- Citigroup (Mill Valley, CA)
- …responsible for executing day-to-day banking activities, including the delivery of client -facing services and processing transactions, in coordination with the ... Customer Service function. The overall objective is to utilize banking...monthly operational tasks, inspections and correspondence with virtual branch support + Lead and mentor tellers through assigning work… more
- Deloitte (San Jose, CA)
- …a Tax Manager in the FTS-DART group, you will provide tax consulting and compliance services to a diverse client base in various industry sectors. You will work ... directly with the client , manage the tax engagement team, have access to...within Deloitte Tax LLP made up of multiple tax service offerings, including Global Tax Depreciation Services .… more
- CIBC (San Francisco, CA)
- …Hours** 40 **Skills** Analytical Thinking, Business Development, Business Growth Strategies, Client Service , Customer Experience (CX), Group Problem Solving, ... credit structuring, underwriting, and negotiating to tailor solutions that meet client needs while aligning with CIBC's risk and business objectives. In… more
- Canon USA & Affiliates (Redwood City, CA)
- …with postal regulations + Prepare special outgoing inter-office pouches sent to client affiliates as scheduled (if applicable) + Package and process outgoing ... overnight items, ie Federal Express, UPS, etc., to meet client and vendor deadlines. Deliver incoming overnight packages within established time frames + Log… more
- Zions Bancorporation (Walnut Creek, CA)
- …all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, ... active for 70 years and has more than 80 full- service branch offices across the state. This dedication has...bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence… more
- Paychex (San Francisco, CA)
- …PEO products and services by developing new clients and increasing the client base to increase profits in the PEO Sales organization. Responsibilities + Under ... inclusive and innovative culture. Our leaders are here to support your career journey; they and our dedicated employees...procedures to ensure a smooth transition onto the PEO service . Expediting the resolution of client problems… more
- BMO Financial Group (Santa Monica, CA)
- …a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and ... services (eg mutual funds, mutual fund wrap accounts, ETF...in collaboration with the lead relationship manager. + Determines client needs and provides solutions though the sales of… more
- Publicis Groupe (Irvine, CA)
- …and provide scaled access to the digital capabilities of Publicis Groupe in service of our clients. Together, the Publicis Digital Experience portfolio endeavors to ... the account team to execute activities for our automotive client accounts. SAE responsibilities include: **Responsibilities** Essential Duties and Responsibilities… more
- Columbia Bank (Los Angeles, CA)
- …solutions across investments, trust and wealth transfer, credit, deposit and other appropriate services . + Manage relationships by leading the client team in the ... for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because… more
- SolomonEdwards (Sacramento, CA)
- …committed, and collaborative individuals who can help us deliver exceptional client service . For more information, visit SolomonEdwards **Position Summary:** ... **About Us** SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full- service professional services firm offering financial,...a Senior Salesforce Consultant to join a global professional services client with operations across North America.… more