- CVS Health (Sacramento, CA)
- …Delivers product training to clients and resolves escalated customer service issues. ** Client Relationship Management ** Function as single point of contact for ... identify trends and areas for improvement. Present findings and recommendations to management . ** Client Onboarding** Manage the onboarding process for new… more
- CDM Smith (Concord, CA)
- …looking for a candidate who will help continue this tradition through both the management of existing client portfolios and the development of strategies to grow ... CDM Smith has a new opportunity for an experienced Client Service Leader to lead client engagement...Smith Placement Agreement from the CDM Smith Recruitment Center Manager to receive payment for your placement. Verbal or… more
- Bank of America (Los Angeles, CA)
- …partnership with Private Bank, leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability ... and client relationship experience + Working knowledge of treasury management products and services + Excellent verbal/ written communication and presentation… more
- CDM Smith (Carlsbad, CA)
- …team, the Client Service Leader contributes by: * Leading business development, client engagement, client service management , and strategic marketing for ... in any of our CDM Smith offices CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and wastewater background to help further… more
- City National Bank (Anaheim, CA)
- * CLIENT OFFICER* WHAT IS THE OPPORTUNITY? Assists the Client Manager in supervising and participates in the operations, client service, and internal ... colleague schedules and internal workflow. They may assist the Client Manager in interviewing perspective new colleagues...the operational integrity of the branch as defined by management and bank policy. This colleague understands and is… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …in enhancing the client experience and operational efficiency. Position Overview The Client Services Manager will serve as a primary point of contact for ... Requirements Qualifications + Bachelor's degree with 6-8 years of experience in client -facing roles, preferably within family offices, wealth management , or… more
- Bank of America (Santa Maria, CA)
- FC Client Service Representative - Santa Maria Financial Center - Spanish Required Santa Maria, California **To proceed with your application, you must be at least ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Santa-Maria/FC- Client -Service-Representative Santa-Maria-Financial-Center Spanish-Required\_25030495) **Job Description:** At Bank of America,… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …is seeking a Client Associate to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families. This ... Description Client Associate - Family Office San Francisco (Steps...firm is known for delivering white-glove service across wealth management , financial planning, lending strategy, and family office services.… more
- Deloitte (Los Angeles, CA)
- Client Relationship Executive (State of California Local Government) - Relationship & Sales Excellence Are you driven by a passion for spearheading industry-leading ... and local government? If so, a career as a Client Relationship Executive could be the role of a...high performing candidates with an entrepreneurial spirit, strong relationship management skills and a proven track record in selling… 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, ... keep the manager and key stakeholders informed. + Handle confidential client information according to HIPAA standards. + Work independently and within a team.… more