- CIBC (Newport Beach, CA)
- …40 **Skills** Analytical Thinking, Business Development, Client Issue Resolution, Client Service , Customer Experience (CX), Financial Advising, Financial ... expansion of existing relationships. + Identify, Source and Lead new high net worth client relationships that...effective partnerships and teamwork to ensure a level of service delivery that is professional, seamless and timely. Serve… more
- Bank of America (Beverly Hills, CA)
- … client relationships through platform services, supporting clients with self- service or transactional activities, and providing exceptional client care. ... experience utilizing laptop technology. Skills: * Active Listening * Business Acumen * Customer and Client Focus * Oral Communications * Problem Solving *… more
- Comerica (San Francisco, CA)
- …navigating internal territory concerns by finding the best solution for the client ; orchestrating the appropriate providers; and addressing service issues where ... you will be part of a team of experienced professionals providing exceptional client experience with a robust platform of investments, credit, trust and planning… more
- Cushman & Wakefield (Irvine, CA)
- …coordination with the account planning process, develop an overall vision for to increase client value and C&W service delivery and revenue growth across ... overall client satisfaction and sales efforts Key competencies: + Customer Relationship Management + Leadership + Communication (oral and written) + Financial… more
- HUB International (Encino, CA)
- …and conditions. The Account Executive may work with other members of the client service team, utilizing available resources and personnel as appropriate, in ... client . The Producer has primary responsibility for client relationship management and initiating new sales....on assigned accounts. (When applicable) + Ensure that all client service needs are promptly and professionally… more
- CBRE (San Francisco, CA)
- …action. + Excellent listening skills with the ability to effectively assess client needs. + Demonstrated customer relationship management experience. + Requires ... Director, Enterprise Occupier Solutions Job ID 208590 Posted 28-Feb-2025 Service line GWS Segment Role type Full-time Areas of...- Connecticut - United States of America, Newark - New Jersey - United States of America, Philadelphia -… more
- Compass Group, North America (Concord, CA)
- …our _growth_ . Interested in joining our team? You bring the enthusiasm, customer service , and commitment; we'll supply the _opportunity_ and innovation. ... ad hoc reports on key metrics, including: + OCS/Pantry client service performance (primary focus) + Sales...diverse audiences + Support sales operations with insights for new business and program expansion ** Client -Facing Support**… more
- Bank of America (San Diego County, CA)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele *...or equivalent Skills: * Advisory * Account Management * Client Experience Branding * Customer and … more
- Bank of America (Oxnard, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... part of daily activities + Identifies and engages potential new clients through referrals or financial center clientele +...insurance licenses **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and … more
- Bank of America (San Francisco, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... part of daily activities + Identifies and engages potential new clients through referrals or financial center clientele +...insurance licenses **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and … more