- Robert Half-Robert Half Corporate (Oakland, CA)
- …superior service . **Leadership Approach** + Leads with character, builds trust , respect and credibility through actions and behaviors. + Promote and support ... than 75 years, our history of success and strong client relationships provide a level of stability few companies...our people receive varies based on their years of service and is pro-rated based on the hours worked… more
- Cayuse Holdings (Sacramento, CA)
- … service delivery, project management or business operations) balancing client interaction, delivery excellence, and profitability with advancing long range ... our people. + Live our commitment to advancing our corporate mission. + Have the courage to advocate for...+ At least 5+ years managing IT or professional services with complex, large clients. + Our Client… more
- FranklinCovey (CA)
- …and cultures that get breakthrough results through collective action. Our services and products are primarily delivered through our subscription offerings, which ... schools and institutions. To learn more, visit franklincovey.com . **Title:** Client Partner (2879) **Payroll Title:** Client Partner **Division** **&… more
- Umpqua Bank (Roseville, CA)
- …identification of opportunities to cross-offer additional solutions that would benefit the client , increase penetration-rates of products & services for the ... financial/market information and Relationship Expansion Tool, to identify additional products/ services that would satisfy client needs and establish/deepen… more
- Moss Adams LLP (El Segundo, CA)
- …Staff in client engagement management and technical expertise in individual, trust , partnership, corporate , federal, state, local and foreign tax returns, ... **Tax Senior Manager - Private Client ** **Description** At Moss Adams, we champion authenticity....supervising and training experience + Subject matter expert in corporate , partnership, individual or trust and estate… more
- City National Bank (Los Angeles, CA)
- …risk management and compliance matters. Works with the management team to incorporate client service and operational integrity into all aspects of the lending ... * Client Servicing Manager Division Operations- Private Bank* WHAT...in 1954, City National provides personalized banking, investment and trust services in select markets including Los… more
- JPMorgan Chase (San Francisco, CA)
- …and maintain relationships with a large number of clients by earning trust , understanding client needs, providing targeted advice, developing thoughtful ... your career to the next level. As a National Client Banker, you are responsible for advising families on...years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66… more
- Guidehouse (Los Angeles, CA)
- …the firm + Proven ability to develop senior-level relationships across the Financial Services client ecosystem + A high level of intelligence, strategic, ... the power of Guidehouse's unique assets in Commercial Financial Services to drive unmatched value to client ...growth + Ability to oversee large, complex, multi-work stream, client service delivery teams ($5M+) and/or manage… more
- CRC Insurance Services, Inc. (Woodland Hills, CA)
- …great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust , collaboration, and innovation to ... partner to the Sales organization and a subject-matter leader within the Service department. This role extends beyond traditional sales support functions-serving as… more
- City National Bank (Los Angeles, CA)
- …team. Position will serve as a liaison between City National Bank and SEI Private Trust Company for such transactions as Corporate Actions, Mutual Fund Trades, ... litigation) related to Trust Department securities. Notifies Trust Department Account Officers of voluntary corporate ...desks and operational areas * Reviewing system records and client agreements to ensure company standards and client… more