- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary : The Senior Client Relationship Specialist plays a critical role in supporting the bank's relationship management efforts by processing ... Collaborate with Group Head and senio r staffs to develop and implement client relationship strategies that align with the company's goals and objectives . +… more
- WTW (Los Angeles, CA)
- …involved on sales opportunities, potential of a tertiary role holding a more strategic client relationship depending on client . _Estimated size of book 10-25 ... global insurance placements. By focusing best-in-class talent on our client 's most complex risk issues, Willis Towers Watson can...optimize Total Cost of Risk. We are seeking a Senior Global Specialist for our Global Services… more
- Terracon (Concord, CA)
- …Line:** Client Development **Office Name:** East Bay **Job Description:** ** SENIOR MARKETING SPECIALIST ** **Location: Concord (East Bay), Lodi, or ... solutions to overcome client challenges. As a Senior Marketing Specialist , you'll be part of...A/E/C industry is strongly preferred. + Familiarity with a Client Relationship Management (CRM) system is a… more
- T. Rowe Price (San Francisco, CA)
- …RIA, TAMP's, and Intermediary Platform providers throughout the United States. The Senior Alternative Investment Specialist (B/D) position offers a unique ... presence in the advisor sold market by expanding our relationship with financial advisors across segments into the alternative...ideas for improvement to optimize team's time and improve client experience + Work with senior leadership… more
- City National Bank (City Of Industry, CA)
- …demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit ... * RELATIONSHIP MANAGER SENIOR CB* WHAT IS...and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client… more
- Citigroup (San Francisco, CA)
- …their primary point-of-contact with internal partners and clients, as they manage end-to-end client onboarding to ensure client relationship transition is ... The Registered Wealth National Client Onboarding Specialist is a subject...and operational solutions for clients and prospective clients of Senior Wealth Advisors (SWA) of Citi Personal Wealth Management.… more
- Wells Fargo (San Francisco, CA)
- …this role:** Wells Fargo is seeking a Senior Estate Trust Officer - Senior Fiduciary Specialist in Estate Services as part of Wealth and Investment ... skills, including time and priority management. + Collaborate effectively with relationship team members, client 's advisors and other colleagues. +… more
- Deloitte (Costa Mesa, CA)
- …solutions. Recruiting for this role ends on 10/31/2025. Work you'll do As a Specialist Senior , you will: + Directly configure and customize complex SAP ... a role where you can establish a deep and long-term relationship with your client while delivering ongoing support and enhancements for technology and business… more
- Ross Stores, Inc. (Dublin, CA)
- …and timelines of communications in a variety of formats\. A successful Sr\. Specialist is a passionate advocate for the field and their success, and uses ... through which communication strategy is developed and implemented\. Project management, relationship building, and the ability to influence upward are key skills… more
- City National Bank (Los Angeles, CA)
- *ADMINISTRATIVE SPECIALIST SENIOR * *Work hours are 7:30 am- 4:30 pm* WHAT IS THE OPPORTUNITY? This person is responsible for supporting the Capital Markets ... both external and internal clients consistent with the CNB culture of relationship management. They assist in keeping their manager/team informed, with scheduling,… more
- NTT America, Inc. (Sacramento, CA)
- …members + Generate sales pipeline and Upsell NTT opportunities from existing US client base + Collaborate with other NTT OpCo executives and be directly accountable ... Brokers to extract critical technical and business drivers that may position client deliverables + Maintain familiarity with competitive offerings in order to… more
- InGenesis (Fremont, CA)
- …closely with the onsite Program Manager, who overseas account performance and manages client relationship . Job Responsibilities * Serve as the primary liaison ... InGenesis is currently seeking a Program Support Specialist to play a key role in ensuring...essential to fostering a seamless operational environment at the client site and ensure that new employees are effectively… more
- Bank of America (San Francisco, CA)
- …Management in addition to spending more than 50% of their time on relationship management activities. Assist with and attend client meetings and discussions ... promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support… more
- Mastercard (San Francisco, CA)
- …their greatest potential._ **Title and Summary** Sr. Specialist Customer Success Overview The Client Success team is looking for a Senior Analyst, Client ... high-priority issues, working to resolve concerns promptly while maintaining a strong client relationship . Coordinate and lead client -facing meetings,… more
- City National Bank (Irvine, CA)
- …to client needs. Provides responsive, quality service. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of ... 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
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management, managing over $2 trillion in client assets, is a global leader in investment and wealth management. Serving institutions, ... contribution plans. **Job Summary:** As an Asset Management - Real Estate Investment Specialist West Coast - Executive Director within the Real Estate Americas team,… 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
- BMO Financial Group (Palo Alto, CA)
- We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the South Bay Market in the ... Area. The RM will be responsible to drive new client acquisition and growth in market share in this...Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.… more
- Encore (Brisbane, CA)
- …the best possible customer satisfaction. * Understands and fosters the hotel/ client relationship . _Training/Staff Development_ * Creates an atmosphere that ... **Position Overview** The Technical Specialist is responsible for the technical set up...effectively with a diverse work force, customer base and senior level management. * Strong customer, client … more
- Deloitte (San Francisco, CA)
- Specialist Leader - Bulk Logistics (Maritime and/or Rail) We are a team of strategic advisors, architects, and implementers who drive business transformations. Our ... to be part of a team that provides exceptional client value while advancing your professional journey. Apply now...technology partners to maximize impact. + Serve as the senior point of contact for project delivery, troubleshooting issues… more