- CIBC (Newport Beach, CA)
- …Type** Regular **Weekly Hours** 40 **Skills** Analytical Thinking, Business Development, Client Issue Resolution, Client Service , Customer Experience ... greater expansion of existing relationships. + Identify, Source and Lead new high net worth client relationships...seamless and timely. Serve as client 's primary client advisor while introducing and supporting the team… more
- BMO Financial Group (Sacramento, CA)
- …investments). + Implements a relationship management plan in collaboration with the lead relationship manager. + Determines client needs and provides solutions ... provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF...Works collaboratively and in partnership with members of the client relationship team to apply a consultative… more
- Stantec (San Francisco, CA)
- …will allow you to apply building mechanical engineering principles, your superior client service skills, and project management best practices to deliver ... Stantec's Buildings team is on a mission to become the...projects that meet project requirements, exceed client expectations, and meet project financial and other objectives.… more
- Optiv (San Francisco, CA)
- …of this cross-functional team will typically include a Solutions Architect, Client Operations Specialist and services practices personnel as appropriate for ... you'll make an impact** + Build trusted, effective and productive relationships with client executives within assigned accounts. + Lead creation of multi-year… more
- Kyndryl (Sacramento, CA)
- …projects to successful completion, maintaining a focus on quality, timelines, and client satisfaction. + **Collaborative Leader:** Excels in team environments, ... be at the forefront of driving continuous improvement and delivering exceptional service to our customers. **Summary** The Healthcare IT Applications - Systems… more
- Columbia Bank (San Diego, CA)
- …within an established team , which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part ... as a top-line professional, establishing and sharing best practices in segmentation, client engagement processes, team dynamics, and relationship management both… more
- TAIT Towers (Burbank, CA)
- …leader, project manager, client relationship manager and people manager. As project lead , the Producer is both responsible and accountable for all aspects of the ... no direction. The Producer will also be able to lead creative and technical teams and work under a...experience in successfully delivering production solutions,preferably in a global client - service organization + Bachelor's degree from a… more
- Eileen Fisher (San Leandro, CA)
- …share through community outreach and company sponsored events. + Co- Lead the team on executing superior customer service and after sales experience to ... support achieving store business objectives, while creating an unsurpassed service culture. You will perform with high integrity in...fully educated on the brand and seasonal strategy. + Co- Lead the team to consistently establish relationships… more
- Deloitte (Los Angeles, CA)
- …taxable income reports, communicating with clients, their servicers and/or administrators and lead client resources. Specific responsibilities of the PSG - TARDI ... and accountants? This is the place for you! The Team National Federal Tax Services (NFTS) is...Leading client engagements: responsible for communicating with client , managing and supporting professionals on our team… more
- Grant Thornton (Los Angeles, CA)
- …continuously learning new technologies to collaborate with team members and enhance service delivery + Engage directly with client executive leadership to ... Technology Modernization Strategy Manager, you'll provide strategic technology advisory services to address business needs throughout client ...firms in more than 150 global markets. About the Team The team you're about to join… more