- HUB International (Santa Barbara, CA)
- …of our superior customer service and will be charged with ensuring client satisfaction. Other responsibilities of the Producer role include: + Conducting sales, ... solicitation of all forms of insurance business + Maximizing growth and client retention through superior customer service + Developing accounts and cross-selling… more
- Citigroup (Los Angeles, CA)
- …Complete in depth analysis of financial data and other information provided by the client and/or banker in the field + Oversee deal approvals including timing of ... wide variety of sources to develop an assessment of client , competitor/ industry risks and trends for senior management...for an increase credit request to an existing portfolio client . + Pro-actively reach out to line partners, creating… more
- Citigroup (San Francisco, CA)
- …+ Actively manage and mitigate operational, financial, and reputation risk to Citi. Client -Obsession + Serve as key business liaison for all real estate activities ... visits to ensure facilities are being properly maintained and client needs are being met. Some travel will be...met. Some travel will be required. + Exhibit a "think-like-the- client " mentality to proactively and effectively manage needs and… more
- Citigroup (Pleasant Hill, CA)
- …providing full leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales team . The overall objective of ... portfolio growth by identifying opportunities to deepen relationships and increase client acquisition and ensure clients receive optimal service and monitor/adhere… more
- JPMorgan Chase (Downey, CA)
- …by building relationships and providing financial advice with a focus on client experience and risk management. **Job** **Responsibilities** + Acquire, manage, and ... risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio + Regularly conduct in-person… more
- BlackRock (San Francisco, CA)
- …investment advice; to minimize costs and taxes; and to incorporate each client 's unique values-aligned preferences into their investment portfolio. We are a ... to the success of the SMA business: we load custodial data about our client 's portfolios; we disseminate trades on their behalf; we gather security, benchmark, and… more
- LiveRamp (San Francisco, CA)
- …logo sellers responsible for driving new revenue growth and building a strong client base. + Manage, hire, and lead performance conversations with team members. + ... Be a hard, thoughtful worker and strategic, creative thinker. + Have experience successfully navigating complex deal cycles across a broad portfolio of products. **About you:** + 5-10 years of successful SaaS sales leadership experience within the enterprise… more
- BlackRock (San Francisco, CA)
- …proposals and consultations. + Draft and negotiate service provider, intermediary and client contracts. + Draft and update SEC registration statements and other ... regulatory documents and shareholder communications. + Collaborate with the compliance function, including the enhancement of internal policies and procedures aimed at mitigating risk, meeting applicable regulatory requirements and/or improving operational… more
- Centene Corporation (Sacramento, CA)
- …with proposals, presentations, and contract negotiation as needed. + Monitor client satisfaction, address concerns, and present enhancements as needed. + Monitor ... and analyze sales activity against goals and recommend action plans to improve results. + Perform competitor analysis and recommend action plans. + Research competition's strengths and weaknesses and recommend action plans. + Communicate latest products,… more
- Citigroup (Danville, CA)
- …and direction to a team of employees in an effort to grow sales and client base in coordination with the consumer sales team. The overall objective of this role ... is to grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams. **Responsibilities:**… more