- Grant Thornton (San Francisco, CA)
- …and propose recommended controls to address identified gaps + Run client engagements from start to finish, including planning, organizing, conducting, directing, ... clients to manage expectations, ensure satisfaction, and become a trusted business partner + Working closely with engagement teams and managing and conducting… more
- Citigroup (Riverside, CA)
- …discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools ... based on client profiling. + With the support of product specialists,...and other compliance norms are strictly adhered to + Partner with all roles on branch team to ensure… more
- Bank of America (San Jose, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance , Income Tax Planning, and Investment Management and a comprehensive… more
- Stantec (Sacramento, CA)
- …will allow you to apply building mechanical engineering principles, your superior client service skills, and project management best practices to deliver projects ... that meet project requirements, exceed client expectations, and meet project financial and other objectives....and visibility with current and prospective clients, sub-consultants, and partner firms in the local and regional A/E industry.… more
- AECOM (Los Angeles, CA)
- …as an Owner's Representative as part of a program management team for a state client . + Oversee all aspects of the project(s) and ensure all facets of the project(s) ... consultants, contractors, and inspectors. + Serve as a liaison between client personnel and all stakeholders including the public/resident regarding project… more
- Rincon Consultants (San Luis Obispo, CA)
- …development and water infrastructure projects, while also driving business development, client management, and team leadership. The ideal candidate will bring deep ... passion for community-focused planning, and the ability to grow client relationships and mentor staff. You'll work closely with...Firm to Work For' by the Zweig Group. We partner with clients in sectors such as transportation, energy… more
- JPMorgan Chase (Walnut Creek, CA)
- …both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an ... maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and… more
- A Bright Future, Inc. (American Canyon, CA)
- …Bright Future, Inc. delivers competitive and outstanding service to our participants and partner with vendors align with our Company's goals and values. We all share ... and skill building activities. Behavior Support Specialists collect data and maintain client records in accordance with the specified behavior intervention plan and… more
- US Bank (Aptos, CA)
- …resulting in tailored investment management and insurance services based upon a client 's unique situation + Refer and partner with other financial services ... significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a… more
- H&R Block (Cupertino, CA)
- …services to Block Advisors small business clients including assisting with client onboarding, accurate and timely recording of financial transactions, financial ... miscellaneous bookkeeping and payroll services as needed. You will partner with Tax Advisors to deploy an effective two-way...assist in the overall development of the business services client base serviced by Block Advisors. Day to day,… more