- Umpqua Bank (Sacramento, CA)
- …for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because ... management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth management… more
- Bank of America (Newport Beach, CA)
- …to deliver the best possible and optimally integrated strategic solution for the client or prospect. The role is balanced between analysis of clients and prospects ... credit solutions, and the active management of asset quality. Client facing, the CPO collaborates with the Client...transactions with minimal oversigh + Provide ongoing coaching and support to other Credit Products team members, reporting to… more
- Kyndryl (Sacramento, CA)
- …in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role demands a ... organization. This role will also be leading the overall client engagement and delivering high quality client ...a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into… more
- Nuvolum (San Francisco, CA)
- …experience. + Retain responsibility for tracking, reporting, and maintaining initiatives as directed to support the strategic goals of the client + Learn your ... bring ideas forward, keep learning, and provide continuous mutual support . We champion each other's successes and lean in...We're looking for experienced Account Managers to address daily client needs, communicate wins, and drive the execution and… more
- Grant Thornton (San Diego, CA)
- Technology Modernization - Client Relationship Executive - NetSuite As a Client Relationship Executive, you will be a core member of our national sales team and ... will be chartered with assisting in strategically building our client base across their assigned industry and region, as...path with more: more opportunity, more flexibility, and more support . It's what makes us different, and we think… more
- M&T Bank (Costa Mesa, CA)
- … client meetings and presentations and prepare related relevant documentation to support the attraction, retention and expansion of client relationships. + ... **Overview:** Manages client relationships and daily administration of assigned Global...or over the phone and prepare fee proposals to support new business opportunities. Evaluate fees for suitability and… more
- Citigroup (San Francisco, CA)
- …role that provides support to our Relationship Managers and enhances the client experience. The RA supports the needs of the Banker by managing the multiple ... partners that bring simplicity in an increasingly complex world, client -centric solutions for long term growth and pave the...access Citi's global network, locating local coverage and product support across the globe + Works with RMs and… more
- City National Bank (Beverly Hills, CA)
- …WHAT IS THE OPPORTUNITY? Develops new business prospects and manages existing client relationships in the assigned business segment. Works with a variety of ... product partners to present solutions that address client needs. Is responsible for profitable growth of the...issues. * Coordinate objectives and define responsibilities for product support teams in a relationship or transaction. * Monitor… more
- Grant Thornton (San Francisco, CA)
- …improvements, vendor audits, risk and control assessments, investigations, litigation support , and project monitoring initiatives within the Forensics Advisory ... Services Practice - all with the resources, environment, and support to help you excel. From day one, you'll...propose recommended controls to address identified gaps + Run client engagements from start to finish, including planning, organizing,… more
- Compass Family Services (San Francisco, CA)
- …We provide families experiencing or at risk of homelessness with comprehensive support to address immediate needs and ensure long-term success. About the team: ... for barrier removal and skill-building. Through group instruction and individual support , C-Work equips parents for a successful job search. Schedule: Monday… more