- Citigroup (El Cajon, CA)
- …opening accounts , credit cards, etc.) referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service skills, ... delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly...inquiries promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank… more
- WTW (San Francisco, CA)
- …Commuter Account , Health Care and Dependent Care Flexible Spending Accounts , Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify ... **Description** As a Health and Benefits Director you will lead client engagements involving the design and management of the full array of health and benefits… more
- Ketchum (San Francisco, CA)
- … account teams. This includes acting as the day-to-day client and account team point-person/lead, with senior support as needed. + Overseeing and managing ... From the day-to-day work, to overseeing junior staff to client relationships, to account relationships, billing and...and responsibilities across the team. + Serving as a specialist and advisor in research and analysis, to include:… more
- WTW (San Francisco, CA)
- …Commuter Account , Health Care and Dependent Care Flexible Spending Accounts , Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify ... Associate Director, you will be a leader on the client service team and will be responsible for fostering...the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as… more
- Bank of America (San Francisco, CA)
- …of their time on relationship management activities. Assist with and attend client meetings and discussions covering investment strategy, account performance, ... and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist ...This role is an FA Paid Resource. **Skills:** + Account Management + Business Acumen + Client … more
- Financial Partners Credit Union (Downey, CA)
- …with regulations, policies and procedures. + Recognize product exceptions and collaborate with senior specialist or supervisor to resolve. + Develop and maintain ... processes. + Assist internal clients with product/ servicing process questions. + Troubleshoot and resolve client loan issues. + Ensure account compliance… more
- Cognizant (San Francisco, CA)
- …for the industry segment and service offerings. . Develop positive relationships with senior client executives and partner for mutual success. . Drive ... **BPO Hunting Sales - Service Line Specialist - IOA (Intelligent Operations and Automation)** **Location:**.... Provide thought leadership, leading the mind-share conversation across client leadership levels and internal senior management.… more
- Nevada County (Grass Valley, CA)
- …one year case work experience comparable to Nevada County's Human Services Specialist I classification. + Social Worker II (SWII): Journey-level staff members ... medical insurance, dental insurance, vision insurance, life insurance, flexible spending accounts for medical and dependent care expenses, and a deferred… more
- BMO Financial Group (San Francisco, CA)
- …service standards. + Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and ... growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue… more
- Fiserv (San Francisco, CA)
- …Corporate Sales Executive -Fintech do at Fiserv?** Build strategic relationships with senior leaders to acquire new clients across Fiserv products and solution ... offerings. Use your proven track record to open new accounts and drive complex solutions sale and revenue growth in the corporate technology, industrial… more