarter decisions, improve service performance, and enhance client engagement. You'll work closely with… more
- Cushman & Wakefield (Los Angeles, CA)
- …Strategy Director will actively lead and engage with a cross functional group of service lines to assist the client in achieving front-end retail delivery ... evaluate and assess team structure, tools and processes to deliver best in class service . Client relationship development and management will be critical to both… more