- Publicis Groupe (El Segundo, CA)
- … financial management process inclusive of budget authorization, buy entry, client billing, supplier invoice reconciliation and payment, financial reporting, ... our clients' brands, and to buy more products and services from them. Balancing the nimble spirit of a...and technology-driven solutions. + Partner with Spark Finance and Client Finance/Procurement teams to deliver financial reporting… more
- Columbia Bank (Santa Rosa, CA)
- …with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service . + Other responsibilities ... asset management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth… more
- BXP (San Francisco, CA)
- …of maintenance services . Serve as the primary point of contact for client services . Essential Functions: Operations + Create purchase orders and service ... new vendor setup. + Execute prompt, accurate billing of client work orders for billable services on...procedures and supplying general building information. + Notify Property Manager of repeat client complaints or unusual… more
- Grant Thornton (Los Angeles, CA)
- …completing priorities in a rapidly growing team environment + Exceptional client service , communication, analytical, organizational and project management skills ... service providers and controls. + Actively participate in client engagements from start to completion, which includes planning,...and develop recommendations + Work with project team and client to deliver services in accordance with… more
- Bank of America (Newport Beach, CA)
- …**Job Qualifications:** + Two or more years of B2B sales and/or client service experience in a financial services environment; preferred candidates will ... are guided by a common purpose to help make financial lives better through the power of every connection....training + Complete industry research on clients and prospects; client opportunity analysis + Ensure escalated service … more
- Citigroup (San Francisco, CA)
- …a financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and ... Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ...Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time… more
- Citigroup (Downey, CA)
- …a financial advisory capacity . Experience in a proactive, successful sales and service role in the financial services industry . Strong analytical and ... Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ...Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time… more
- US Bank (Aptos, CA)
- …based upon a client 's unique situation + Refer and partner with other financial services within other US Bank channels, as appropriate Discover How You'll ... information, conduct the needed discovery, assess investment needs, and evaluate each client 's unique needs + Determine which financial products are suitable… more
- Bank of America (San Jose, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... + Leverages extensive financial data to identify possible solutions to meet client needs and goals + Schedules, prepares, and attends client meetings to… more
- Stantec (Irvine, CA)
- …established timeframes and budgets. - Meet technical, contractual, schedule, budgetary and client service objectives for projects. - Apply strong engineering ... and markets and continually strengthens skills. Your Capabilities and Credentials - Outstanding client service skills with ability to lead practice members in… more