- Bank of America (Walnut Creek, CA)
- …responsibilities + Detail oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to fulfill client ... abundance of discretion with sensitive information + Microsoft Word, Excel and PowerPoint experience with Salesforce a plus + Professional verbal and written… more
- Black & Veatch (West Palm Beach, FL)
- …and project risk profiles. Professionals in this role interface directly with the Client Account Management, Project Director and Project Manager , to develop the ... Proposal Review Boards, among others. * Collaborate with the Client Account Manager and Project Management to...marketplace to advance BV goals + DB and Water experience is preferred. + Understanding of financial metrics including… more
- Bank of America (Seattle, WA)
- …quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience + Is comfortable operating in a fast-paced environment ... Wealth Management Client Associate (FP) Seattle, Washington **To proceed with...skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce + Demonstrates professional verbal and written communication skills… more
- Steampunk (Mclean, VA)
- …driving delivery in a government client consulting environment. You will be a client manager , coach, mentor, and an accountable program manager with a ... **Overview** **Steampunk** is seeking a **Program Manager ** that is a technical, creative, hands-on expert...and client focused + What you think " client delight" means + Your experience in… more
- Bank of America (Leesburg, VA)
- …Senior Business Manager to develop, implement, and monitor the team's client service model. **Responsibilities:** + Tracks all client actions/activities to ... team service model + Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy… more
- Bank of America (Lake Mary, FL)
- …responsibility + Detail oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to fulfill client ... multiple communication methods to ensure a consistent and exceptional client service experience . + Act as a...with sensitive information + Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus + Professional… more
- Compass Family Services (San Francisco, CA)
- …+ Maintain up-to-date and thorough client files and enter data accurately into Salesforce and funder databases. The Case Manager should have these skills: + ... shift (10am-6pm) during their first month Location: The Case Manager will primarily be at our offices in San...Suite of Programs (Outlook, Word, Excel, Power Point, etc.). Salesforce experience a plus. Compensation and Benefits:… more
- Compass Family Services (San Francisco, CA)
- …proficiency in Microsoft Suite of Programs (Outlook, Word, Excel, Power Point, etc.). Salesforce experience a plus. Compensation and Benefits: + Salary range: ... to navigate any challenges that arise with their landlord/property manager . + Maintain accurate and up-to-date client ...enter case notes, assessments, and service plans in Compass' Salesforce database and ONE System. The Case Manager… more
- JPMorgan Chase (Columbus, OH)
- …Dealer Relationship Managers and Bankers by enhancing their workflow and client management capabilities through the Salesforce customer relationship platform. ... modern product management tools. **Preferred qualifications, capabilities, and skills** + Proven experience in a dedicated Product Manager role. + Strong… more
- Steampunk (Mclean, VA)
- …driving delivery in a government client consulting environment. You will be a client manager , coach, mentor, and an accountable program manager with a ... to build systems anchored around our core technologies offerings ( Salesforce , Databricks, Google Cloud, Mulesoft, Tableau, etc). Responsibilities will...and client focused + What you think " client delight" means + Your experience in… more