- Charles Schwab (Carmel Valley Village, CA)
- …us "challenge the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring ... operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help… more
- BMO Financial Group (Sacramento, CA)
- …+ Contribute to the team's business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within ... calls. + Coordinates marketing activities and sales material to support client / prospect conversations. + Provides knowledge detailed information about products… more
- Wells Fargo (Walnut Creek, CA)
- Wells Fargo is seeking a Divisional Governance Specialist in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and ... transactions and perform extensive research to resolve complex customer issues + Strong client service skills + Strong attention to detail and accuracy skills +… more
- Bloomberg (San Francisco, CA)
- Enterprise Data Relationship Manager, Specialist Sales - Bloomberg Financial Solutions **San Francisco, CA** Posted Apr 3, 2024 - Requisition No. 124245 ... exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg. **Our Team** We are Bloomberg Enterprise Data -… more
- Ventura County (Ventura, CA)
- HS Client Benefit Specialist Print (https://www.governmentjobs.com/careers/ventura/jobs/newprint/4440930) Apply HS Client Benefit Specialist Salary ... Description Be part of strengthening partnerships and join Ventura County as a HS Client Benefit Specialist ! WHAT WE OFFER The County of Ventura offers an… more
- JPMorgan Chase (San Francisco, CA)
- As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client ... our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities… more
- Umpqua Bank (Yreka, CA)
- Client Service Specialist I (Part Time,...place to work by offering a special brand of relationship banking and by providing a culture where associates ... a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist provides an exceptional banking experience to our… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …advancing your career in client services. Key Responsibilities: + Provide top-notch client relationship management by assisting with client requests such ... is excited to partner with an outstanding company in search of a Client Services Specialist . This role presents an exceptional opportunity to join a dynamic team… more
- Bloomberg (San Francisco, CA)
- Client Quant Developer, Specialist Sales - Bloomberg Financial Solutions **San Francisco, CA** Posted May 10, 2024 - Requisition No. 125208 Bloomberg is a global ... end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg. **Our team:** Quantitative investment funds have grown… more
- Ventura County (Ventura, CA)
- …agencies and services, and maintain a professional ethical code, including client /counselor relationship . Working ability to: perform intake and termination ... maintain client confidentiality and a professional ethical code, including client /counselor relationship . Level II Some thorough knowledge of: principles and… more
- City National Bank (Long Beach, CA)
- …demonstrated sales and marketing abilities including cross selling skills. + Superior client relationship skills. + Good understanding of commercial credit ... and attracting new colleagues and customers. + Prepares a Relationship Plan and calling schedule for each client...minimize loss exposure. + May serve as a product specialist acting as a technical consultant to clients and… more
- City National Bank (Beverly Hills, CA)
- …representative of CNB, promoting and attracting new colleagues and customers. + Prepares a Relationship Plan and calling schedule for each client or prospect in ... products and services in order to establish a total client banking relationship . Discusses financing opportunities and...minimize loss exposure. + May serve as a product specialist acting as a technical consultant to clients and… more
- Disney Entertainment (Burbank, CA)
- …skills! We are a dynamic fast paced team, and we are hiring for a HR Specialist (Project Hire) to join our Human Resources Team in Burbank, CA. The HR Specialist ... a framework set by HR leadership and the local client in support of our service delivery model which...and Transition Management + Functional HR Integration The HR Specialist sits at the intersection of the HR Business… more
- International Rescue Committee (Glendale, CA)
- … specialist will be expected to provide strengths-based, trauma-informed, client -centered intake services to single-headed asylum seeking households; survivors of ... Requisition ID: req51910 Job Title: Intake Specialist , Asylum Seekers Case Management Pilot Program Sector: Program Administration Employment Category: Fixed Term… more
- Acosta Group (CA)
- …connect brands with consumers through experiential, retail,&digitalinteractions. The Event Specialist is responsible for increasing brand awareness and advocacy, ... on phone, tablet and other mobile devices. The Event Specialist will work in a free-standing mall setup, alongside...our guests, which in turn creates "buzz" about our client 's product - Have a personal excitement about the… more
- Bank of America (Los Angeles, CA)
- …specialists/partners to address client 's needs + Manages aspects of the client relationship process, including client onboarding and resolving ... Advisory + Portfolio Management + Referral Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management… more
- Patterson Companies, Inc. (San Diego, CA)
- …queries, answers questions and solves problems in a timely fashion. + Holds client relationship meetings to monitor satisfaction levels with Patterson's service ... Who are we looking for as an Equipment Sales Specialist ? Patterson Dental is looking for business-minded professionals who...sales visits ahead of the meeting; develops general and client -specific sales strategies. + Develops short and long term… more
- ADP (San Dimas, CA)
- …+ Ability to work as part of a team to accomplish tasks + Strong client relationship skills + Must be comfortable working in a performance-based and structured ... **ADP is hiring a Senior Implementation Specialist ** Are you ready to join a company...will vary, as will the solutions you provide each client . There will be no shortage of new questions… more
- Acosta Group (San Francisco, CA)
- **DESCRIPTION** The Field Specialist provides retail sales coverage and coverage of retail special projects for an assigned retail territory. They are responsible ... and executing objectives as set forth by the principal, Client Manager, Customer Manager, or the District Manager to...the talent and technology to build data-, reach- and relationship -driven strategies to execute those strategies, and the tools… more
- Santander US (Sacramento, CA)
- …mind that this position does not offer any relocation assistance. The Dealer Relationship Manager (Sr. Specialist , Dealer Sales) is responsible for developing ... needed. **Qualifications** + Work Experience: 3+ years in Auto Finance Sales, Client Relations, Account Management, and/or Relationship Management. + Education:… more