- CRC Insurance Services, Inc. (Woodland Hills, CA)
- …partner to the Sales organization and a subject-matter leader within the Service department. This role extends beyond traditional sales support functions-serving as ... SSR will drive high-value deliverables that directly impact revenue growth and client retention by ensuring excellence, consistency, and accuracy in all proposals… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …attorneys) to ensure seamless execution of client strategies. + Oversee client meetings, follow-ups, and service updates. + Supervise and mentor Associate ... boutique financial advisory firm is seeking an experienced and client -focused Planner to join its growing team. This role...+ Be part of a mission-driven team that values trust , simplicity, and service excellence. + Work… more
- Charles Schwab (Mission Viejo, CA)
- …job. **Preferred Qualifications:** + Ability to build strong relationships, engage and encourage trust , and deepen the client relationship by applying a focused ... role, you'll give clients financial guidance while forming lasting relationships built on trust , respect, and reaching a common goal. You'll also have the ability to… more
- Bloomberg (San Francisco, CA)
- …Sales - Bloomberg Financial Solutions Location San Francisco Business Area Sales and Client Service Ref # 10044609 **Description & Requirements** Bloomberg is a ... for our customers and employees alike. Our team comprises several key pillars: sales, service , operations, culture and brand. As a department, we are united by a… more
- BMO Financial Group (CA)
- …the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and ... Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant… more
- City National Bank (Newport Beach, CA)
- …the activities of branch personnel towards attainment of branch goals, including sales, client service and proper credit quality and risk management. Responsible ... for all functions of assigned branch with particular emphasis on managing a client -driven sales and service environment. This may be accomplished through active… more
- Umpqua Bank (Sacramento, CA)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... strategies consistent with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service . + Other… more
- Lexitas Legal (Irvine, CA)
- …High-Growth Legal Services Leader ABOUT THE ROLE: Lexitas is seeking a client -focused Account Manager to cultivate long-term relationships with law firm clients and ... ensure exceptional service delivery. In this fast-paced, high-growth environment, you'll serve...with urgency, accuracy, and professionalism. If you thrive in client advocacy, problem-solving, and detailed execution-this is the opportunity… more
- Sacramento County (Sacramento, CA)
- …both orally and in writing + Follow prescribed procedures and develop client treatment plans with little direct supervision; provide direction to and review ... and written instructions. + Obtain, maintain, and present accurate client data. + Read, write, and speak English at...the class of Mental Health Worker-Licensed in Sacramento County service . Or: 2. Two years of experience in a… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …related filings (extensions, etc) -Provide detailed focus on projects, and alert the Principal/ Client Service Director of technical tax issues that may arise ... technical tax issues (eg Tax Code, RIA) and assist client service team in forming conclusions related...preferred -Experience with high net worth individual tax, partnership, trust , estate tax -Strong supervisor experience (will manage 3… more