- Bank of America (Richmond, CA)
- …Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management ... as opening accounts, account maintenance, and Digital Assisted Shopping + Manages client interactions by taking the best course of action for the bank and its… more
- Bank of America (Alhambra, CA)
- …Acumen * Customer and Client Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding * Client Management ... as opening accounts, account maintenance, and Digital Assisted Shopping * Manages client interactions by taking the best course of action for the bank and its… more
- TIAA (Redwood City, CA)
- …(ie: prepares status reports, coordinates with client transition manager and client account manager to schedule transitions). + Develops and delivers ... client account managers, trust administrators, other associates, members of management , client staff, and legal counsel to resolve issues and problems… more
- WTW (San Francisco, CA)
- … and day-to-day communication liaison with our clients, trouble shoot issues, create client deliverables, contribute to client management and new business ... issues based on context knowledge of trends and innovative multi- client solutions. As an HR Mergers & Acquisition Associate...your experience to make recommendations on plan design and management for the full array of M&A projects. In… more
- Acxiom (Sacramento, CA)
- …MS Office, Excel, PowerPoint, MS Project, Visio). * Strong facilitation and client relationship management capabilities. * Collaborative and inclusive team ... digital marketing impact. They will work as an integral extension of the client 's marketing team, contributing to the client organization's vision and success.… more
- Comerica (San Francisco, CA)
- …Be viewed as an advisor by serving as a resource speaker for related activities. Client Management Determine client needs by meeting with them to review ... client commitment and collect assets. Effectively transition the client relationship to the relationship manager by...advisors; and setting the stage for follow-up sales opportunities. Account Management Oversee the preparation of new… more
- InGenesis (Fremont, CA)
- …will work closely with the onsite Program Manager , who overseas account performance and manages client relationships. This position will be partnering ... * Serve as the primary liaison between the Program Manager and internal HQ teams, ensuring effective communication and...align daily support tasks with broader program goals and client expectations. * Provide account recruitment as… more
- Paycom Online (Sacramento, CA)
- …Paycom platforms in accordance with Paycom Security Standards + Proactively anticipates client (s) needs and assesses risk + Keeps management informed of ... client acceptance and meet all Paycom standards **Change Management ** + Actively drives the company vision through the...to ensure perfect first payrolls + Ensures documentation of client processes and account notes are logged… more
- Wolters Kluwer (Sacramento, CA)
- …by identifying opportunities in target accounts using competitive products and engaging our client accounts at the management and executive level to identify ... by identifying gaps/issues where current products do not meet client requirements; work with Product Managers to translate unmet...+ Work with other sales personnel and Division Sales Manager to address account /channel conflicts. + Develop… more
- PNC (Corona, CA)
- …Decision Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Client Relationship Management , Customer Experience Management ... have an opportunity to contribute to the company's success. As a Relationship Manager within PNC's Healthcare Business Banking organization, you will be based in… more