- Bank of America (Chico, CA)
- …and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client ... clients in a Merrill branch with annual revenues of $100k-$5mm. Key responsibilities include identifying needs, developing relationships, reviewing investment goals,… more
- American Express Global Business Travel (Sacramento, CA)
- …to effect win/win solutions. + Prior successful experience in developing and maintaining key client and supplier relationships. + Prior experience in effectively ... our industry. We're here to help our colleagues achieve success and offer an inclusive and collaborative culture where...and planning required. + Strong ability to interact with client contacts at a meeting level and key… more
- IQVIA (San Francisco, CA)
- …and develop custom solutions across the life sciences value chain. **Responsibilities** + Build client intimacy with key stakeholders at key accounts to ... delivering innovative solutions across the product lifecycle. + Proven success in selling complex and/or strategic engagements to HQ.../ Global level. + A track record in building client relationships, ideally including experience of account … more
- HUB International (Culver City, CA)
- …corporate risk managers + Collaborate closely with the dedicated claims director and account service teams to ensure seamless client service delivery + ... you are seeking. We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth… more
- Kestra Financial (Palo Alto, CA)
- …exceptional ongoing account management to existing clients to ensure their financial success + Complete client fact finders and update financial plans. + Use ... sales application. Training in the building of a vibrant client base where one can exceed client ...about local businesses and the start-up industry + Identify key decision makers through face-to-face, phone, email, LinkedIn and… more
- Ketchum (Los Angeles, CA)
- … engagement through proactive idea generation, creativity, and participation in all aspects of the account + Play a key role in planning and implementation of ... + Ability to work in a multi-faceted, fast-paced environment + Strong sense of client service, with the ability to manage tactical projects while also capable of… more
- Grant Thornton (San Francisco, CA)
- …Manager, you will have the opportunity to grow and contribute to our clients' success by helping them identify and understand their business risks. You will play a ... key role in both proactively addressing and responding to...supported by the resources and environment necessary for your success . From day one, you'll be empowered by the… more
- Sharecare (Sacramento, CA)
- …in a consultative sales environment. Collaboration with internal colleagues, namely operations and client success functions, will by key to success ... Provider Sales Manager is responsible for protecting existing named account revenue as well as growing and expanding Provider... client facing and presentation skills + Strong client success skillset with excellent relationship selling… more
- Stantec (Los Angeles, CA)
- …region. Which includes: - The development and maintenance of a cohesive Stantec brand, - Key client and account development and maintenance, - Market and ... - Support BCPL through personal involvement where appropriate in key client relationships, strategic project pursuits and...leadership within the BC. - Where appropriate, be a key member or lead account manager for… more
- JPMorgan Chase (Los Angeles, CA)
- …behalf. + Establishing an annual strategic plan, maintaining regular contact with key client representatives, including field consultants, delivering very clear ... Asset & Wealth Management, managing over $2 trillion in client assets, is a global leader in investment and...and concise account reviews, including thoughtful interpretations of near term economic… more