- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate - Multi-Family Office A prestigious multi-family office headquartered in San Francisco is seeking a highly motivated and ... experienced Senior Client Service Associate to join its team. This firm provides...Commitment to diversity, equity, and inclusion. + SEC-registered investment advisor . Excited about this opportunity? Apply today and send… more
- SHI (Sacramento, CA)
- …will uncover and develop opportunities by building strong relationships with the customer alongside our sales teams. This individual will consult on data center, ... + Collaborate with account teams to evaluate and understand customer data center environments and infrastructure technologies. + Design...team and customers. + Act as a trusted IT advisor for customers, partnering with Field Account Executives. +… more
- BMO Financial Group (San Diego, CA)
- …objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and ... to customers/clients and prospects. + Acts as a trusted advisor to senior leaders for making business decisions and...Communicates goals, plans, and assignments to achieve financial and customer service goals. + Leads the implementation… more
- Banner Health (CA)
- …business. Partners across organization and related functional areas to understand internal customer needs related to service excellence, including but not ... implement, and coordinate facility activities to maximize information technology service quality, effectiveness and efficiency. 3. Innovation and Futures: Analyzes… more
- Banner Health (CA)
- …business. Partners across organization and related functional areas to understand internal customer needs related to service excellence, including but not ... implement, and coordinate facility activities to maximize information technology service quality, effectiveness and efficiency. 3. Innovation and Futures: Analyzes… more
- SMBC (Los Angeles, CA)
- …is to be "the bank of choice" for middle market and professional service companies by establishing long term customer relationships and loyalty, providing ... California middle-market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service companies, including small businesses and professionals. The anticipated… more
- Amazon (Palo Alto, CA)
- …effectively and respectfully with employees, supervisors, and staff to ensure exceptional customer service ; and follow all federal, state, and local laws ... technical domains to drive transformative business outcomes. As a Principal-level advisor , you will be responsible for identifying patterns across customers,… more
- Kestra Financial (Palo Alto, CA)
- …meeting clients' needs and developing prospects. This position utilizes excellent customer service and problem-solving skills to confidently provide information ... prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships and establish credibility and...to detail. + High level of professionalism with strong customer service skills. + Strong Organizational and… more
- Deloitte (Sacramento, CA)
- …communication, collaboration, and negotiation skills to lead an environment driven by customer service and teamwork + Excellent leadership skills including ... legal, finance and delivery to act as a strategic advisor to help optimize deal flow along with sales...Core Risk Managers on foundational Operate plays (eg, AMS+, Deloitte-as-a- Service , Hybrid Services, and Sticky Deal Constructs), focused on… more
- Bank of America (Irvine, CA)
- …training for team members **Skills:** + Account Management + Business Acumen + Customer Service Management + Client Management + Portfolio Management + Referral ... or relationship management. Key responsibilities include providing quality client service , and operations support and executing problems where extensive analysis… more