- JPMorgan Chase (San Francisco, CA)
- …resource to clients * a Wealth Manager that acts as the day-to-day manager of the client 's investment assets * a Financial Planner for certain clients ... The Client Specialist is a sophisticated wealth expert that...wealth services to best meet the objectives of each client . The Client Specialist provides high level...* an Insurance Specialist for certain clients * a Trust Officer… more
- Open Mind Health (CA)
- LOCATION: REMOTE REPORTS TO: CLIENT LIAISON MANAGER ABOUT OPEN MIND HEALTH We are a collaborative team of mind-body-spirit experts who provide innovative, ... Blue Shield, Optum, United, Kaiser Permanente, and more. + Communicate with insurance companies/referrers/payers to document details of client referral, … more
- Maxim Healthcare (Monterey, CA)
- Maxim Healthcare is hiring for a Client Relations Specialist to work with clients, patients and active caregivers to monitor program participants' ability to manage ... care, and provide customer service. To support this market's client population, proficiency in both English and Spanish is...& weekly paychecks + Health, dental, vision, and life insurance + 401(k) savings plan with company matching +… more
- Umpqua Bank (Lakeport, CA)
- …the bank's Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch Manager , the Client Service Specialistrole's ... Client Service Specialist I Retail Banking Group Lakeport,...for qualifying associate contributions, an employee assistance program, life insurance , disability insurance , tuition assistance, mental health… more
- Umpqua Bank (Templeton, CA)
- …the bank's Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch Manager , the Client Service Specialist ... Client Service Specialist Retail Banking Group Templeton, California...for qualifying associate contributions, an employee assistance program, life insurance , disability insurance , tuition assistance, mental health… more
- Black & Veatch (San Jose, CA)
- ** Client Director - Water Business - Northern California** Date: Aug 13, 2025 Location: Walnut Creek, CA, US San Jose, CA, US Company: Black & Veatch Family of ... will have the opportunity for business management with priorities on client relationship development in the **Northern California region** , effective positioning… more
- WTW (Los Angeles, CA)
- …+ I would delete this one for GDPs: In collaboration with the lead client relationship manager , actively expands existing client relationships and supports ... having the opportunity to deep dive within their respective business area. ** Client Advocacy Commercial Lines Overview** Colleagues in this role will support… more
- Cherry Bekaert (Sacramento, CA)
- …yours, we'd like to hear from you. Let's grow your career as an ** Insurance Audit Manager ** supporting our Louisville practice. **We will consider remote ... and accounting issues + Review financial reporting and ensure client deliverables are provided in a timely manner. +...interpersonal, oral and written communication skills. + Experience with Insurance audits + Proven ability to lead and develop… more
- Cayuse Holdings (Sacramento, CA)
- …**_EMPLOYEE TYPE:_** Full-Time Salary Exempt **_TRAVEL:_** Yes **_RELOCATION:_** No Our client account leaders build, lead, sell and deliver large, complex, programs ... on building long-term, trusting relationships with our key clients, evaluating client priorities while aligning their interests and Cayuse's capabilities for the… more
- BMO Financial Group (Sacramento, CA)
- …service support to grow the Bank's market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, ... and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service needs through a… more
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