- Grant Thornton (San Diego, CA)
- …Corporate Tax Solutions Family generally has the primary tax relationship with the client , and you will help with the engagement management for multiple clients for ... Tax Office (WNTO), to support all areas of the client 's tax functions, because together is how we succeed....we believe in making business more personal and building trust into every result - for our clients and… more
- TIAA (Walnut Creek, CA)
- …Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets and a ... tailored approach to investment management. In this role, strategic thinking and trust -building with clients are central, along with mentoring junior talent and… more
- City National Bank (Westlake Village, CA)
- …guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions within delegated ... customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies… more
- US Bank (Walnut Creek, CA)
- …is the fifth-largest commercial bank in the United States. The Institutional Client Group (ICG) is the relationship-management team that serves our largest clients ... network of contacts and leads, identifying new opportunities, and cultivating strong client relationships that increase revenue and market share for US Bank.… more
- Bank of America (San Francisco, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access… more
- Robert Half Legal (Orinda, CA)
- …team in Orinda, California. In this role, you will handle probate and trust litigation matters, managing cases through all phases of litigation, including trial ... to a dynamic and collaborative environment. Responsibilities: * Manage probate and trust litigation cases from inception through resolution. * Prepare and draft… more
- US Bank (Walnut Creek, CA)
- …Management (PWM) Private Wealth Advisor is responsible for building a team of trust , banking and investment professionals around high net worth clients or client ... relationships. Responsible for retention and growth of assigned client relationships. Partners with Private Wealth Management Product Specialists to provide counsel… more
- Royal Electric (Monterey, CA)
- …and service with builders, contractors and facility owners who value relationships, trust , expertise, and a commitment to each other towards achieving exceptional ... and customers in the region. Assist with developing a client strategy on each project based on client...things. + Relationship Builder - You work to build trust and relationships at all levels, cultivating collaboration, shared… more
- WTW (San Francisco, CA)
- …between insurers and clients. This person is responsible for managing major client relationships, deploying placement expertise and helping to drive revenue growth ... senior resource on cyber accounts within the practice; participate in client communications/conference calls/meetings and provide technical expertise + Maintain a… more
- IBM (San Jose, CA)
- …closely with clients to develop relationships, understand their needs, and earn their trust and show them how IBM's industry leading solutions will solve their ... whilst delivering value to their business. Your primary responsibilities will include: * Client Strategy Design: Creating client strategies for Data & AI… more