- JPMorgan Chase (El Segundo, CA)
- …products, pricing and quoting and locking interest rates at the request of the Client Manager . + Develop a working knowledge of treasury services products and ... and accurately. + Act as a liaison between the Client Manager and the processing team and...strong attention to detail and time management. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19… 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
- 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
- Columbia 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
- Columbia 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
- 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
- Hartford Steam Boiler Inspection and Insurance Company (San Francisco, CA)
- Customer Success Manager **Company** HSB **Location** San Francisco , United States As part of the Digital Risk Management team, you will be working in a startup ... You will be actively involved as the customer success manager for our B2B and B2C SaaS products, to...CSM is responsible for ensuring that customers (including insureds, client companies, and agents and brokers) are satisfied with… more