- BMO Financial Group (Sacramento, 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
- Bank of America (San Francisco, CA)
- …in every two households. + Managing a portfolio of clients by providing exceptional client care with industry leading products, services , and education. + Robust ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- Comerica (San Francisco, CA)
- … needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the ... navigating internal territory concerns by finding the best solution for the client ; orchestrating the appropriate providers; and addressing service issues where… more
- BMO Financial Group (Newport Beach, CA)
- …in compliance with bank policies and procedures while maintaining an exceptional client service environment. + Performs financial analysis and calculations, ... exceeded. Escalates issues when needed. + Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships. +… more
- Allied Universal (Livermore, CA)
- … plans, employee assistance programs, and exclusive perks. Allied Universal(R) Technology Services is hiring an Account Manager to drive new business ... across the assigned territory in the Livermore, CA area. The Account Manager will represent Allied Universal(R) Technology Services ' core values through… more
- Columbia Bank (Rocklin, CA)
- …Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help ... service in alignment with the bank's Breakthrough Client Service Standards. + Primary associate in...within the branch team. + Independently supports and resolves client issues with digital products and services .… more
- Grant Thornton (Los Angeles, CA)
- …Modernization Strategy Manager , you'll provide strategic technology advisory services to address business needs throughout client organizations for ... new technologies to collaborate with team members and enhance service delivery + Engage directly with client ...plans. + Assist in strategic road mapping and implementation services that effectively and efficiently meet business objectives and… more
- BMO Financial Group (Los Angeles, CA)
- …the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and ... Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant… more
- Transdev (San Jose, CA)
- …for maintaining accurate documentation and providing final eligibility determinations to the Client . supports the General Manager in directing the passenger ... standard and 4 floating + Other standard benefits: 401(k) retirement plan, medical, dental and vision, life insurance, short-term...Staff and caregivers + Work with management and the Client to follow through on service issues,… more
- US Bank (Aptos, CA)
- …due diligence + Portfolio construction resulting in tailored investment management and insurance services based upon a client 's unique situation + Refer and ... to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership...partner with other financial services within other US Bank channels, as appropriate Discover… more