- MUFG (Los Angeles, CA)
- …Maintain direct communication with assigned customers, if needed by RM ( relationship manager ). + Coordinate and communicate critical account information ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...+ Perform other risk related functions as needed. Deal Support + Work with business lines/product groups to identify… more
- Bank of America (San Marcos, CA)
- …expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. ... borrowing and banking offerings at each stage of the client 's life plan. Key responsibilities include acquiring new and...Detail + Collaboration + Issue Management + Prospecting + Relationship Building The following laws or regulations restrict or… more
- WTW (San Diego, CA)
- …Manage client expectations and raise appropriate issues to Senior Consultants and Client Relationship Managers + Develop a trusted advisor relationship ... clients and internal team members in the delivery of client projects. You will collaborate with other Towers Watson...meetings to monitor progress and identify any issues + Support the generation of new business to current clients… more
- Bank of America (Beverly Hills, CA)
- …expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. ... borrowing and banking offerings at each stage of the client 's life plan. Key responsibilities include acquiring new and...Detail + Collaboration + Issue Management + Prospecting + Relationship Building The following laws or regulations restrict or… more
- HUB International (Los Angeles, CA)
- …overall objectives and requirements. + Maintains regular interactions with clients to develop client relationship as well as advise of new product and service ... term needs may be met. + Interfaces with the client at both the HR Manager /Director as...and PowerPoint to create effective presentations and exhibits. + Relationship Management -Develop and maintain strong client … more
- Bank of America (San Jose, CA)
- …needs **Skills:** + Account Management + Client Solutions Advisory + Customer and Client Focus + Influence + Relationship Building + Advisory + Client ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- IBM (Irvine, CA)
- …will have overall responsibility for the contracted services, the strategic relationship , account growth strategy and fiscal performance of assigned clients. ... Proactively build and manage senior stakeholder relationships and consult with the client to identify and define the innovation and growth strategy and orchestrate… more
- SCI Shared Resources, LLC (Glendale, CA)
- …insurance options (trust), services, as well as use of Customer Relationship Management (CRM) sales software and proprietary contracting software. Responsibilities ... Take pride in service excellence and a technology rich company to support revenue quota achievement. **JOB RESPONSIBILITIES** + Develop trusting relationships with… more
- PNC (Walnut Creek, CA)
- …to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, ... Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical… more
- ClarkDietrich (Carlsbad, CA)
- …be equipped with the required skills to be successful in providing technical support and accurate information to our external and internal customers in a ... trainee on best practices and techniques to collaborate with the General Manager , Engineering Manager , Project Managers and Engineering Technicians throughout… more