- Bank of America (San Francisco, CA)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and makes… 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 well as expanding our relationship with key… more
- Black & Veatch (Rancho Cordova, CA)
- …California. The ideal candidate will be responsible for developing client and pursuit strategies, relationship management, leading business development activities, ... overall business financial management, contract management, and ensuring client satisfaction. The Client Director is accountable for meeting new business and… more
- Grant Thornton (Los Angeles, CA)
- …by high quality tools and resources to thrive in your role to meet client needs and help you achieve more, confidently. Your day-to-day may include: + Manage, ... direct, and monitor multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries;… more
- Citigroup (Los Angeles, CA)
- …Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, ... + Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals… more
- Grant Thornton (Newport Beach, CA)
- …the US, Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful ... to, the following: + Working on a variety of client engagements in varying industries + Networking with your...work efficiently and effectively in a complex team environment Training Grant Thornton provides both local and national … more
- Optiv (San Francisco, CA)
- …delivery processes are current, consistently followed, and effectively support high-quality client engagements. As both a people leader and a billable resource, ... the Practice Manager will oversee delivery standards, participate in client engagements, and mentor team members to ensure ongoing growth and excellence. **How… more
- TEKsystems (San Diego, CA)
- …Level Required: Active Secret Clearance Employment Type: Full-Time Position Overview: Our Client is seeking a skilled and experienced Federal Project Manager to ... of federal projects, from planning to execution, ensuring alignment with client goals, timelines, and budgetary constraints. * Develop detailed project plans,… more
- BMO Financial Group (Newport Beach, CA)
- …As an Analyst, you will participate in ~10 weeks of intensive classroom-based training in Chicago to develop key competencies, enhance technical skills, expand their ... fully paid for by BMO. Upon successful completion of training , you will return to your home market to...with bank policies and procedures while maintaining an exceptional client service environment. + Performs financial analysis and calculations,… more
- The County of Los Angeles (Los Angeles, CA)
- …accurately and in a timely manner. + Coordinates the delivery of staff training necessary to maintain mandated levels of services. + Monitors service delivery to ... served by the programs, as needed. Requirements MINIMUM REQUIREMENTS: TRAINING AND EXPERIENCE: Option I : A valid, current...to assess the mental health care needs of the client and develop a treatment plan tailored to the… more