- UMB Bank (Sacramento, CA)
- …assigned commercial banking relationships. Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to ... performance benchmarks and perform regular financial reviews. Provide recurring customer service to existing and prospective clients, which includes direct contact… more
- Sharecare (Sacramento, CA)
- …(ROI) requests in a timely and efficient manner while delivering exceptional customer service . The Associate must safeguard patient privacy at all times by ... customer service by being attentive, respectful, and responsive to client needs proactively identifying and resolving concerns. + Maintains a clean, professional… more
- The Walt Disney Company (Glendale, CA)
- …engineering behind personalization, commerce, lifecycle, and identity. **Engineering Services ** designs, builds, and sustains technology that powers DEEP&T ... In doing so, they contribute to a series of cross-functional services and technologies, including Quality Assurance, Data Analytics, Software Development, Broadcast… more
- Bank of America (Cupertino, CA)
- …experience. In lieu of this requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate , Lending Client Support ... applies knowledge of borrowing and banking to recommend financial services that best align with the client 's...service skills with ability to manage the full client end-to-end experience and problem resolution. + Strong written… more
- PwC IT Services Co. (Irvine, CA)
- …Applicable **Specialism** IFS - Internal Firm Services - Other **Management Level** Senior Associate **Job Description & Summary** At PwC, our people in ... **Line of Service ** Internal Firm Services **Industry/Sector** Not...user experiences. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire… more
- Capital One (Sacramento, CA)
- Senior Associate , Capital One Concierge, Delivery Lead - Velocity Black (Remote) This is your opportunity to join Capital One's new, luxury vertical: Velocity ... strong technical background (ideally building highly scalable platforms, products, or services ) with the ability to proactively identify and mitigate technical risks… more
- Cushman & Wakefield (San Francisco, CA)
- **Job Title** Senior Associate , Americas Strategic Consulting **Job Description Summary** This unique role will be focused on delivering real estate and business ... advisory services to some of the world's most innovative companies....innovative companies. The advisory work delivered by this talented Sr . Associate will have a meaningful impact… more
- Insight Global (Agoura Hills, CA)
- Job Description A client of Insight Global is seeking a Senior Tax Associate to join their growing team! This position is fully remote but you must reside in ... estimated taxes, and the completion of applicable transactions. - Senior will have a direct report associate ...and work. We encourage continuous feedback and development. - Senior will be included on day-to-day client … more
- City National Bank (Long Beach, CA)
- *RELATIONSHIP ASSOCIATE SENIOR - PBB* WHAT IS...on a daily basis in handling all areas of client service , operational tasks, and sales consultation. ... Expert in all aspects of providing exemplary client service and assisting clients with any...actively identifies cross sell opportunities of CNB products and services . * Supports sales colleagues to build and maintain… more
- Kestra Financial (Palo Alto, CA)
- …over the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting ... can meet their needs. + Prepare sales presentations/proposals to explain investments and services to a potential client . + Complete expense reports, sales… more